Methow At Home

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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

2015

Legal Domicile

Principal Officer

Leslie A Luther

Phone

5099963888

Tax Period

2023-01-01 to 2023-12-31

Methow At Home, founded in 2015, is a small nonprofit in the Human Services sector that reported $240K in total revenue in fiscal year 2023. The organization ran a surplus of $86K, a strong 36% operating margin.

Mission

Methow At Home serves our community through the transitions of aging with dignity and respect. We are building a multi-generational community where we honor, appreciate, and connect through 4 essential practices: Member services, Social connection, Preparedness and planning, Education and empowerment.

Program Service Accomplishments

Program 1

Expenses: $7,938 Revenue: $86,660

Dementia Support Programming: Methow At Home is a leader in innovative, non-medical dementia support and education in the Methow Valley. We deliver a community-centered, creative, and adaptable...

Dementia Support Programming: Methow At Home is a leader in innovative, non-medical dementia support and education in the Methow Valley. We deliver a community-centered, creative, and adaptable program that supports the care partner and has the ability to meet the changing needs of people living with dementia as the disease progresses. We offer free classes for the community about dementia, facilitate support groups for care partners, host Creative Aging arts-based dementia adult programs, and provide trained volunteer Social respite care for families living with dementia in the household.

Program 2

Expenses: $14,025 Revenue: $14,025

Service Program: Methow At Home offers free or subsidized service for over 60 low-income, rural, older adult households. The free services are funded by private and public donations and bring support for daily living along with social and educational programming to the most vulnerable older adults in our community.

Program 3

Expenses: $805 Revenue: $6,000

Falls Prevention Program: Methow at Home is a leader in community wide Fall Prevention Campaign for the Methow Valley, collaborating with multiple local agencies in a coordinated effort to offer...

Falls Prevention Program: Methow at Home is a leader in community wide Fall Prevention Campaign for the Methow Valley, collaborating with multiple local agencies in a coordinated effort to offer falls risk and prevention education, reduce/prevent new falls, and seek a more thorough follow up for people once they have had an injurious fall. Methow at Home offers ongoing education, resources, classes, and events that support older adults in falls prevention strategies along with evidence-based approaches to improving strength and balance including: Finding Our Balance Senior Health Fair, SAIL classes, Tai Ji classes, and Matter of Balance.

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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 $131,364

Program Service Revenue $106,685

Investment Income $2,027

Other Revenue $0

TOTAL REVENUE $240,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,396

Fundraising Expenses $0

Program Expenses $153,981

Other Expenses $34,585

TOTAL EXPENSES $153,981

Year-over-Year Comparison

	2023	2022	Change
Revenue	$240,076	N/A	N/A
Expenses	$153,981	N/A	N/A
Net Income	$86,095	N/A	N/A

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

138

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
Barbara Preston	President	8.00	Officer	$0	$0	$0
Jan Kittleson	Vice President	2.00	Officer	$0	$0	$0
Jim Wurzer	Secretary	2.00	Officer	$0	$0	$0
Leslie Luther	Treasurer	2.00	Officer	$0	$0	$0
Jane Hill	Director	1.50	Director	$0	$0	$0
Michael Brady	Director	4.00	Director	$0	$0	$0
Gudrun Brunot	Director	1.30	Director	$0	$0	$0
Amber Stokes	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$240,076	$153,981	$272,373	$86,095