WOODSWISE SEVERNA PARK ELDERLY (EIN 911898922) - 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

1988

Legal Domicile

Principal Officer

KENNETH G MENZIES Jr CPA

Phone

4106472550

Tax Period

2024-01-01 to 2024-12-31

WOODSWISE SEVERNA PARK ELDERLY, founded in 1988, is a small nonprofit in the Religion sector that reported $181K in total revenue in fiscal year 2024. Expenses of $208K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE MISSION OF WOODSWISE IS TO PROVIDE CHARITABLE SUPPORT TO SEVERNA PARK AND SURROUNDING COMMUNITIES. THE PRIMARY ASSISTANCE PROGRAM CONSISTS OF RENT SUBSIDIES TO ELDERLY RESIDENTS IN THE FIRST SEVERNA PARK INDEPENDENT/ASSISSTED LIVING FACILITY

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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 $180,598

Investment Income $537

Other Revenue $0

TOTAL REVENUE $181,135

Expense Breakdown

Grants Paid $193,103

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,231

Other Expenses $15,128

TOTAL EXPENSES $208,231

Year-over-Year Comparison

	2024	2023	Change
Revenue	$181,135	N/A	N/A
Expenses	$208,231	N/A	N/A
Net Income	$-27,096	N/A	N/A

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
WARREN BROCKET	PRESIDENT	1.00	Officer	$0	$0	$0
LESLIE WINTZ	SECRETARY	0.00	Officer	$0	$0	$0
KENNETH G MENZIES Jr	TRESASURER	1.00	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
2024	$181,135	$208,231	$666,174	$-27,096
2023	$182,493	$199,695	$693,270	$-17,202
2022	$213,719	$165,948	$710,472	$47,771
2021	$198,988	$159,034	$662,698	$39,954
2020	$205,691	$143,203	$622,744	$62,488
2019	$197,091	$159,733	$560,256	$37,358
2018	$193,134	$118,661	$522,898	$74,473

WOODSWISE SEVERNA PARK ELDERLY