NEWCOURTLAND LIFE AT ST BARTHOLOMEW INC (EIN 812461553) - 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

2016

Legal Domicile

Principal Officer

Joseph Duffey

Phone

2159514216

Tax Period

2024-07-01 to 2025-06-30

Mission

Title-holder of a health clinic building, set up as a not-for-profit to take advantage of New Market Tax Credit financing.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $382,483

Other Expenses $382,483

TOTAL EXPENSES $382,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$11,967,358	-1.0%
Expenses	$382,483	$476,636	-0.2%
Net Income	N/A	$11,490,722	N/A

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

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
Mary Naylor	Board Member	1	Director	$0	$0	$0
Joseph Duffey	CEO	1	Officer Director	$0	$0	$0
Stephen Mullin	Treasurer	1	Director	$0	$0	$0
Cornelius Pitts	Member	1	Director	$0	$0	$0
Pam Howard	Member	1	Officer	$0	$0	$0
Michael DeMarco	Assistant Treasurer	1	Officer	$0	$0	$0
Robert Max Kent	Assistant Secretary	1	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	No data	$382,483	$10,727,817	No data
2024	$11,967,358	$476,636	$11,104,864	$11,490,722
2023	$528,504	$801,803	$10,774,886	$-273,299
2022	$536,105	$823,391	$11,212,339	$-287,286
2021	$536,860	$823,052	$11,528,481	$-286,192
2020	$559,725	$820,720	$11,871,985	$-260,995
2019	$546,743	$795,034	$12,172,698	$-248,291
2018	$180,746	$319,708	$13,928,966	$-138,962

NEWCOURTLAND LIFE AT ST BARTHOLOMEW INC