NCR AT HOME HEALTH AND WELLNESS (EIN 203265134) - 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

2005

Legal Domicile

Principal Officer

SEAN ALEXANDER

Phone

6144512151

Tax Period

2024-01-01 to 2024-12-31

NCR AT HOME HEALTH AND WELLNESS, founded in 2005, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $1.2M exceeded revenue, resulting in a 12% operating deficit.

Mission

ORIGINATING FROM A CHRISTIAN COMMITMENT OF SERVICE, WE PROVIDE HIGH QUALITY CARE, SERVICES AND COMMUNITIES FOR SENIORS.

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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 $1,096,271

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,096,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,045,621

Fundraising Expenses $0

Program Expenses $1,013,395

Other Expenses $178,102

TOTAL EXPENSES $1,223,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,096,271	$1,319,585	-0.2%
Expenses	$1,223,723	$1,349,714	-0.1%
Net Income	$-127,452	$-30,129	+3.2%

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

$1,602,183

Total Directors

$2,431,604

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSEY DEHRING	TREASURER & CHAIR	0.10	Officer Director	$0	$18,895	$310,853
MATTHEW D RULE	DIRECTOR	0.10	Director	$0	$48,755	$578,999
SONYA BROWN	DIRECTOR	0.10	Director	$0	$44,001	$482,173
BRIANNA METTLER	PRESIDENT & DIRECTOR	0.10	Officer Director	$0	$44,785	$567,562
DENISE ANDERSON	DIRECTOR	0.10	Director	$0	$18,681	$257,895
ANNA JENKINS	VICE PRESIDENT & DIRECTOR	0.10	Officer Director	$0	$34,357	$234,122
PARKER STITZER	DIRECTOR AT LARGE	0.10	Director	$0	$0	$0
JULIE M WOOLLEY	SECRETARY	0.10	Officer	$0	$28,845	$489,646

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	$1,096,271	$1,223,723	$198,976	$-127,452
2023	$1,319,585	$1,349,714	$252,026	$-30,129
2022	$1,267,095	$1,477,619	$132,811	$-210,524
2021	$1,355,601	$1,535,282	$365,357	$-179,681
2020	$1,359,897	$1,426,835	$518,900	$-66,938
2019	$1,031,805	$1,197,201	$214,441	$-165,396
2018	$828,954	$1,009,802	$141,612	$-180,848

NCR AT HOME HEALTH AND WELLNESS