Barbara & Grace Inc

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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

1987

Legal Domicile

Principal Officer

Joseph J Markusic

Phone

9048380057

Tax Period

2023-01-01 to 2023-12-31

Barbara & Grace Inc, founded in 1987, is a small nonprofit in the Mental Health sector that reported $430K in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $407K left a modest 5% surplus.

Mission

To provide safe sober living facilites, job opportunities and additional access to needed serices for men in achohol and drug abuse recovery.

Program Service Accomplishments

Program 1

Expenses: $264,255 Revenue: $271,522

Provide Housing for men in Recovery

Program 2

Expenses: $142,786 Revenue: $155,105

Provide work opportunities through metall shop, wood mill shop and lawncar/ construction clean up.

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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 $4,034

Program Service Revenue $271,522

Investment Income $0

Other Revenue $154,905

TOTAL REVENUE $430,461

Expense Breakdown

Grants Paid $0

Salaries & Benefits $254,190

Fundraising Expenses $0

Program Expenses $407,041

Other Expenses $152,851

TOTAL EXPENSES $407,041

Year-over-Year Comparison

	2023	2022	Change
Revenue	$430,461	$539,623	-0.2%
Expenses	$407,041	$474,231	-0.1%
Net Income	$23,420	$65,392	-0.6%

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

Total Directors

Key Employees

$31,665

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELijah DeVall	Manager - CRRA	040.00	Key Emp	$31,665	$0	$31,665
GLoria DeVall	President	018.00	Officer	$0	$0	$0
Joseph Markusic	Secretary/Treasurer	007.00	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
2024	No data	No data	No data	No data
2023	$430,461	$407,041	$311,339	$23,420
2022	$539,623	$474,231	$261,044	$65,392