THE BERNIE HOUSE (EIN 237237295) - 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

1999

Legal Domicile

Principal Officer

PATRICIA SLAUGHTER

Phone

4439515193

Tax Period

2024-01-01 to 2024-12-31

THE BERNIE HOUSE, founded in 1999, is a small nonprofit that reported $370K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $192K, a strong 52% operating margin.

Mission

SEE MISSION STATEMENT ON SCHEDULE O

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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 $365,762

Program Service Revenue $3,506

Investment Income $626

Other Revenue $0

TOTAL REVENUE $369,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,520

Fundraising Expenses $0

Program Expenses $152,888

Other Expenses $141,689

TOTAL EXPENSES $178,209

Year-over-Year Comparison

	2024	2023	Change
Revenue	$369,894	$270,182	+0.4%
Expenses	$178,209	$160,298	+0.1%
Net Income	$191,685	$109,884	+0.7%

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

$30,120

Total Directors

$30,120

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA SLAUGHTER	CEO	025.00	Officer Director	$30,120	$0	$30,120
KATHLEEN HUGHES	SECRETARY	002.00	Officer Director	$0	$0	$0
SIABHAN DOWNS	PRESIDENT	010.00	Officer Director	$0	$0	$0
ELIZABETH KOTROBA	VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
ANGELA HOWES	DIRECTOR	002.00	Director	$0	$0	$0
CONNIE HUGHES	DIRECTOR	002.00	Director	$0	$0	$0
MICHAEL HUGHES	DIRECTOR	002.00	Director	$0	$0	$0
ANGELA KNOTT	DIRECTOR	002.00	Director	$0	$0	$0
JOHN AITKEN	DIRECTOR	002.00	Director	$0	$0	$0
PAM COLE-FINLAY	DIRECTOR	002.00	Director	$0	$0	$0
AMY GRIEST	DIRECTOR	002.00	Director	$0	$0	$0
HEATHER GIOVINGO	DIRECTOR	002.00	Director	$0	$0	$0
LORI SCHRAMEK	DIRECTOR	002.00	Director	$0	$0	$0

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	$369,894	$178,209	$647,930	$191,685
2023	$270,182	$160,298	$535,681	$109,884
2022	$246,233	$148,549	$438,503	$97,684

THE BERNIE HOUSE