Addison County Home Health Hospice Inc (EIN 237032401) - 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

1969

Legal Domicile

Principal Officer

Deborah Wesley

Phone

8023887259

Tax Period

2024-07-01 to 2024-12-31

Addison County Home Health Hospice Inc, founded in 1969, is a community nonprofit in the Health Care sector that reported $3.8M in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring.

Mission

The mission of Addison County Home Health & Hospice, Inc., a non-profit agency, is to provide high quality, comprehensive community health care to residents of Addison County.

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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 $320,600

Program Service Revenue $3,475,614

Investment Income $35,951

Other Revenue $10,894

TOTAL REVENUE $3,843,059

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,221,784

Fundraising Expenses $0

Program Expenses $3,252,788

Other Expenses $921,440

TOTAL EXPENSES $4,143,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,843,059	$7,850,791	-0.5%
Expenses	$4,143,224	$7,983,648	-0.5%
Net Income	$-300,165	$-132,857	+1.3%

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

104

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

$317,998

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marie Jewett	President	1.00	Officer Director	$0	$0	$0
Nancy D Foster	Vice President	1.00	Officer Director	$0	$0	$0
Sarah Taylor	Treasurer	1.00	Officer Director	$0	$0	$0
James Pugh	Secretary	1.00	Officer Director	$0	$0	$0
Hilary Desilets	Director	1.00	Director	$0	$0	$0
Laura Forman	Director	1.00	Director	$0	$0	$0
Kate Gridley	Director	1.00	Director	$0	$0	$0
Ian Patrick Phair	Director	1.00	Director	$0	$0	$0
Sandy Robinson	Director	1.00	Director	$0	$0	$0
Len Schmidt	Director	1.00	Director	$0	$0	$0
David Shaw	Director	1.00	Director	$0	$0	$0
John Vann	Director	1.00	Director	$0	$0	$0
Ruth Whitney	Director	1.00	Director	$0	$0	$0
Bryan Young	Director	1.00	Director	$0	$0	$0
Deborah Wesley	CEO	40.00	Officer	$186,242	$31,919	$218,161
Justine Hesseltine	Director of Finance	40.00	Officer	$63,347	$36,490	$99,837
Lisa Shaffer-Busby	CIO	40.00	Highest	$110,357	$6,216	$116,573
Sarah Frisch	Hospice Nurse	40.00	Highest	$104,068	$27,168	$131,236

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	$3,843,059	$4,143,224	$8,677,339	$-300,165
2024	$7,850,791	$7,983,648	$8,851,684	$-132,857
2023	$9,654,049	$8,445,244	$7,894,460	$1,208,805
2022	$8,057,439	$7,787,627	$6,433,875	$269,812
2021	$11,722,504	$8,466,869	$6,482,435	$3,255,635
2020	$8,573,926	$8,783,413	$4,792,451	$-209,487
2019	$9,335,841	$9,479,362	$3,360,539	$-143,521
2018	$11,060,398	$10,144,337	$3,631,274	$916,061

Addison County Home Health Hospice Inc