Bartlett Homes Inc

EIN: 731301822 501(c)(3)

Sapulpa, OK

Total Revenue
$167,539
Total Expenses
$166,918
Total Assets
$219,860
Net Assets
$-185,655
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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
1989
Legal Domicile
OK
Principal Officer
Deborah Dutton
Tax Period
2019-01-01 to 2019-12-31

Bartlett Homes Inc, founded in 1989, is a small nonprofit that reported $168K in total revenue in fiscal year 2019. Revenue decreased 15% compared to the prior year.

Mission

Operation of an apartment complex for low income handicapped individuals.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $107,360
Program Service Revenue $60,146
Investment Income $33
Other Revenue $0
TOTAL REVENUE $167,539

Expense Breakdown

Grants Paid $0
Salaries & Benefits $17,523
Fundraising Expenses $0
Program Expenses $156,874
Other Expenses $149,395
TOTAL EXPENSES $166,918

Year-over-Year Comparison

2019 2018 Change
Revenue $167,539 $196,793 -0.1%
Expenses $166,918 $216,046 -0.2%
Net Income $621 $-19,253 -1.0%
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

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Governance

Voting Members
6
Independent Members
6
Employees
3
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
3
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Deborah Dutton President 1.00
Officer Director
$0 $0 $0
Milann Siegfried Board Member 1.00
Director
$0 $0 $0
Wesley Thomas Secretary 1.00
Officer Director
$0 $0 $0
Joseph P Moran II Board Member 1.00
Director
$0 $0 $0
Sister Theresa Gill Board Member 1.00
Director
$0 $0 $0
Terry Carey Treasurer 1.00
Officer 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
2019 $167,539 $166,918 $219,860 $621
2018 $196,793 $216,046 $246,573 $-19,253
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