THE BRETHREN HOME FOUNDATION

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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

1987

Legal Domicile

Phone

7176242161

Tax Period

2022-07-01 to 2023-06-30

THE BRETHREN HOME FOUNDATION, founded in 1987, is a community nonprofit in the Housing & Shelter sector that reported $4.4M in total revenue in fiscal year 2022. The organization ran a surplus of $2.7M, a strong 61% operating margin.

Mission

THE BRETHREN HOME FOUNDATION RAISES FINANCIAL SUPPORT TO BENEFIT THE BRETHREN HOME COMMUNITY IN RECOGNITION OF THE COMMUNITY'S CORE VALUES AND THE JOY OF GIVING.

Program Service Accomplishments

Program 1

Expenses: $742,429

DEVELOPMENT OF FUNDING AND SUPPORT FOR AFFILIATED ORGANIZATIONS. DURING THE FISCAL YEAR, THE ORGANIZATION RAISED APPROXIMATELY $266,565 TO BENEFIT RESIDENTS WHO WERE IN NEED OF FINANCIAL ASSISTANCE. ADDITIONALLY, FUNDS WERE USED FOR FACILITIES MAINTENANCE AND TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR SENIORS. GIFTS WERE RECEIVED FROM 150 NEW DONORS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,053,298

Program Service Revenue $0

Investment Income $2,352,465

Other Revenue $5,743

TOTAL REVENUE $4,411,506

Expense Breakdown

Grants Paid $742,429

Salaries & Benefits $445,906

Fundraising Expenses $989,113

Program Expenses $742,429

Other Expenses $543,207

TOTAL EXPENSES $1,731,542

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,411,506	$4,173,366	+0.1%
Expenses	$1,731,542	$2,294,640	-0.2%
Net Income	$2,679,964	$1,878,726	+0.4%

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

$624,935

Total Directors

$382,717

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Vice Chair (Until 9/2022)	1.0	Officer Director	$0	$0	$0
N/A	ASST SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
N/A	TREASURER	1.0	Officer Director	$0	$0	$0
N/A	PRESIDENT & CEO	1.0	Officer Director	$0	$34,470	$382,717
N/A	SECRETARY	1.0	Officer Director	$0	$0	$0
N/A	VICE CHAIR	1.0	Officer Director	$0	$0	$0
N/A	CHAIR	1.0	Officer Director	$0	$0	$0
N/A	Director (until 9/2022)	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	Director (until 9/2022)	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	CHIEF FINANCIAL OFFICER	1.0	Officer	$0	$38,133	$242,218
N/A	VP OF ADVANCEMENT	40.0	Highest	$156,442	$36,232	$192,674

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$4,411,506	$1,731,542	$90,025,559	$2,679,964
2022	$4,173,366	$2,294,640	$84,952,254	$1,878,726
2021	$10,604,405	$2,937,468	$93,081,765	$7,666,937
2020	$3,005,488	$2,414,580	$82,328,832	$590,908
2019	$2,206,374	$1,608,486	$81,865,925	$597,888
2018	$1,890,971	$1,581,346	$80,516,529	$309,625