Bridgewater Home Inc (EIN 546043653) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Phone

5408280462

Tax Period

2023-10-01 to 2024-09-30

Bridgewater Home Inc, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $22.3M in total revenue in fiscal year 2017. Expenses of $20.5M left a modest 8% surplus.

Mission

Assisted Living and Nursing Care

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $688,738

Program Service Revenue $28,975,509

Investment Income $612,438

Other Revenue $0

TOTAL REVENUE $30,276,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,443,032

Fundraising Expenses $0

Program Expenses $24,946,346

Other Expenses $10,871,561

TOTAL EXPENSES $28,314,593

Year-over-Year Comparison

	2023	2022	Change
Revenue	$30,276,685	$29,024,417	+0.0%
Expenses	$28,314,593	$26,683,834	+0.1%
Net Income	$1,962,092	$2,340,583	-0.2%

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

581

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

$602,742

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rodney Alderfer	President	0.00	Officer	$0	$28,786	$310,402
James Weaver	Treasurer	0.00	Officer	$0	$20,966	$208,178
Jeffrey Lambert	VP of Health Serv.	40.00		$134,513	$14,728	$149,241
Nicole Yeago	Direct. of Therapy	40.00		$106,393	$8,478	$114,871
Cindy Morris	Director of Nsg.	40.00		$94,320	$18,601	$112,921
Paul Derrick	Therapist	40.00		$99,934	$6,005	$105,939
Roubinah Niaz	Nurse	40.00		$97,370	$6,658	$104,028
Pam Sherman	Secretary	0.00	Officer	$0	$10,840	$84,162
Craig Landes	Director	0.00	Director	$0	$0	$0
Bob Wheatley	Director	0.00	Director	$0	$0	$0
Ann Siciliano	Vice Chair	0.00	Officer Director	$0	$0	$0
Betsy Hedrick	Director	0.00	Director	$0	$0	$0
Jennifer Shirkey ESQ	Director	0.00	Director	$0	$0	$0
Sherry Mongold	Director	0.00	Director	$0	$0	$0
Henry Hawkins	Director	0.00	Director	$0	$0	$0
John Neff	Director	0.00	Director	$0	$0	$0
Abram Shearer	Chairman	0.00	Officer Director	$0	$0	$0
William Kyger Jr	Director	0.00	Director	$0	$0	$0
Larry Powell	Director	0.00	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
2024	$30,276,685	$28,314,593	$55,739,829	$1,962,092
2023	$29,024,417	$26,683,834	$54,585,292	$2,340,583
2022	$25,645,806	$24,511,034	$56,586,577	$1,134,772
2021	$26,947,676	$22,074,859	$58,077,562	$4,872,817
2020	$21,384,717	$21,234,703	$60,398,940	$150,014
2019	$19,380,090	$20,458,357	$55,907,875	$-1,078,267
2018	$22,322,545	$20,475,780	$55,576,470	$1,846,765

Bridgewater Home Inc