Woodstock Area Adult Day Services Inc

EIN: 821555682 501(c)(3) Human Services

Woodstock, VT

Total Revenue
$464,920
Total Expenses
$501,983
Total Assets
$1,135,727
Net Assets
$972,879
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
VT
Principal Officer
Jennifer Baxter
Phone
8022806080
Tax Period
2024-07-01 to 2025-06-30

Woodstock Area Adult Day Services Inc, founded in 2017, is a small nonprofit in the Human Services sector that reported $465K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $973K represent 25 months of operating reserves.

Mission

To provide a community based, non-residential adult day health and wellness program meeting the need of the multi-town region of Woodstock, Quechee, Hartland, Hartford, White River Juncion, Barnard, Bridgewater, Pomfret, Reading, Killington and Norwich VT.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $64,695
Program Service Revenue $357,918
Investment Income $14,724
Other Revenue $27,583
TOTAL REVENUE $464,920

Expense Breakdown

Grants Paid $0
Salaries & Benefits $342,753
Fundraising Expenses $32,916
Program Expenses $361,607
Other Expenses $159,230
TOTAL EXPENSES $501,983

Year-over-Year Comparison

2024 2023 Change
Revenue $464,920 $374,977 +0.2%
Expenses $501,983 $475,028 +0.1%
Net Income $-37,063 $-100,051 -0.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
8
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
3
$0
Total Directors
11
$78,524
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Eric Fritz Director 40.00
Director Highest
$78,524 $0 $78,524
Charles Rattigan President 1.00
Officer Director
$0 $0 $0
Raymond Bourgeois Vice President 1.00
Officer Director
$0 $0 $0
Sarah Ward Trustee 1.00
Director
$0 $0 $0
Christopher Braudis Trustee 1.00
Director
$0 $0 $0
Lindsay Kosnik Trustee 1.00
Director
$0 $0 $0
Jennifer Baxter Treasurer 2.00
Officer Director
$0 $0 $0
Sandra Von Unwerth Trustee 1.00
Director
$0 $0 $0
Belinda Needham-Shropshire Trustee 1.00
Director
$0 $0 $0
William Dagger Trustee 1.00
Director
$0 $0 $0
Kristen Lessard Trustee 1.00
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
2025 $464,920 $501,983 $1,135,727 $-37,063
2024 $374,977 $475,028 $1,176,843 $-100,051
2023 $543,545 $493,203 $1,290,188 $50,342
2022 $726,712 $446,716 $1,247,585 $279,996
2022 $726,712 $469,696 $1,177,678 $257,016
2021 $546,640 $394,098 $1,019,643 $152,542
2021 $546,640 $431,100 $972,717 $115,540
2020 $379,593 $354,855 $904,893 $24,738
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