NW WORKS INC (EIN 540880043) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

ERIN DRUMHELLER

Phone

5406670809

Tax Period

2024-07-01 to 2025-06-30

NW WORKS INC, founded in 1970, is a community nonprofit in the Employment sector that reported $5.3M in total revenue in fiscal year 2017.

Mission

OUR MISSION IS TO EMPOWER ADULTS WITH DISABILITIES AND INDIVIDUALS WITH BARRIERS TO EMPLOYMENT TO BUILD SKILLS AND SECURE AND SUSTAIN MEANINGFUL EMPLOYMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $350,836

Program Service Revenue $5,104,805

Investment Income $39,362

Other Revenue $19,019

TOTAL REVENUE $5,514,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,309,547

Fundraising Expenses $78,938

Program Expenses $4,024,983

Other Expenses $1,199,332

TOTAL EXPENSES $5,508,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,514,022	$5,276,622	+0.0%
Expenses	$5,508,879	$5,663,852	0.0%
Net Income	$5,143	$-387,230	-1.0%

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

149

Volunteers

100

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

$307,762

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMIR JHAVERI	CHAIR	5.00	Officer Director	$0	$0	$0
RICH KOZLOW	PAST CHAIR	1.00	Officer Director	$0	$0	$0
PERRY CAMPBELL	VICE CHAIR/TREASURER	5.00	Officer Director	$0	$0	$0
AARON MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
ERIN DRUMHELLER	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN DENNIS	DIRECTOR	1.00	Director	$0	$0	$0
JIM BURTON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE FINCHAM	DIRECTOR	1.00	Director	$0	$0	$0
KATRINA PIKE	DIRECTOR	1.00	Director	$0	$0	$0
DENNY BAKER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN SHEPPARD	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE LETT	VP OF FINANCE/HR	40.00	Officer	$122,221	$0	$122,221
GRADY W SKIP PHILIPS III	PRESIDENT AND CEO	40.00	Officer	$181,840	$3,701	$185,541

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	$5,514,022	$5,508,879	$4,196,924	$5,143
2024	$5,276,622	$5,663,852	$3,906,324	$-387,230
2024	$5,276,622	$5,663,852	$3,906,324	$-387,230
2023	$6,121,222	$5,440,739	$4,232,523	$680,483
2022	$5,477,841	$5,260,932	$4,880,956	$216,909
2021	$5,569,952	$5,485,345	$5,545,063	$84,607
2020	$5,873,903	$5,664,058	$5,111,741	$209,845
2019	$5,034,138	$8,824,649	$4,416,521	$-3,790,511
2018	$5,251,483	$5,339,455	$8,240,876	$-87,972

NW WORKS INC