NORWOOD LIFE SOCIETY (EIN 562663863) - 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

2007

Legal Domicile

Principal Officer

SILVIA MORICI

Phone

7736314856

Tax Period

2024-01-01 to 2024-12-31

Mission

NORWOOD LIFE SOCIETY SUPPORTS THE OPERATIONS OF RELATED NFP ORGANIZATIONS.

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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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,207

TOTAL EXPENSES $2,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$2,207	$717	+2.1%
Net Income	N/A	$-717	N/A

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

N/A

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

$611,536

Total Directors

Key Employees

$231,422

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAUREEN MCGUIRE	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
INGRID FORSBERG	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE SILCA	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY KELLY	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
NAN BROUILETTE	DIRECTOR	1.00	Director	$0	$0	$0
DIRK DANKER	DIRECTOR	1.00	Director	$0	$0	$0
RICH BERTHOLD	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MICHAEL SCHAIK	SECRETARTY/TREASURER	1.00	Officer Director	$0	$0	$0
ALLISON GETZ	IMMEDIATE PAST CHAIRPERSON	1.00	Director	$0	$0	$0
RICHARD STEFFENS	CFO	1.00	Officer	$0	$24,764	$274,826
SILVIA MORICI	CEO	1.00	Officer	$0	$21,809	$336,710
MARY JO BADE	CORPORATE CLINICAL SERVICE	1.00	Key Emp	$0	$11,351	$231,422

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
2024	No data	$2,207	$2,870	No data
2023	No data	$717	$5,077	No data
2022	No data	$1,414	$5,783	No data
2021	No data	$3,303	$3,782	No data
2020	No data	$1,000	$2,500	No data
2019	No data	No data	No data	No data
2018	$159,898	$217,994	No data	$-58,096

NORWOOD LIFE SOCIETY