NCR BRADENTON HOLDINGS INC (EIN 844203668) - 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

SEAN ALEXANDER

Phone

6144512151

Tax Period

2024-01-01 to 2024-12-31

NCR BRADENTON HOLDINGS INC, founded in 2019, is a small nonprofit that reported $145K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $188K exceeded revenue, resulting in a 30% operating deficit.

Mission

ORIGINATING FROM A CHRISTIAN COMMITMENT OF SERVICE, WE PROVIDE HIGH QUALITY CARE, SERVICES AND COMMUNITIES FOR SENIORS.

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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 $144,721

Investment Income $0

Other Revenue $178

TOTAL REVENUE $144,899

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $176,414

Other Expenses $87,648

TOTAL EXPENSES $187,648

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,899	$120,560	+0.2%
Expenses	$187,648	$81,311	+1.3%
Net Income	$-42,749	$39,249	-2.1%

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

$2,160,445

Total Directors

$2,431,604

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSEY DEHRING	TREASURER & CHAIR	0.10	Officer Director	$0	$18,895	$310,853
MATTHEW D RULE	VICE PRESIDENT & DIRECTOR	0.10	Officer Director	$0	$48,755	$578,999
SONYA BROWN	DIRECTOR	0.10	Director	$0	$44,001	$482,173
BRIANNA METTLER	PRESIDENT & DIRECTOR	0.10	Officer Director	$0	$44,785	$567,562
DENISE ANDERSON	DIRECTOR	0.10	Director	$0	$18,681	$257,895
ANNA JENKINS	DIRECTOR	0.10	Director	$0	$34,357	$234,122
PARKER STITZER	DIRECTOR AT LARGE	0.10	Director	$0	$0	$0
KELLI MEYUNG	VICE PRESIDENT	0.10	Officer	$0	$11,539	$213,385
JULIE M WOOLLEY	SECRETARY	0.10	Officer	$0	$28,845	$489,646

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	$144,899	$187,648	$984,445	$-42,749
2023	$120,560	$81,311	$1,028,602	$39,249
2022	$73,391	$54,504	$1,044,251	$18,887

NCR BRADENTON HOLDINGS INC