THE BAPTIST HOME FOUNDATION (EIN 232927309) - 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

LISA SOFIA

Phone

2156247575

Tax Period

2019-07-01 to 2020-06-30

THE BAPTIST HOME FOUNDATION, founded in 2005, is a micro nonprofit that reported $16K in total revenue in fiscal year 2019. The organization ran a surplus of $11K, a strong 68% operating margin.

Mission

TO SUPPORT THE BAPTIST HOMES OF PHILADELPHIA AND ITS FACILITIES THROUGH PHILANTHROPY

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $15,802

Other Revenue $0

TOTAL REVENUE $15,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,064

TOTAL EXPENSES $5,064

Year-over-Year Comparison

	2019	2018	Change
Revenue	$15,802	N/A	N/A
Expenses	$5,064	$24	+210.0%
Net Income	$10,738	$-24	-448.4%

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

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

$478,934

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN BLEIER	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
NEAL MERMELSTEIN DO	BOARD MEMBER	1.00	Director	$0	$0	$0
REV JERRY SANDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL SCHWARTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
STACEY ZILL	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA SOPHIA	PRESIDENT & CEO	40.00	Officer	$0	$0	$369,000
JUDITH M ZDUNKIEWICZ	DIRECTOR OF FINANCE	40.00	Officer	$0	$0	$109,934
STANLEY A RYNKIEWICZ III	ADMINISTRATOR	40.00	Highest	$0	$0	$148,178

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
2020	$15,802	$5,064	$815,465	$10,738
2018	No data	$59	$730,547	No data

THE BAPTIST HOME FOUNDATION