CAREGIVER RELIEF PROGRAM OF BEDFORD (EIN 621553312) - 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

1994

Legal Domicile

Principal Officer

STEPHEN PHILPOTT

Phone

9316859039

Tax Period

2024-01-01 to 2024-12-31

CAREGIVER RELIEF PROGRAM OF BEDFORD, founded in 1994, is a micro nonprofit in the Health Care sector that reported $80K in total revenue in fiscal year 2024. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $116K exceeded revenue, resulting in a 45% operating deficit.

Mission

RELIEF PROGRAM DESIGNED TO HELP CAREGIVERS OF PERSONS WITH MEMORY LOSS AND OTHER INTELLECTUAL LOSSES DUE TO ALZHEIMER'S DISEASE OR RELATED DISORDERS TO COPE WITH THE BURDEN OF CARE.

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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 $59,878

Program Service Revenue $0

Investment Income $16,898

Other Revenue $3,037

TOTAL REVENUE $79,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,962

Fundraising Expenses $0

Program Expenses $103,196

Other Expenses $83,797

TOTAL EXPENSES $115,759

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,813	$317,534	-0.7%
Expenses	$115,759	$68,706	+0.7%
Net Income	$-35,946	$248,828	-1.1%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOYCE ADAMS	FINANCIAL AD	25.00	Director	$0	$0	$0
MARY BICKNELL	BOARD MEMBER	0.25	Director	$0	$0	$0
DANA BOBO	BOARD MEMBER	25.00	Director	$0	$0	$0
JANICE CLANTON	OFFICE MANAG	0.25	Director	$0	$0	$0
MORGAN HEAD	BOARD MEMBER	0.25	Director	$0	$0	$0
AMY JONES	BOARD MEMBER	0.25	Director	$0	$0	$0
TEWANN TUCKER	BOARD MEMBER	0.25	Director	$0	$0	$0
CHARLIE WILLIAMS	BOARD MEMBER	0.25	Director	$0	$0	$0
DAWN HOBBS	TREASURER	0.25	Officer	$0	$0	$0
DIANA NEVILLS	SECRETARY	0.25	Officer	$0	$0	$0
STEPHEN PHILPOTT	PRESIDENT	2.00	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	$79,813	$115,759	$340,070	$-35,946
2023	$317,534	$68,706	$376,652	$248,828

CAREGIVER RELIEF PROGRAM OF BEDFORD