BALA PRESBYTERIAN HOME FOUNDATION (EIN 232834398) - 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

1995

Legal Domicile

Principal Officer

JOHN H COCHRANE III

Phone

6108341001

Tax Period

2024-01-01 to 2024-12-31

BALA PRESBYTERIAN HOME FOUNDATION, founded in 1995, is a community nonprofit in the Human Services sector that reported $5.8M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 45% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT TO THE HOME'S FORMER RESIDENTS AND FURTHER AFFILIATES' MISSION.

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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 $172,173

Program Service Revenue $0

Investment Income $5,656,725

Other Revenue $0

TOTAL REVENUE $5,828,898

Expense Breakdown

Grants Paid $2,953,482

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,956,019

Other Expenses $237,283

TOTAL EXPENSES $3,190,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,828,898	$3,739,152	+0.6%
Expenses	$3,190,765	$3,285,845	0.0%
Net Income	$2,638,133	$453,307	+4.8%

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

$4,549,269

Total Directors

$136,000

Key Employees

$1,474,806

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM G YOUNG JR	CHAIR	0.10	Officer Director	$0	$0	$0
RANDALL L STAMPER	BOARD MEMBER, EX-OFFICIO	0.10	Director	$0	$0	$73,000
ALAN GRIFFITH	BOARD MEMBER, EX-OFFICIO	0.10	Director	$0	$0	$63,000
HARRY G DITTMANN	BOARD MEMBER	0.10	Director	$0	$0	$0
G ROBERT OVERHISER JR	BOARD MEMBER	0.10	Director	$0	$0	$0
BRUCE L CASTOR ESQ	BOARD MEMBER	0.10	Director	$0	$0	$0
BRUCE DEARNLEY	BOARD MEMBER	0.10	Director	$0	$0	$0
JOHN H COCHRANE III	PRESIDENT/CHIEF EXECUTIVE OFFICER	0.50	Officer	$0	$292,739	$1,566,593
DANIEL OGUS	CHIEF OPERATING OFFICER	0.50	Officer	$0	$184,062	$1,147,903
ANDREW MCDONALD	CHIEF FINANCIAL OFFICER	0.50	Officer	$0	$84,590	$758,654
BETHANY GHASSEMI	CHIEF LEGAL COUNSEL	0.50	Officer	$0	$71,504	$659,066
NICK LINDBERG	CHIEF INFORMATION OFFICER	0.50	Officer	$0	$3,983	$417,053
JAMES PARK	SVP CORPORATE COMMUNICATION	0.50	Key Emp	$0	$34,521	$305,685
ANIKA HARTOUNIAN	VP OF FINANCE	0.20	Key Emp	$0	$45,023	$430,662
CYNTHIA SALGADO	VP CORPORATE COMPLIANCE	0.50	Key Emp	$0	$15,387	$287,341
JENNIFER S KAPPEN	SVP AFFORDABLE HOUSING	0.20	Key Emp	$0	$48,298	$451,118

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	$5,828,898	$3,190,765	$70,037,529	$2,638,133
2023	$3,739,152	$3,285,845	$65,577,996	$453,307
2022	$1,339,025	$1,754,605	$60,131,382	$-415,580
2021	$6,894,572	$1,667,177	$70,544,669	$5,227,395
2020	$2,390,668	$1,316,465	$64,743,304	$1,074,203
2019	$2,943,936	$1,274,640	$59,873,461	$1,669,296
2018	$3,052,334	$2,447,656	$52,765,799	$604,678

BALA PRESBYTERIAN HOME FOUNDATION