Northwest Success (EIN 832104621) - 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

2019

Legal Domicile

Principal Officer

Thomas Horey

Phone

5032811289

Tax Period

2024-07-01 to 2025-06-30

Northwest Success, founded in 2019, is a community nonprofit in the Human Services sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $3.4M left a modest 8% surplus.

Mission

The organization provides employment for people with disabilites or other barriers to employment

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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 $0

Program Service Revenue $3,716,244

Investment Income $4,000

Other Revenue $0

TOTAL REVENUE $3,720,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,824,617

Fundraising Expenses $0

Program Expenses $2,835,993

Other Expenses $608,554

TOTAL EXPENSES $3,433,171

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,720,244	$3,024,387	+0.2%
Expenses	$3,433,171	$2,608,917	+0.3%
Net Income	$287,073	$415,470	-0.3%

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

N/A

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

$961,327

Total Directors

$811,429

Key Employees

$368,474

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Travis Pearson	CEO	3.00	Officer Director	$0	$0	$348,421
Thomas Horey	CFO	2.00	Officer Director	$0	$0	$231,504
Katy Moreland	CLO	2.00	Officer Director	$0	$0	$231,504
Billy Joe Traughber	VP Business Development	0.00	Key Emp	$0	$0	$215,952
Bartholomew Berry	President of the staffing division	0.00	Key Emp	$0	$0	$152,522
Susan Herndon	COO	0.00	Officer	$0	$0	$149,898
Larry Welty	President of Security	0.00	Highest	$0	$0	$145,013
Ann M Lindekugel	Executive Director	0.00	Highest	$0	$0	$130,015
Stephen Bubar	Security Manager	40.00	Highest	$0	$0	$122,734
Wendi Woods	Branch Manager	40.00	Highest	$0	$0	$121,900
Christopher Cullins	IT Director	0.00	Highest	$0	$0	$115,007

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	$3,720,244	$3,433,171	$1,046,774	$287,073
2024	$3,024,387	$2,608,917	$759,701	$415,470
2023	$2,295,506	$1,953,558	$344,231	$341,948
2022	$449,159	$371,971	$2,283	$77,188
2022	$1,322,525	$1,245,337	$2,283	$77,188
2021	$81,454	$119,742	No data	$-38,288

Northwest Success