THE BISHOP MEMORIAL HOME (EIN 510207529) - 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

2003

Legal Domicile

Principal Officer

JOHN G DUNN III

Phone

2526713353

Tax Period

2023-07-01 to 2024-06-30

THE BISHOP MEMORIAL HOME, founded in 2003, is a small nonprofit that reported $152K in total revenue in fiscal year 2023. Expenses of $144K left a modest 5% surplus.

Mission

MAINTENANCE OF A HOME 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 $55,202

Program Service Revenue $86,980

Investment Income $9,460

Other Revenue $0

TOTAL REVENUE $151,642

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,749

Other Expenses $143,749

TOTAL EXPENSES $143,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$151,642	$158,134	0.0%
Expenses	$143,749	$131,821	+0.1%
Net Income	$7,893	$26,313	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN CHANCE	DIRECTOR	1.00	Director	$0	$0	$0
ETHRIDGE RICKS	DIRECTOR	1.00	Director	$0	$0	$0
PHOEBE BRILEY	DIRECTOR	1.00	Director	$0	$0	$0
ANN GOLDMAN	DIRECTOR	1.00	Director	$0	$0	$0
JULIA SPEIGHT	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYNE EVANS	SECRETARY	1.00	Officer	$0	$0	$0
JOHN G DUNN III	CHAIRMAN	1.00	Officer	$0	$0	$0
BEN PARRISH	TREASURER	1.00	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	No data	No data	No data	No data
2024	$151,642	$143,749	$781,364	$7,893
2023	$158,134	$131,821	$773,471	$26,313
2022	$148,970	$155,188	$747,158	$-6,218
2021	$142,711	$160,316	$753,376	$-17,605
2020	$133,900	$137,077	$770,981	$-3,177
2018	$121,374	$122,298	$803,033	$-924

THE BISHOP MEMORIAL HOME