Lopez Island Home & Hospice Support (EIN 911870431) - 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

1997

Legal Domicile

Principal Officer

June Coover

Tax Period

2023-01-01 to 2023-12-31

Lopez Island Home & Hospice Support, founded in 1997, is a small nonprofit in the Human Services sector that reported $119K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $25K, a strong 21% operating margin.

Mission

Skilled volunteer organization providing in-home assistance & support to allow people on Lopez Island to age in place or to recover from injury, illness, or loss.

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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 $104,794

Program Service Revenue $0

Investment Income $19,280

Other Revenue $-5,431

TOTAL REVENUE $118,643

Expense Breakdown

Grants Paid $5,081

Salaries & Benefits $49,920

Fundraising Expenses $0

Program Expenses $87,704

Other Expenses $38,615

TOTAL EXPENSES $93,616

Year-over-Year Comparison

	2023	2022	Change
Revenue	$118,643	$101,578	+0.2%
Expenses	$93,616	$59,440	+0.6%
Net Income	$25,027	$42,138	-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

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
Sheryl Mercer	Member	1.00	Director	$0	$0	$0
Jonathan Dahl	Member	1.00	Director	$0	$0	$0
Jan Wilson	Member	1.00	Director	$0	$0	$0
Perry Heffelfinger	Member	1.00	Director	$0	$0	$0
Doug Bowen	Member	1.00	Director	$0	$0	$0
Anne Trench	Vice President	2.00	Officer Director	$0	$0	$0
Nora McCloy	President	2.00	Officer Director	$0	$0	$0
Elizabeth Suden	Secretary	2.00	Officer Director	$0	$0	$0
Charles Givens	Treasurer	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$118,643	$93,616	$887,915	$25,027
2022	$101,578	$59,440	$518,564	$42,138

Lopez Island Home & Hospice Support