THE BLAKEFORD AT GREEN HILLS (EIN 621533400) - 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

1992

Legal Domicile

Principal Officer

BRIAN BARNES

Phone

6156659505

Tax Period

2023-01-01 to 2023-12-31

THE BLAKEFORD AT GREEN HILLS, founded in 1992, is a mid-sized nonprofit in the Human Services sector that reported $23.2M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $26.1M exceeded revenue, resulting in a 13% operating deficit.

Mission

PROVIDE QUALITY LIFESTYLE OPTIONS AND SERVICES TO SENIOR ADULTS THAT ENCOURAGE INDEPENDENCE, INDIVIDUALITY AND PRIVACY, WHILE CREATING BOTH ECONOMIC VALUE AND LIFE ENRICHMENT OPPORTUNITIES FOR ALL THOSE WE SERVE.

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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 $0

Program Service Revenue $21,852,995

Investment Income $1,026,013

Other Revenue $315,931

TOTAL REVENUE $23,194,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,985,028

Fundraising Expenses $0

Program Expenses $25,136,621

Other Expenses $13,152,713

TOTAL EXPENSES $26,137,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,194,939	$18,488,211	+0.3%
Expenses	$26,137,741	$20,689,320	+0.3%
Net Income	$-2,942,802	$-2,201,109	+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

257

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

$642,170

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH HARWELL	CHAIR/SECRETARY	1.00	Officer Director	$0	$0	$0
TAMMY BOEHMS	TREASURER	1.00	Officer Director	$0	$0	$0
GINNA BETTS	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY BLEDSOE	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET CONNOR	BOARD MEMBER	1.00	Director	$0	$0	$0
FRED EWING	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW FAWAZ	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY FRISBY	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID GREGORY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK PIERCE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY CLARE PYRON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS WAS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN BARNES	CEO/PRESIDENT	35.30	Officer	$335,995	$23,080	$359,075
ALLISON GRIFFITH	COO/VICE PRESIDENT	35.30	Officer	$134,622	$9,776	$144,398
AL GRIFFIN	CFO	35.30	Officer	$127,191	$11,506	$138,697
SARAH BISHOP	SALES & MARKETING DIRECTOR	40.00	Highest	$144,110	$7,196	$151,306
LAKECIA THOMAS	HEALTH CENTER ADMINISTRATOR	40.00	Highest	$125,906	$9,634	$135,540
SHAWN CLARK	CTO	40.00	Highest	$118,642	$15,380	$134,022
JANE KELLEY	EXECUTIVE DIRECTOR HCBS	0.00	Highest	$116,745	$4,655	$121,400
TANYA FULBRIGHT	UTILIZATION NURSER	40.00	Highest	$108,899	$4,482	$113,381

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	$23,194,939	$26,137,741	$123,151,149	$-2,942,802
2022	$18,488,211	$20,689,320	$111,234,285	$-2,201,109
2021	$17,185,961	$17,572,788	$102,878,006	$-386,827
2020	$18,934,311	$19,074,157	$95,842,522	$-139,846
2019	$19,510,514	$18,748,775	$53,726,448	$761,739
2018	$16,975,495	$17,342,138	$52,300,208	$-366,643

THE BLAKEFORD AT GREEN HILLS