Women's Refuge of Vero Beach Inc (EIN 650768645) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

Rebecca Calahan

Phone

7727704424

Tax Period

2023-01-01 to 2023-12-31

Women's Refuge of Vero Beach Inc, founded in 1997, is a small nonprofit in the Human Services sector that reported $863K in total revenue in fiscal year 2023. Expenses of $959K exceeded revenue, resulting in a 11% operating deficit.

Mission

Instruct and disciple women in a safe environment so that they may learn to live fruitful lives with changed attitudes about themselves, God, and others. Train Leaders to take this same healing message to other ministries and communities.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $591,282

Program Service Revenue $69,348

Investment Income $15,280

Other Revenue $187,094

TOTAL REVENUE $863,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $571,057

Fundraising Expenses $278,334

Program Expenses $411,027

Other Expenses $388,361

TOTAL EXPENSES $959,418

Year-over-Year Comparison

	2023	2022	Change
Revenue	$863,004	$883,993	0.0%
Expenses	$959,418	$793,900	+0.2%
Net Income	$-96,414	$90,093	-2.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

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

Total Directors

$40,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Theodore Robart	Building Chairman	N/A	Director	$40,000	$0	$40,000
Cheryl Deal	Director	N/A	Director	$0	$0	$0
Donna Robart	Founder	N/A	Director	$0	$0	$0
Bobbi Smick	Director	N/A	Director	$0	$0	$0
Bill Ludwig	Director	N/A	Director	$0	$0	$0
Richard Johnson	Treasurer	N/A	Director	$0	$0	$0
Rebecca Calahan	President	N/A	Director	$0	$0	$0
Kit Fields	Vice President	N/A	Director	$0	$0	$0
Pat Marine	Secretary	N/A	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
2024	No data	No data	No data	No data
2023	$863,004	$959,418	$988,891	$-96,414
2022	$883,993	$793,900	$1,076,036	$90,093
2021	$880,168	$744,576	$999,187	$135,592
2020	$543,318	$569,487	$866,313	$-26,169
2019	$583,054	$533,151	$829,520	$49,903
2018	$511,690	$535,538	$776,304	$-23,848

Women's Refuge of Vero Beach Inc