Pemi-Baker Hospice & Home Health (EIN 020273178) - 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

1967

Legal Domicile

Principal Officer

Aubrey Engle

Phone

6035362232

Tax Period

2024-01-01 to 2024-12-31

Pemi-Baker Hospice & Home Health, founded in 1967, is a community nonprofit in the Health Care sector that reported $2.9M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

Pemi-Baker Hospice & Home Health is dedicated to improving the health and wellbeing of the communities by providing excellence in health care services through outreach, in-home and facility-based programming.

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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 $223,219

Program Service Revenue $2,568,689

Investment Income $35,736

Other Revenue $90,226

TOTAL REVENUE $2,917,870

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,173,307

Fundraising Expenses $0

Program Expenses $2,628,965

Other Expenses $896,361

TOTAL EXPENSES $3,069,668

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,917,870	$3,784,745	-0.2%
Expenses	$3,069,668	$3,307,843	-0.1%
Net Income	$-151,798	$476,902	-1.3%

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

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

$226,043

Total Directors

$7,457

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Brown	Chair	1.00	Officer Director	$0	$0	$0
Carolyn Varin RN	Vice Chair	1.00	Officer Director	$0	$0	$0
Susan Waters	Treasurer	1.00	Officer Director	$0	$0	$0
Diane Arsenault	Secretary & Past Interim ED	20.00	Officer Director	$7,457	$0	$7,457
Catherine Hahn	Director	1.00	Director	$0	$0	$0
Patricia Keefer	Director	1.00	Director	$0	$0	$0
Peter Lovett	Director	1.00	Director	$0	$0	$0
Kate Tarbox	Director	1.00	Director	$0	$0	$0
Kathy Weymouth	Director	1.00	Director	$0	$0	$0
Brook Wakefield	Director	1.00	Director	$0	$0	$0
Martha Clifford	Past Director	1.00	Director	$0	$0	$0
George Hacker	Past Director	1.00	Director	$0	$0	$0
Aubrey Engle	Executive Director	40.00	Officer	$106,992	$2,510	$109,502
Tara DiSalvo	Finance Director	40.00	Officer	$91,846	$830	$92,676
Barbara Howcroft	Past Finance Director	25.00	Officer	$11,408	$5,000	$16,408
Ernest Roy	Quality Director	40.00	Highest	$106,021	$18,426	$124,447

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	$2,917,870	$3,069,668	$5,434,674	$-151,798
2023	$3,784,745	$3,307,843	$5,565,062	$476,902
2022	$4,586,130	$3,193,838	$5,695,852	$1,392,292
2021	$5,248,527	$4,405,051	$4,460,825	$843,476
2020	$4,856,995	$4,757,325	$4,454,524	$99,670
2019	$4,668,269	$4,644,514	$3,671,180	$23,755
2018	$4,203,620	$4,203,181	$3,647,982	$439

Pemi-Baker Hospice & Home Health