TRADITIONS AT BRADENTON INC (EIN 851050893) - 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

2020

Legal Domicile

Principal Officer

LINDSEY DEHRING

Phone

6144512151

Tax Period

2023-01-01 to 2023-12-31

TRADITIONS AT BRADENTON INC, founded in 2020, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 9% surplus.

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,977,317

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,977,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,385

Fundraising Expenses $0

Program Expenses $1,437,192

Other Expenses $1,658,219

TOTAL EXPENSES $1,805,604

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,977,317	$1,715,347	+0.2%
Expenses	$1,805,604	$1,611,333	+0.1%
Net Income	$171,713	$104,014	+0.7%

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

$2,801,127

Total Directors

$2,158,988

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Ricketts	Director thru 6/30/23	0.1	Director	$0	$47,045	$1,081,326
Susan M DiMickele	President	0.1	Officer	$0	$45,633	$653,210
Robert S Walter	Vice President & Chair	0.1	Officer Director	$0	$37,100	$552,673
Matthew D Rule	Vice President & Director	0.1	Officer Director	$0	$46,401	$524,989
Julie M Woolley	Secretary	0.1	Officer	$0	$28,373	$440,356
Brianna Mettler	Vice President	0.1	Officer	$0	$39,705	$333,248
Julia A Fratianne	Treasurer	0.1	Officer	$0	$44,753	$296,651
TONI FISHER	EXECUTIVE DIRECTOR	5.16	Highest	$0	$16,734	$159,523
Peter Vogel	Director	0.1	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	No data	No data	No data	No data
2023	$1,977,317	$1,805,604	$17,242,034	$171,713
2020	$720,979	$836,229	$17,953,323	$-115,250

TRADITIONS AT BRADENTON INC