Refuge Recovery World Services Inc (EIN 843015516) - 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

Noah Levine

Phone

2069139625

Tax Period

2023-01-01 to 2023-12-31

Refuge Recovery World Services Inc, founded in 2019, is a small nonprofit in the Mental Health sector that reported $599K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $144K, a strong 24% operating margin.

Mission

To provide Buddhist based support groups and meditation retreats and conferences.

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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 (2023)

Revenue Breakdown

Contributions & Grants $165,293

Program Service Revenue $409,166

Investment Income $2,652

Other Revenue $21,741

TOTAL REVENUE $598,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,557

Fundraising Expenses $0

Program Expenses $442,616

Other Expenses $306,339

TOTAL EXPENSES $454,896

Year-over-Year Comparison

	2023	2022	Change
Revenue	$598,852	$416,741	+0.4%
Expenses	$454,896	$446,478	+0.0%
Net Income	$143,956	$-29,737	-5.8%

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

500

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

$81,000

Total Directors

$81,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Noah Levine	President & CEO	40.00	Officer Director	$81,000	$0	$81,000
Seiho Morris	Director	1.00	Director	$0	$0	$0
Celeste Kim	Director	1.00	Director	$0	$0	$0
Vanessa Azzarello	Secretary	1.00	Officer Director	$0	$0	$0
Russell Smith	Treasurer	10.00	Officer 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	No data	No data	No data	No data
2023	$598,852	$454,896	$176,732	$143,956
2022	$416,741	$446,478	$76,258	$-29,737
2021	$216,699	$184,151	$105,995	$32,548

Refuge Recovery World Services Inc