BETH-ANNE EXTENDED LIVING (EIN 364372019) - 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

2000

Legal Domicile

Principal Officer

SHARIF WALKER

Phone

7734737870

Tax Period

2024-07-01 to 2025-06-30

BETH-ANNE EXTENDED LIVING, founded in 2000, is a community nonprofit in the Housing & Shelter sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.9M exceeded revenue, resulting in a 27% operating deficit.

Mission

PROVIDE ASSISTED LIVING AND HOUSING FOR LOW INCOME ELDERLY AND DISABLED INDIVIDUALS

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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 $0

Program Service Revenue $1,460,669

Investment Income $14,700

Other Revenue $178

TOTAL REVENUE $1,475,547

Expense Breakdown

Grants Paid $0

Salaries & Benefits $288,325

Fundraising Expenses $0

Program Expenses $1,539,375

Other Expenses $1,585,356

TOTAL EXPENSES $1,873,681

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,475,547	$1,310,776	+0.1%
Expenses	$1,873,681	$1,438,406	+0.3%
Net Income	$-398,134	$-127,630	+2.1%

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

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
ANDREW CURTIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CLARIBEL RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
FRANK BASS	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA GREEN	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY EDELSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JOE YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
LOLITA SLAUGHTER	FINANCE DIRECTOR	1.00	Officer Director	$0	$0	$0
MAHOMED OUEDRAGO	TREASURER	1.00	Officer Director	$0	$0	$0
SHARIF WALKER	PRESIDENT / CEO	1.00	Officer Director	$0	$0	$0
SHERMAN HICKS	DIRECTOR	1.00	Director	$0	$0	$0
VAUNA HERNANDEZ	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
VIRGINIA SPITZER	DIRECTOR	1.00	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	$1,475,547	$1,873,681	$6,082,162	$-398,134
2024	$1,310,776	$1,438,406	$6,205,946	$-127,630
2023	$1,281,533	$1,463,283	$6,339,073	$-181,750
2022	$1,163,846	$1,418,994	$6,582,447	$-255,148
2021	$1,044,927	$1,358,127	$6,716,993	$-313,200
2019	$893,303	$1,108,141	$7,193,973	$-214,838
2018	$910,191	$1,236,706	$7,372,797	$-326,515

BETH-ANNE EXTENDED LIVING