LONGFELLOWS (EIN 752202650) - 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

1986

Legal Domicile

Principal Officer

JOHN RAY

Phone

9037574455

Tax Period

2021-07-01 to 2022-06-30

LONGFELLOWS, founded in 1986, is a small nonprofit that reported $142K in total revenue in fiscal year 2021. Revenue surged 2791% from the prior year, signaling strong growth momentum. Expenses of $159K exceeded revenue, resulting in a 12% operating deficit.

Mission

SPONSOR ANNUAL BALL FOR ITS MEMBERS AND GUESTS, AT WHICH TIME THE DEBUTANTES ARE PRESENTED.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $142,008

Investment Income $103

Other Revenue $0

TOTAL REVENUE $142,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $158,687

TOTAL EXPENSES $158,687

Year-over-Year Comparison

	2021	2020	Change
Revenue	$142,111	$4,915	+27.9%
Expenses	$158,687	$4,731	+32.5%
Net Income	$-16,576	$184	-91.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
DAVID HENRY	BOARD	Director	$0	$0	$0
TALI WILKINSON	BOARD	Director	$0	$0	$0
HUNTER HEATH	BOARD	Director	$0	$0	$0
JULINNE BRUYERE	BOARD	Director	$0	$0	$0
HAMP HARDEE	VICE PRESIDENT	Officer Director	$0	$0	$0
KIM HOLCOMB	BOARD	Director	$0	$0	$0
BO POWERS	BOARD	Director	$0	$0	$0
WILL ADAMSON	BOARD	Director	$0	$0	$0
MARY DARBY	BOARD	Director	$0	$0	$0
STEPHEN MCHANEY	BOARD	Director	$0	$0	$0
JENNIFER JACKSON	SECRETARY	Officer Director	$0	$0	$0
STEPHANIE JACKSON	TRESURER	Officer Director	$0	$0	$0
JOHN RAY	PRESIDENT	Officer Director	$0	$0	$0
WENDY STEELE	BOARD	Director	$0	$0	$0
JEFF WILSON	BOARD	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
2022	$142,111	$158,687	$104,520	$-16,576
2021	$4,915	$4,731	$193,704	$184
2020	$12,341	$7,102	$186,052	$5,239
2019	$116,525	$114,801	$115,673	$1,724
2018	$124,516	$120,514	$113,949	$4,002

LONGFELLOWS