THE SARAH DAFT HOME (EIN 870213532) - 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

1911

Legal Domicile

Principal Officer

BRADLEY J MIKESELL

Phone

8013974050

Tax Period

2024-01-01 to 2024-12-31

THE SARAH DAFT HOME, founded in 1911, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $898K, a strong 34% operating margin.

Mission

THE SARAH DAFT HOME PROVIDES HIGH-QUALITY, AFFORDABLE, ASSISTED LIVING SERVICES FOR THE AGED AND DISABLED.

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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 $1,133,508

Program Service Revenue $1,529,724

Investment Income $10,011

Other Revenue $0

TOTAL REVENUE $2,673,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $885,516

Fundraising Expenses $0

Program Expenses $1,436,711

Other Expenses $889,811

TOTAL EXPENSES $1,775,327

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,673,243	$1,731,761	+0.5%
Expenses	$1,775,327	$1,705,320	+0.0%
Net Income	$897,916	$26,441	+33.0%

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

$104,875

Total Directors

$104,875

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL OGILVIE	DIRECTOR	40.00		$81,284	$5,175	$86,459
BRADLEY J MIKESELL	President	1.00	Officer Director	$10,750	$0	$84,875
ALAN KRIS WIDDISON	BOARD MEMBER	0.00	Officer Director	$500	$0	$4,000
LAURA BOARDMAN	Treasurer	0.00	Officer Director	$500	$0	$4,000
RAY BEEMAN	Secretary	0.00	Officer Director	$500	$0	$4,000
FRED HALE	BOARD MEMBER	0.00	Officer Director	$500	$0	$4,000
LANCE SAMUELSON	BOARD MEMBER	0.00	Officer Director	$500	$0	$4,000

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	$2,673,243	$1,775,327	$1,109,067	$897,916
2023	$1,731,761	$1,705,320	$808,164	$26,441
2022	$1,284,889	$1,285,763	$756,738	$-874
2021	$1,313,684	$1,324,405	$709,723	$-10,721
2020	$972,844	$1,207,060	$688,331	$-234,216
2019	$996,989	$1,146,164	$875,006	$-149,175
2018	$776,145	$937,150	$711,076	$-161,005

THE SARAH DAFT HOME