WOODBOURNE CENTER CHARITABLE TRUST (EIN 527218778) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

KEN VARBLE

Phone

7635518640

Tax Period

2024-07-01 to 2025-06-30

WOODBOURNE CENTER CHARITABLE TRUST, founded in 2002, is a small nonprofit in the Education sector that reported $223K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $61K, a strong 28% operating margin.

Mission

TO PROVIDE SUPPORT AND FURTHER THE EXEMPT PURPOSE OF NEXUS-WOODBOURNE FAMILY HEALING

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $223,066

Other Revenue $86

TOTAL REVENUE $223,152

Expense Breakdown

Grants Paid $151,469

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,469

Other Expenses $10,312

TOTAL EXPENSES $161,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$223,152	$269,070	-0.2%
Expenses	$161,781	$242,935	-0.3%
Net Income	$61,371	$26,135	+1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,086,943

Total Directors

$1,086,943

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR MICHELLE MURRAY	CEO AND PRESIDENT	40.00	Officer Director	$0	$27,664	$641,367
SCOTT MCGUIRE	CHIEF FINANCIAL OFFICER	40.00	Officer Director	$0	$13,195	$445,576
CALE CHRISTENSEN	CHAIRPERSON/TREASURER	1.00	Officer Director	$0	$0	$0
KEVIN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$223,152	$161,781	$6,347,006	$61,371
2024	$269,070	$242,935	$6,214,389	$26,135
2023	$273,382	$251,993	$5,881,145	$21,389
2022	$293,735	$247,823	$5,735,577	$45,912
2021	$246,213	$242,131	$6,590,727	$4,082
2020	$245,100	$234,790	$5,958,940	$10,310
2019	$251,949	$231,162	$6,125,719	$20,787
2018	$248,511	$222,320	$6,096,991	$26,191

WOODBOURNE CENTER CHARITABLE TRUST