THE HANNAH BG SHAW HOME INC (EIN 042135768) - 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

1938

Legal Domicile

Principal Officer

DAVID WYLIE

Phone

5089471184

Tax Period

2024-01-01 to 2024-12-31

THE HANNAH BG SHAW HOME INC, founded in 1938, is a mid-sized nonprofit in the Health Care sector that reported $15.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $14.5M left a modest 5% surplus.

Mission

TO PROVIDE SKILLED NURSING, REHABILITATIVE, MEMORY CARE, AND RESIDENTIAL CARE.

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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 $904,514

Program Service Revenue $13,246,533

Investment Income $1,042,850

Other Revenue $0

TOTAL REVENUE $15,193,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,792,290

Fundraising Expenses $0

Program Expenses $12,846,193

Other Expenses $5,664,195

TOTAL EXPENSES $14,456,485

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,193,897	$13,748,439	+0.1%
Expenses	$14,456,485	$14,533,401	0.0%
Net Income	$737,412	$-784,962	-1.9%

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

226

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

$255,702

Total Directors

$43,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WYLIE	PRESIDENT	3.00	Officer Director	$11,500	$0	$15,250
TIMOTHY COE	TREASURER	1.00	Officer Director	$8,500	$0	$12,250
DEBRA BLAIS	DIRECTOR	1.00	Director	$2,500	$0	$6,250
SUSAN OKOLITA	DIRECTOR	1.00	Director	$2,500	$0	$2,500
BARBARA HOWARD	SECRETARY	1.00	Officer Director	$7,500	$0	$7,500
KRISTINE DONNELLY	EXECUTIVE DIRECTOR	40.00	Officer	$164,352	$56,350	$220,702
NANCY ALPHONSE	DIRECTOR OF NURSING SERVICES	40.00	Highest	$131,852	$11,724	$143,576

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	$15,193,897	$14,456,485	$20,294,107	$737,412
2023	$13,748,439	$14,533,401	$21,240,567	$-784,962
2022	$12,271,542	$14,383,676	$22,500,680	$-2,112,134
2021	$14,143,158	$12,551,157	$24,813,335	$1,592,001
2020	$11,663,258	$11,726,690	$25,489,603	$-63,432
2019	$10,179,247	$10,592,557	$24,088,869	$-413,310
2018	$10,037,645	$10,215,948	$23,908,705	$-178,303

THE HANNAH BG SHAW HOME INC