COTTAGE OF BARTLESVILLE INC A NON-PROFIT CORPORATION (EIN 473919006) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

Lana Smith

Phone

9182148854

Tax Period

2025-01-01 to 2025-12-31

COTTAGE OF BARTLESVILLE INC A NON-PROFIT CORPORATION, founded in 2016, is a small nonprofit in the Human Services sector that reported $403K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 16% operating margin.

Mission

The Cottage provides free pregnancy tests, mobile ultrasound clinics, mom/baby resources and residntial care for ladies who are pregnant and need help.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $397,051

Program Service Revenue $0

Investment Income $6,178

Other Revenue $0

TOTAL REVENUE $403,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $169,382

Fundraising Expenses $15,792

Program Expenses $209,961

Other Expenses $171,257

TOTAL EXPENSES $340,639

Year-over-Year Comparison

	2025	2024	Change
Revenue	$403,229	$307,728	+0.3%
Expenses	$340,639	$288,657	+0.2%
Net Income	$62,590	$19,071	+2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

$38,061

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lana Smith	Executive Director	25	Director	$38,061	$0	$38,061
Jonathan Russell	Chair	5	Officer	$0	$0	$0
Rob Fries	Vice Chair	1	Officer	$0	$0	$0
Sara Glenn	Secretary	1	Officer	$0	$0	$0
Melanie Russell	Member	1	Officer	$0	$0	$0
Nicole McKinney	Member	1	Officer	$0	$0	$0
Laura Gorman	Member	1	Officer	$0	$0	$0
Donna Hogan	Member	1	Officer	$0	$0	$0
Joseph Glenn	Member	1	Officer	$0	$0	$0
Lucas Nettles	Treasurer	1	Officer	$0	$0	$0
Kate Bruce	Member	1	Officer	$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	$403,229	$340,639	$724,202	$62,590
2024	No data	No data	No data	No data
2023	$587,077	$321,711	$742,426	$265,366
2022	$370,430	$200,516	$623,575	$169,914
2021	$209,576	$154,957	$453,661	$54,619
2020	$173,240	$151,636	$398,039	$21,604
2019	$179,851	$128,446	$386,545	$51,405
2018	$181,846	$150,184	$351,586	$31,662

COTTAGE OF BARTLESVILLE INC A NON-PROFIT CORPORATION