BARTHELL OES HOME (EIN 421374298) - 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

1991

Legal Domicile

Principal Officer

LAURIE KREUL

Phone

5633828787

Tax Period

2023-01-01 to 2023-12-31

BARTHELL OES HOME, founded in 1991, is a community nonprofit in the Health Care sector that reported $3.4M in total revenue in fiscal year 2023.

Mission

TO PROVIDE NURSING CARE FOR THE AGED.

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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 (2023)

Revenue Breakdown

Contributions & Grants $378,104

Program Service Revenue $2,988,926

Investment Income $14,998

Other Revenue $17,782

TOTAL REVENUE $3,399,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,237,087

Fundraising Expenses $0

Program Expenses $3,023,983

Other Expenses $1,113,693

TOTAL EXPENSES $3,350,780

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,399,810	$3,159,044	+0.1%
Expenses	$3,350,780	$3,592,196	-0.1%
Net Income	$49,030	$-433,152	-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

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

$214,834

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MANDY BAKER	ADMINISTRATO	30.00	Officer	$113,247	$0	$113,247
ALISON BISHOP	DIRECTOR OF	40.00	Officer	$101,587	$0	$101,587
MARY DAVIS	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
BEV GODSEY	SECRETARY	5.00	Director	$0	$0	$0
DIANE KING	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JASON SOLAND	MEMBER	5.00	Officer Director	$0	$0	$0
MIKE WHITSON	TREASURER	5.00	Director	$0	$0	$0
DON WOHLERS	MEMBER	5.00	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	No data	No data	No data	No data
2023	$3,399,810	$3,350,780	$6,938,142	$49,030
2022	$3,159,044	$3,592,196	$7,007,814	$-433,152
2021	$3,717,159	$3,399,612	$7,452,532	$317,547
2020	$3,918,222	$3,318,360	$7,074,192	$599,862
2019	$3,491,786	$3,458,280	$6,794,306	$33,506
2018	$3,430,076	$3,304,662	$4,923,103	$125,414

BARTHELL OES HOME