COMFORT BRIDGE DBA CARE SYNERGY (EIN 471820366) - 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

TIM J BOWEN

Phone

3033986252

Tax Period

2023-01-01 to 2023-12-31

COMFORT BRIDGE DBA CARE SYNERGY, founded in 2014, is a mid-sized nonprofit in the Health Care sector that reported $15.0M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

PROVIDES MISSION SUPPORT SERVICES FOR NONPROFIT HOME HEALTH CARE AND COMMUNITY-BASED HOSPICE AND PALLIATIVE CARE AFFILIATE ORGANIZATIONS SERVING COLORADO'S FRONT RANGE.

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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 $14,978,174

Investment Income $19,541

Other Revenue $0

TOTAL REVENUE $14,997,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,834,486

Fundraising Expenses $0

Other Expenses $5,243,899

TOTAL EXPENSES $15,078,385

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,997,715	$13,472,761	+0.1%
Expenses	$15,078,385	$12,762,110	+0.2%
Net Income	$-80,670	$710,651	-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

133

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

$1,509,842

Total Directors

$1,029,678

Key Employees

$1,498,547

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM J BOWEN	PRESIDENT/CHIEF EXECUTIVE OFFICER	56.00	Officer Director	$853,855	$175,823	$1,029,678
BEN PRICE	BOARD CHAIRMAN	1.00	Officer Director	$0	$0	$0
GARY PREMER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RODNEY RICE	BOARD SECRETARY & TREASURER	1.00	Officer Director	$0	$0	$0
BRAD BAUMGARTNER	DIRECTOR	1.00	Director	$0	$0	$0
ADAM BERGQUIST	DIRECTOR	1.00	Director	$0	$0	$0
NANCY BOTILLER	DIRECTOR	1.00	Director	$0	$0	$0
KAY COWLING	DIRECTOR	1.00	Director	$0	$0	$0
KAREN DAWSON	DIRECTOR	1.00	Director	$0	$0	$0
MARY BETH SAVORY	DIRECTOR	1.00	Director	$0	$0	$0
JOANN LOVINS	DIRECTOR	1.00	Director	$0	$0	$0
ADELE PHELAN	DIRECTOR	1.00	Director	$0	$0	$0
SR MARY COLLEEN SCHWARZ	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON SCHULZE	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL E TOSETTI	CHIEF FINANCIAL OFFICER	40.00	Officer	$403,658	$76,506	$480,164
JOHN BLASCHKE	CHIEF INFORMATION OFFICER	40.00	Key Emp	$270,871	$78,645	$349,516
PATRICIA FORD	VP OF OPERATIONS	40.00	Key Emp	$429,562	$78,746	$508,308
PATRICIA MEHNERT - DIRECTOR OF	CORPORATE COMPLIANCE/RISK MANAGEMENT	40.00	Key Emp	$272,001	$54,143	$326,144
CRYSTAL O'BRIEN	VP OF HUMAN RESOURCES	40.00	Key Emp	$242,172	$72,407	$314,579
DARCI DAVIS	VP BUSINESS DEVELOPMENT	40.00	Highest	$174,615	$20,357	$194,972
DAVID DIORDANO	VP DEVELOPMENT	40.00	Highest	$145,676	$18,598	$164,274
PETER SCHOOMAKER	CONTROLLER	40.00	Highest	$138,808	$29,858	$168,666
ROBERT HOWE CMO FROM 630	TDH MEDICAL DIR. (THRU 6/30)	40.00	Highest	$137,080	$38,394	$308,398
MICHAEL VOGT	INFRASTRUCTURE TECH MGR.	40.00	Highest	$114,070	$36,084	$150,154

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	$14,997,715	$15,078,385	$9,049,497	$-80,670
2022	$13,472,761	$12,762,110	$9,309,219	$710,651
2021	$12,453,439	$12,453,439	$5,212,521	No data
2020	$14,731,070	$12,853,070	$8,001,844	$1,878,000
2019	$9,859,769	$9,859,769	$14,236,906	No data
2018	$9,339,143	$9,339,187	$6,937,260	$-44

COMFORT BRIDGE DBA CARE SYNERGY