Fort Myers Monthly Meeting of the Religious Society of Friends (EIN 872655031) - 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

1999

Legal Domicile

Principal Officer

Richard Frechette

Phone

2394649849

Tax Period

2025-01-01 to 2025-12-31

Fort Myers Monthly Meeting of the Religious Society of Friends, founded in 1999, is a micro nonprofit in the Religion sector that reported $64K in total revenue in fiscal year 2025. Revenue fell 81% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $32K, a strong 50% operating margin.

Mission

We are a religious organization Quaker. Our primary mission is to provide for the religious and spiritual needs of our members in the Quaker tradition.

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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 (2025)

Revenue Breakdown

Contributions & Grants $33,330

Program Service Revenue $0

Investment Income $30,296

Other Revenue $0

TOTAL REVENUE $63,626

Expense Breakdown

Grants Paid $21,646

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,694

Other Expenses $10,048

TOTAL EXPENSES $31,694

Year-over-Year Comparison

	2025	2024	Change
Revenue	$63,626	$342,659	-0.8%
Expenses	$31,694	$44,888	-0.3%
Net Income	$31,932	$297,771	-0.9%

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

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
Paul Davis	Treasurer	4.00	Officer	$0	$0	$0
Richard Frechette	President	10.00	Officer	$0	$0	$0
Brad Smith	Assistant Treasurer	3.00	Officer	$0	$0	$0
Chris McBride	Officer	2.00	Officer	$0	$0	$0
Helen Fox	Officer	3.00	Officer	$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	$63,626	$31,694	$899,034	$31,932
2024	No data	No data	No data	No data

Fort Myers Monthly Meeting of the Religious Society of Friends