CONSTANCE ABBEY INC (EIN 814152908) - 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

2016

Legal Domicile

Principal Officer

Roger Wolcott

Phone

6622025648

Tax Period

2021-01-01 to 2021-12-31

CONSTANCE ABBEY INC, founded in 2016, is a small nonprofit that reported $315K in total revenue in fiscal year 2021. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 16% operating margin.

Mission

Advocacy and service for poor in neighborhood. Provide Food, showers, advocacy, and general assistance to neighbors who need assistance. Provide place of prayer & friendship.

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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 $314,611

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $314,611

Expense Breakdown

Grants Paid $159,428

Salaries & Benefits $14,129

Fundraising Expenses $0

Program Expenses $224,059

Other Expenses $90,321

TOTAL EXPENSES $263,878

Year-over-Year Comparison

	2021	2020	Change
Revenue	$314,611	$217,040	+0.4%
Expenses	$263,878	$204,520	+0.3%
Net Income	$50,733	$12,520	+3.1%

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

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

Total Directors

Key Employees

$13,125

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Logan Walker	Program Directory	40	Key Emp Highest	$13,125	$0	$13,125
John Gary	President	8	Officer Director	$0	$0	$0
Murray McKay	Treasurer	4	Officer Director	$0	$0	$0
Margaret Smith	Secretary	8	Officer Director	$0	$0	$0
Julie Byrd Ashworth	Board member	4	Director	$0	$0	$0
John Gaskill	Board Member	4	Director	$0	$0	$0
Tom Edwards	Board member	8	Director	$0	$0	$0
Roger Wolcott	Executive Director	60	Officer Key Emp	$0	$0	$0
Margery Wolcott	Executive Director	60	Officer Key Emp	$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
2021	$314,611	$263,878	$77,815	$50,733
2020	$217,040	$204,520	$27,244	$12,520

CONSTANCE ABBEY INC