RECOVERY BARTOW INC (EIN 843008797) - 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

2019

Legal Domicile

Principal Officer

JESSICA MITCHAM

Phone

8553718558

Tax Period

2024-01-01 to 2024-12-31

RECOVERY BARTOW INC, founded in 2019, is a small nonprofit in the Mental Health sector that reported $434K in total revenue in fiscal year 2024. Revenue surged 413% from the prior year, signaling strong growth momentum. Expenses of $378K left a modest 13% surplus.

Mission

TO PROVIDE AN ORGINIZED AND ROBUST WAY TO SUPPORT THOSE SEEKING RECOVERY, OR IN RECOVERY FROM SUBSTANCE MISUSE.

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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 $423,637

Program Service Revenue $3,000

Investment Income $0

Other Revenue $7,115

TOTAL REVENUE $433,752

Expense Breakdown

Grants Paid $0

Salaries & Benefits $213,831

Fundraising Expenses $10,275

Program Expenses $317,822

Other Expenses $163,735

TOTAL EXPENSES $377,566

Year-over-Year Comparison

	2024	2023	Change
Revenue	$433,752	$84,484	+4.1%
Expenses	$377,566	$98,610	+2.8%
Net Income	$56,186	$-14,126	-5.0%

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

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELYSE DAVIS	CHAIR	5.00	Officer	$0	$0	$0
JENNIFER BARNETT	VICE CHAIR	3.00	Officer	$0	$0	$0
KARI HODGE	TREASURER	2.00	Officer	$0	$0	$0
CAROL MCDANIEL	SECRETARY	2.00	Officer	$0	$0	$0
SHANE BARKER	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY ELLIS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAD KREIDER	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIAMONIC LOPEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI RAKES	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA MITCHAM	EXECUTIVE DIRECTOR	40.00	Highest	$34,754	$0	$34,754

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	$433,752	$377,566	$330,555	$56,186

RECOVERY BARTOW INC