BARC HOUSING INC (EIN 591759688) - 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

1978

Legal Domicile

Tax Period

2024-10-01 to 2025-09-30

BARC HOUSING INC, founded in 1978, is a community nonprofit that reported $8.5M in total revenue in fiscal year 2024. Expenses of $7.9M left a modest 7% surplus.

Mission

To provide a broad array of services designed to meet the day to day needs of its residents including assistance with and training related to daily living skills, vocational training, meaningful day activities, transportation, theraputic and health related services among others.

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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 (2024)

Revenue Breakdown

Contributions & Grants $272,115

Program Service Revenue $8,146,789

Investment Income $47,789

Other Revenue $4,849

TOTAL REVENUE $8,471,542

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,772,903

Fundraising Expenses $0

Program Expenses $7,014,122

Other Expenses $4,094,666

TOTAL EXPENSES $7,867,569

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,471,542	$8,061,720	+0.1%
Expenses	$7,867,569	$7,134,017	+0.1%
Net Income	$603,973	$927,703	-0.3%

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

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

$373,141

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Price	PresidentCEO	2.00	Officer	$0	$12,223	$227,518
Jennifer Rozman	Chief People Officer	2.00	Highest	$0	$9,581	$155,337
Kimberly Vassar	CAO	2.00	Officer	$0	$10,236	$145,623
Shawn Preston	VP Children Services	2.00	Highest	$0	$10,285	$139,298
Jennifer Saint Louis	VP of Workforce Services	38.00	Highest	$0	$6,904	$130,259
Craig Zeleznik	Chief of Culnary	2.00	Highest	$0	$2,421	$122,841
Patricia Fonseca	VP of Adult Services	2.00	Highest	$0	$9,900	$121,717
Michael Wild	Past Chair	2.00	Officer Director	$0	$0	$0
Steve Pattison	Treasurer	2.00	Officer Director	$0	$0	$0
Adam Corin	Board Member	2.00	Director	$0	$0	$0
Andrew Garnett	Board Member	2.00	Director	$0	$0	$0
Brittany Stiles	Board Member	2.00	Director	$0	$0	$0
Chad Clark	Board Member	2.00	Director	$0	$0	$0
Kathy Salerno	Board Member	2.00	Director	$0	$0	$0
Jason Atlass	Board Member	2.00	Director	$0	$0	$0
Jennifer Escobar	Board Member	2.00	Director	$0	$0	$0
Joel Mayersohn	Board Member	2.00	Director	$0	$0	$0
Katie Masucci	Board Member	2.00	Director	$0	$0	$0
Libby Peterson	Board Member	2.00	Director	$0	$0	$0
Melissa Milroy	Board Member	2.00	Director	$0	$0	$0
Natalie Glusman	Board Member	2.00	Director	$0	$0	$0
Sharifa Jarrett	Board Member	2.00	Officer Director	$0	$0	$0
Lisa Wulff	Board Member	2.00	Director	$0	$0	$0
Kim Cagiano	Chair	2.00	Officer Director	$0	$0	$0
Jeff Lowe	Board Member	2.00	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	$8,471,542	$7,867,569	$5,527,746	$603,973
2024	$8,061,720	$7,134,017	$4,639,586	$927,703
2023	$9,124,227	$6,841,508	$3,959,978	$2,282,719
2022	$5,946,940	$5,533,666	$1,611,801	$413,274
2021	$4,795,188	$4,900,017	$1,264,724	$-104,829
2020	$5,072,789	$4,819,349	$1,384,313	$253,440
2019	$4,782,937	$4,706,400	$1,326,325	$76,537
2018	$4,635,960	$4,659,503	$1,057,349	$-23,543

BARC HOUSING INC