CAREGIVER RELIEF PROGRAM OF BEDFORD

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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

2025-01-01 to 2025-12-31

CAREGIVER RELIEF PROGRAM OF BEDFORD, founded in 1994, is a micro nonprofit in the Health Care sector that reported $61K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $86K exceeded revenue, resulting in a 41% 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.

Program Service Accomplishments

Program 1

Expenses: $82,137

PROVIDED RELIEF TO CAREGIVERS OF PERSONS WITH MEMORY LOSS AND OTHER INTELLECTUAL LOSS DUE TO ALZHEIMER'S DISEASE OR RELATED DISORDERS TO ALLOW CAREGIVERS 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 (2025)

Revenue Breakdown

Contributions & Grants $30,716

Program Service Revenue $0

Investment Income $15,071

Other Revenue $15,102

TOTAL REVENUE $60,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,979

Fundraising Expenses $0

Program Expenses $82,137

Other Expenses $44,810

TOTAL EXPENSES $85,789

Year-over-Year Comparison

	2025	2024	Change
Revenue	$60,889	$79,813	-0.2%
Expenses	$85,789	$115,759	-0.3%
Net Income	$-24,900	$-35,946	-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

Total Directors

$38,067

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA BOBO	BOARD MEMBER	25.00	Director	$31,540	$0	$31,540
JOYCE ADAMS	FINANCIAL AD	10.00	Director	$6,527	$0	$6,527
MARY BICKNELL	BOARD MEMBER	0.50	Director	$0	$0	$0
JANICE CLANTON	OFFICE MANAG	0.50	Director	$0	$0	$0
RICK STEVENSON	BOARD MEMBER	0.50	Director	$0	$0	$0
CHARLIE WILLIAMS	BOARD MEMBER	0.50	Director	$0	$0	$0
DAWN HOBBS	TREASURER	0.50	Officer	$0	$0	$0
DIANA NEVILLS	SECRETARY	0.50	Officer	$0	$0	$0
STEPHEN PHILPOTT	PRESIDENT	0.50	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
2025	$60,889	$85,789	$322,577	$-24,900
2024	$79,813	$115,759	$340,070	$-35,946
2023	$317,534	$68,706	$376,652	$248,828