BRISTOL GARDENS INC (EIN 236448669) - 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

1968

Legal Domicile

Principal Officer

JOSHUA KLEIN

Phone

2157883363

Tax Period

2024-01-01 to 2024-12-31

BRISTOL GARDENS INC, founded in 1968, is a community nonprofit in the Housing & Shelter sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 211% from the prior year, signaling strong growth momentum. The organization ran a surplus of $691K, a strong 48% operating margin.

Mission

SUPPORT OF LOW AND MODERATE INCOME HOUSING IN BUCKS COUNTY PENNSYLVANIA THROUGH THE ISSUANCE OF GRANTS

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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 $16,600

Investment Income $1,433,878

Other Revenue $0

TOTAL REVENUE $1,450,478

Expense Breakdown

Grants Paid $178,442

Salaries & Benefits $311,362

Fundraising Expenses $0

Program Expenses $210,458

Other Expenses $270,098

TOTAL EXPENSES $759,902

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,450,478	$466,891	+2.1%
Expenses	$759,902	$378,847	+1.0%
Net Income	$690,576	$88,044	+6.8%

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

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

$293,755

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA KLEIN	PRESIDENT/ T	28.00	Officer	$200,000	$43,755	$243,755
ALEXANDER KLEIN	VICE PRESIDE	1.00	Officer	$50,000	$0	$50,000

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	$1,450,478	$759,902	$48,886,668	$690,576
2023	$38,662,045	$3,016,746	$42,558,348	$35,645,299
2023	$466,891	$378,847	$44,960,593	$88,044
2022	$3,317,780	$3,262,318	$8,203,206	$55,462
2021	$3,334,123	$3,160,556	$8,219,419	$173,567
2020	$3,364,030	$3,208,672	$7,976,017	$155,358
2019	$3,410,155	$3,118,901	$7,788,395	$291,254
2018	$3,439,816	$3,045,567	$7,538,655	$394,249

BRISTOL GARDENS INC