CASE BARLOW FARM (EIN 341812249) - 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

1995

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

CASE BARLOW FARM, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $120K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $137K exceeded revenue, resulting in a 14% operating deficit.

Mission

The organization's purpose is to restore, maintain, and operate the historic Case-Barlow Farm in Hudson, Ohio.

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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 $102,057

Program Service Revenue $3,687

Investment Income $2,582

Other Revenue $11,728

TOTAL REVENUE $120,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,807

Other Expenses $136,831

TOTAL EXPENSES $136,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$120,054	$234,929	-0.5%
Expenses	$136,831	$91,305	+0.5%
Net Income	$-16,777	$143,624	-1.1%

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

100

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
Barbara Bos	Trustee	3.00	Director	$0	$0	$0
Ned Kendall	Trustee	6.00	Director	$0	$0	$0
Cheryl Maimona	Trustee	8.00	Director	$0	$0	$0
Kandi O'Connor	Trustee	3.00	Director	$0	$0	$0
Linda Matty	Trustee	8.00	Director	$0	$0	$0
Paul Racketa	Trustee	16.00	Director	$0	$0	$0
Karen Smith	Trustee	3.00	Director	$0	$0	$0
Charlie Robinson	Trustee	8.00	Director	$0	$0	$0
Dan Filburn	Trustee	2.00	Director	$0	$0	$0
Curt VanBlarcum	Trustee	4.00	Director	$0	$0	$0
VJ Maranan	Trustee	3.00	Director	$0	$0	$0
Diane Herendeen	Trustee	3.00	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
2025	$120,054	$136,831	$999,509	$-16,777
2024	$234,929	$91,305	$999,509	$143,624
2023	$123,955	$78,982	$958,917	$44,973
2022	$138,834	$66,464	$864,396	$72,370
2021	$94,428	$82,491	$893,480	$11,937
2020	$206,392	$60,194	$748,042	$146,198
2019	$90,232	$63,166	$605,022	$27,066
2018	$187,714	$55,530	$578,166	$132,184

CASE BARLOW FARM