BEYOND HOSPICE (EIN 920490156) - 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

2023

Legal Domicile

Principal Officer

TOM HENRY

Phone

6516460622

Tax Period

2023-01-01 to 2023-12-31

BEYOND HOSPICE, founded in 2023, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2023. Expenses of $2.9M exceeded revenue, resulting in a 31% operating deficit.

Mission

TO PROVIDE IN-HOME AND INPATIENT HOSPICE CARE FOR THE BODY, MIND AND SPIRIT OF PEOPLE NEARING END OF LIFE AND THOSE WHO LOVE THEM.

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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 $2,204,748

Investment Income $508

Other Revenue $400

TOTAL REVENUE $2,205,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,986,259

Fundraising Expenses $0

Program Expenses $2,346,832

Other Expenses $903,279

TOTAL EXPENSES $2,889,538

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,205,656	N/A	N/A
Expenses	$2,889,538	N/A	N/A
Net Income	$-683,882	N/A	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

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

$905,549

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER GROVE	CHAIR	0.10	Officer Director	$0	$0	$0
MELISSA GILBERSTON	VICE-CHAIR	0.10	Officer Director	$0	$0	$0
BRIAN OSTENSO	TREASURER	0.10	Officer Director	$0	$0	$0
CAROL FORBES	SECRETARY	0.10	Officer Director	$0	$0	$0
MARK CAPALDINI	DIRECTOR	0.10	Director	$0	$0	$0
DAVID CARLSEN	DIRECTOR	0.10	Director	$0	$0	$0
TOM COOK	DIRECTOR (THRU NOV)	0.10	Director	$0	$0	$0
KATHLEEN CUMMINGS	DIRECTOR	0.10	Director	$0	$0	$0
RICHARD CUNNINGHAM	DIRECTOR	0.10	Director	$0	$0	$0
ANDY CURRIE	DIRECTOR	0.10	Director	$0	$0	$0
LOIS CUTLER	DIRECTOR	0.10	Director	$0	$0	$0
GENE GELGELU	DIRECTOR	0.10	Director	$0	$0	$0
JIHAN GOLDEN	DIRECTOR	0.10	Director	$0	$0	$0
MARY GREER	DIRECTOR	0.10	Director	$0	$0	$0
SUE HAIGH	DIRECTOR	0.10	Director	$0	$0	$0
TOM HOVE	DIRECTOR	0.10	Director	$0	$0	$0
JIM HUBER	DIRECTOR	0.10	Director	$0	$0	$0
GAYLE KVENVOLD	DIRECTOR	0.10	Director	$0	$0	$0
MARY LILJA	DIRECTOR	0.10	Director	$0	$0	$0
REV CRAIG LOYA	DIRECTOR	0.10	Director	$0	$0	$0
SARAH JANE NOWLIN	DIRECTOR	0.10	Director	$0	$0	$0
TOM SCHAEFER	DIRECTOR	0.10	Director	$0	$0	$0
JIM SCHEIBEL	DIRECTOR	0.10	Director	$0	$0	$0
MARTHA SWENSON	DIRECTOR	0.10	Director	$0	$0	$0
MARVIN PLAKUT	PRESIDENT/CEO	3.00	Officer	$0	$32,686	$364,418
JOHN T HENRY	CFO	3.00	Officer	$0	$37,357	$268,427
MELISSA SCHNEIDER	COO	3.00	Officer	$0	$21,836	$200,594
MARY ROUTHIEAUX	CAO (THRU NOV)	3.00	Officer	$0	$10,596	$72,110

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	$2,205,656	$2,889,538	$1,777,693	$-683,882

BEYOND HOSPICE