BARTHOLOMEW HOUSE INC (EIN 521979394) - 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

1996

Legal Domicile

Principal Officer

LEILA A FINUCANE

Phone

3014936000

Tax Period

2024-01-01 to 2024-12-31

BARTHOLOMEW HOUSE INC, founded in 1996, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 135% from the prior year, signaling strong growth momentum.

Mission

ASSISTED LIVING RESIDENCE FOR LOW- AND MODERATE-INCOME FRAIL ELDERLY PERSONS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $50,813

Program Service Revenue $2,751,842

Investment Income $15,903

Other Revenue $1,465

TOTAL REVENUE $2,820,023

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,749,298

Other Expenses $2,827,773

TOTAL EXPENSES $2,977,773

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,820,023	$1,198,282	+1.4%
Expenses	$2,977,773	$1,385,854	+1.1%
Net Income	$-157,750	$-187,572	-0.2%

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

N/A

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

$1,676,326

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD TOMASSO	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL GILL	DIRECTOR	0.50	Director	$0	$0	$0
MAURICE PERRY	DIRECTOR	0.50	Director	$0	$0	$0
JACQUELINE R SMEDLEY	VICE PRESIDENT	1.00	Officer	$0	$43,175	$331,543
JEFFREY BLACKWELL	ASST SECRETARY	1.00	Officer	$0	$41,004	$294,364
LEILA A FINUCANE	PRESIDENT & CEO	1.00	Officer	$0	$54,018	$479,592
MICHELLE M LIMERES	TREASURER	1.00	Officer	$0	$43,948	$300,874
SARAH O'RIELLY	SECRETARY	1.00	Officer	$0	$42,254	$269,953

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	$2,820,023	$2,977,773	$3,072,216	$-157,750
2023	$2,447,112	$2,546,239	$3,260,699	$-99,127
2023	$1,198,282	$1,385,854	$3,338,575	$-187,572
2022	$2,164,165	$2,309,012	$3,468,493	$-144,847
2021	$2,201,944	$2,501,951	$3,644,412	$-300,007
2020	$2,127,564	$2,319,928	$4,221,828	$-192,364
2019	$2,075,205	$1,990,461	$3,493,743	$84,744
2018	$1,833,709	$1,827,630	$3,473,985	$6,079

BARTHOLOMEW HOUSE INC