Barb City Manor Inc (EIN 363602051) - 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

1988

Legal Domicile

Principal Officer

Sarah Davis

Phone

8157568444

Tax Period

2024-07-01 to 2025-06-30

Barb City Manor Inc, founded in 1988, is a community nonprofit in the Housing & Shelter sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $5.1M represent 34 months of operating reserves.

Mission

Barb City Manor Inc. represents a special concept in affordable retirement living with security, dignity, and independence. It is a senior residence designed to accommodate singles or couples, 62 years of age or older, who are ambulatory and who desire to lead an active life without responsibilities of home ownership.

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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 $225,907

Program Service Revenue $1,471,594

Investment Income $108,950

Other Revenue $1,269

TOTAL REVENUE $1,807,720

Expense Breakdown

Grants Paid $670

Salaries & Benefits $1,093,144

Fundraising Expenses $0

Program Expenses $1,673,204

Other Expenses $671,758

TOTAL EXPENSES $1,765,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,807,720	$2,047,470	-0.1%
Expenses	$1,765,572	$1,775,187	0.0%
Net Income	$42,148	$272,283	-0.8%

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

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

$165,152

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melissa Gallagher	President (From 7/24)	1.00	Officer Director	$0	$0	$0
Helen Maurer	President (Until 6/24)	1.00	Officer Director	$0	$0	$0
Christi Coulter	Vice President (From 7/24)	1.00	Officer Director	$0	$0	$0
Kate Noreiko	Vice President (Until 6/24)	1.00	Officer Director	$0	$0	$0
Dennis Maakestad	Secretary (From 7/24)	1.00	Officer Director	$0	$0	$0
Eric Rozee	Treasurer (From 7/24)	1.00	Officer Director	$0	$0	$0
Sue Russell	Treasurer (Until 6/24))	1.00	Officer Director	$0	$0	$0
Brianna Holloway	Director	1.00	Director	$0	$0	$0
Christie Krupp	Director	1.00	Director	$0	$0	$0
Rick Overhaug	Director	1.00	Director	$0	$0	$0
Ann Bostic	Director (From 10/24)	1.00	Director	$0	$0	$0
Bob Brown	Director	1.00	Director	$0	$0	$0
Dave Gommel	Director	1.00	Director	$0	$0	$0
Sheryl Nackonechny	Director (From 7/24)	1.00	Director	$0	$0	$0
Gayle Ornelas	Director (From 8/24)	1.00	Director	$0	$0	$0
Walter Meyers	Director (From 10/24)	1.00	Director	$0	$0	$0
Adrian Espinosa	Director (Until 6/24)	1.00	Director	$0	$0	$0
Maureen Gerrity	Administrator	40.00	Officer	$70,574	$0	$70,574
Sarah Davis	Executive Director	40.00	Officer	$94,578	$0	$94,578

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	$1,807,720	$1,765,572	$5,485,024	$42,148
2024	$2,047,470	$1,775,187	$5,256,101	$272,283
2023	$1,675,996	$1,621,070	$4,843,984	$54,926
2022	$1,050,193	$1,526,494	$4,219,744	$-476,301
2021	$1,767,686	$1,430,616	$4,999,219	$337,070
2020	$1,399,572	$1,423,529	$4,521,401	$-23,957
2019	$1,350,570	$1,320,037	$4,243,372	$30,533
2018	$1,347,644	$1,210,301	$2,689,413	$137,343

Barb City Manor Inc