THE TULGEY WOOD INC (EIN 825244541) - 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

2018

Legal Domicile

Principal Officer

JOAN STOCKMAN

Phone

9144569707

Tax Period

2024-01-01 to 2024-12-31

THE TULGEY WOOD INC, founded in 2018, is a small nonprofit in the Human Services sector that reported $174K in total revenue in fiscal year 2024. Expenses of $163K left a modest 6% surplus.

Mission

THE TULGEY WOOD, INC. IS DEDICATED TO CREATING AN INTEGRATED COMMUNITY FOR PEOPLE WITH AND WITHOUT DISABILITIES TO LIVE, PLAY, CREATE AND ADVENTURE TOGETHER. THE ORGANIZATION HAS BEEN ORGANIZING ANNUAL RETREATS IN MASSACHUSETTS SINCE 2006.

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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 $166,509

Program Service Revenue $0

Investment Income $7,047

Other Revenue $0

TOTAL REVENUE $173,556

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,783

Program Expenses $128,894

Other Expenses $162,537

TOTAL EXPENSES $162,537

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,556	$163,618	+0.1%
Expenses	$162,537	$144,791	+0.1%
Net Income	$11,019	$18,827	-0.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN CAMPBELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
EDWARD HIPSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN O'REILLY	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE RAEMER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS MOYERS	DIRECTOR	1.00	Director	$0	$0	$0
JOAN STOCKMAN	TREASURER	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
2024	$173,556	$162,537	$333,589	$11,019
2023	$163,618	$144,791	$322,570	$18,827
2022	$295,770	$128,662	$303,744	$167,108

THE TULGEY WOOD INC