BAPTIST HOME ASSOCIATION OF THE ROCKY (EIN 742755828) - 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

1949

Legal Domicile

Principal Officer

ANNETTE GREELY

Phone

9522531459

Tax Period

2023-09-01 to 2024-08-31

BAPTIST HOME ASSOCIATION OF THE ROCKY, founded in 1949, is a mid-sized nonprofit in the Human Services sector that reported $25.1M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE NURSING HOME CARE AND HOUSING TO LOW INCOME, ELDERLY AND DISABLED PERSONS.

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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 $24,320

Program Service Revenue $24,870,602

Investment Income $23,216

Other Revenue $221,992

TOTAL REVENUE $25,140,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,281,280

Fundraising Expenses $0

Program Expenses $24,525,156

Other Expenses $11,678,500

TOTAL EXPENSES $26,959,780

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,140,130	$22,911,687	+0.1%
Expenses	$26,959,780	$27,384,059	0.0%
Net Income	$-1,819,650	$-4,472,372	-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

N/A

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

$721,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNETTE GREELY	PRESIDENT & CEO	1.00	Officer	$0	$38,445	$293,556
LARS JOHNSON	CFO & TREASURER	1.00	Officer	$0	$29,882	$232,874
ANDREA BLATNIK	SECRETARY & VP OF HUMAN RE	1.00	Officer	$0	$33,868	$194,670
PARVEEN PATHAK	LPN	40.00	Highest	$139,864	$26,173	$166,037
TAMIKA ATKINS	ASSISTED LIVING ADMINISTRATOR	40.00	Highest	$138,370	$8,537	$146,907
MARIA WOLANIN	CNA	40.00	Highest	$126,376	$2,073	$128,449
TAMIRAT TEFERI	RN	40.00	Highest	$126,376	$0	$126,376
RUTH BEDJAKA BEBE	RN	40.00	Highest	$119,170	$2,073	$121,243
DEBBIE SETLOCK	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
RYAN ALLEN	TRUSTEE (THRU DEC 2023)	1.00	Director	$0	$0	$0
JANIS BERRY	TRUSTEE	1.00	Director	$0	$0	$0
MARSHA DENNISTON	TRUSTEE	1.00	Director	$0	$0	$0
JUDY FONS	TRUSTEE (THRU MAR 2024)	1.00	Director	$0	$0	$0
ASHLEY FORD	TRUSTEE	1.00	Director	$0	$0	$0
JIM JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE KILLIAN	TRUSTEE	1.00	Director	$0	$0	$0
GREG MAMULA	TRUSTEE	1.00	Director	$0	$0	$0
RUTH NEIMAN	TRUSTEE	1.00	Director	$0	$0	$0
TIM O'BRIEN	TRUSTEE	1.00	Director	$0	$0	$0
DAVE RUSSELL	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE VAN DER BEEK	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE WHITAKER	TRUSTEE	1.00	Director	$0	$0	$0
TOM WILES	TRUSTEE	1.00	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
2024	$25,140,130	$26,959,780	$24,215,009	$-1,819,650
2023	$22,911,687	$27,384,059	$25,660,056	$-4,472,372
2022	$23,222,297	$26,129,225	$28,698,750	$-2,906,928
2021	$22,076,103	$24,223,494	$30,380,722	$-2,147,391
2020	$25,477,723	$25,875,132	$32,560,518	$-397,409
2019	$27,625,914	$26,216,789	$33,432,034	$1,409,125
2018	$26,810,048	$25,970,429	$32,833,657	$839,619

BAPTIST HOME ASSOCIATION OF THE ROCKY