LIVEWELL BY BLAKEFORD INC (EIN 464780380) - 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

2014

Legal Domicile

Principal Officer

JANE KELLY

Phone

6156659505

Tax Period

2023-01-01 to 2023-12-31

LIVEWELL BY BLAKEFORD INC, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 7% surplus.

Mission

LIVEWELL BY BLAKEFORD COMBINES FEATURES OF LONG-TERM CARE, HOME CARE, ASSISTED LIVING AND COMMUNITY LIVING. LIVEWELL BY BLAKEFORD IS FOR HEALTHY AND INDEPENDENT OLDER ADULTS WHO ARE PASSIONATE ABOUT REMAINING IN THEIR OWN HOMES AS THEY AGE.

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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 $0

Program Service Revenue $1,108,856

Investment Income $16,877

Other Revenue $0

TOTAL REVENUE $1,125,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $277,746

Fundraising Expenses $0

Program Expenses $926,718

Other Expenses $771,413

TOTAL EXPENSES $1,049,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,125,733	$793,451	+0.4%
Expenses	$1,049,159	$1,059,435	0.0%
Net Income	$76,574	$-265,984	-1.3%

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

$83,179

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH W HARWELL	CHAIR/SECRETARY	1.00	Officer Director	$0	$0	$0
TAMMY BOEHMS	TREASURER	1.00	Officer Director	$0	$0	$0
GINNA BETTS	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY BLEDSOE	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET CONNOR	BOARD MEMBER	1.00	Director	$0	$0	$0
FRED EWING	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW FAWAZ	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY FRISBY	BOARD MEMBER	1.00	Director	$0	$0	$0
DR DAVID GREGORY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK PIERCE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY CLARE PYRON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS WAS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN BARNES	CEO/PRESIDENT	1.40	Officer	$0	$808	$12,569
ALLISON GRIFFITH	COO/VICE PRESIDENT	1.40	Officer	$0	$342	$5,054
AL GRIFFIN	CFO	1.40	Officer	$0	$403	$4,855
JANE KELLEY	HCBS DIRECTOR	20.00	Officer	$0	$2,328	$60,701

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	$1,125,733	$1,049,159	$1,527,440	$76,574
2022	$793,451	$1,059,435	$772,954	$-265,984
2021	$707,400	$698,042	$825,531	$9,358
2020	$696,002	$710,090	$455,980	$-14,088
2019	$588,144	$501,325	$678,077	$86,819
2018	$458,103	$397,088	$538,831	$61,015

LIVEWELL BY BLAKEFORD INC