SACRED HEART RETIREMENT COMMUNITY INC CO BARKAN MANAGEMENT COMPANY (EIN 222557795) - 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

1984

Legal Domicile

Principal Officer

MISTY MARTINEK

Phone

8608709636

Tax Period

2025-01-01 to 2025-12-31

SACRED HEART RETIREMENT COMMUNITY INC CO BARKAN MANAGEMENT COMPANY, founded in 1984, is a small nonprofit in the Housing & Shelter sector that reported $723K in total revenue in fiscal year 2025. Expenses of $691K left a modest 4% surplus.

Mission

TO PROVIDE LOW INCOME HOUSING AND RELATED SERVICES TO ELDERLY IN THE TOWN OF VERNON AND SURROUNDING AREAS

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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 (2025)

Revenue Breakdown

Contributions & Grants $39,478

Program Service Revenue $676,261

Investment Income $301

Other Revenue $6,883

TOTAL REVENUE $722,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $127,804

Fundraising Expenses $0

Program Expenses $534,369

Other Expenses $563,653

TOTAL EXPENSES $691,457

Year-over-Year Comparison

	2025	2024	Change
Revenue	$722,923	$689,704	+0.0%
Expenses	$691,457	$705,347	0.0%
Net Income	$31,466	$-15,643	-3.0%

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
Deacon Frank Hann	Director	1.00	Director	$0	$0	$0
PATRICIA BUSCH	Director	1.00	Director	$0	$0	$0
Misty Martinek	President	1.00	Officer Director	$0	$0	$0
Elaine Brown	Treasurer	1.00	Officer Director	$0	$0	$0
ERNIE GOLNIK	Director	1.00	Director	$0	$0	$0
PETER TRACEY	Director	1.00	Director	$0	$0	$0
Tina Glidden	Secretary	1.00	Officer Director	$0	$0	$0
Mark McMullin	Director	1.00	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	$722,923	$691,457	$930,809	$31,466
2024	$689,704	$705,347	$964,989	$-15,643
2023	$682,169	$694,923	$1,178,232	$-12,754
2022	$660,911	$664,849	$1,254,980	$-3,938
2021	$651,700	$646,338	$1,515,371	$5,362
2020	$609,267	$587,570	$1,323,777	$21,697
2019	$602,155	$609,272	$1,347,920	$-7,117
2018	$593,857	$596,583	$1,446,905	$-2,726

SACRED HEART RETIREMENT COMMUNITY INC CO BARKAN MANAGEMENT COMPANY