BEARMAN-GOLDEN GARDENS INC (EIN 311717156) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

MARSHA J BURT

Phone

9017856790

Tax Period

2023-07-01 to 2024-06-30

BEARMAN-GOLDEN GARDENS INC, founded in 2000, is a small nonprofit in the Housing & Shelter sector that reported $513K in total revenue in fiscal year 2023. Expenses of $628K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROVIDE LOW INCOME AFFORDABLE HOUSING TO ELDERLY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $511,148

Investment Income $1,632

Other Revenue $0

TOTAL REVENUE $512,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,083

Fundraising Expenses $0

Program Expenses $561,537

Other Expenses $496,400

TOTAL EXPENSES $628,483

Year-over-Year Comparison

	2023	2022	Change
Revenue	$512,780	$490,166	+0.0%
Expenses	$628,483	$534,354	+0.2%
Net Income	$-115,703	$-44,188	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARSHA J BURT	PRESIDENT	N/A	Officer	$0	$0	$0
LEE HARRIS	V. PRESIDENT	N/A	Officer	$0	$0	$0
CINDY REAVES	TREASURER	N/A	Officer	$0	$0	$0
HOLLYE M SHOTWELL	SECRETARY	N/A	Officer	$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
2025	No data	No data	No data	No data
2024	$512,780	$628,483	$1,787,094	$-115,703
2023	$490,166	$534,354	$1,896,352	$-44,188
2022	$480,569	$522,588	$1,940,862	$-42,019
2021	$482,480	$543,028	$2,000,825	$-60,548
2020	$455,456	$478,972	$2,054,647	$-23,516
2019	$425,670	$485,703	$2,065,147	$-60,033

BEARMAN-GOLDEN GARDENS INC