OREGON BAPTIST RETIREMENT HOMES (EIN 930394143) - 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

1944

Legal Domicile

Principal Officer

ELAINE JOHNSON

Phone

5032363496

Tax Period

2023-11-01 to 2024-10-31

OREGON BAPTIST RETIREMENT HOMES, founded in 1944, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROVIDE SENIORS WITH INDEPENDENCE AND RESPECT IN AN AFFORDABLE CHRISTIAN COMMUNITY THAT OFFERS A CONTINUUM OF RESIDENTIAL FACILITIES AND SERVICES.

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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 $10,815

Program Service Revenue $1,190,489

Investment Income $704,056

Other Revenue $7,540

TOTAL REVENUE $1,912,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $602,470

Fundraising Expenses $0

Program Expenses $1,818,287

Other Expenses $1,755,087

TOTAL EXPENSES $2,357,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,912,900	$6,339,808	-0.7%
Expenses	$2,357,557	$7,024,014	-0.7%
Net Income	$-444,657	$-684,206	-0.4%

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

$85,713

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR DAVID ANDERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
TERRY WHITEHILL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DR ELAINE JOHNSON	SECRETARY	1.00	Officer Director	$0	$0	$0
LARRY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LINDA WOLCHECK	DIRECTOR	1.00	Director	$0	$0	$0
KAY HARTLEY	DIRECTOR	1.00	Director	$0	$0	$0
JUDI CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
TOM MAYNARD	DIRECTOR	1.00	Director	$0	$0	$0
ERIN FAST	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SCHULTZ	FINANCIAL AND EXECUTIVE DI	40.00	Officer	$81,912	$3,801	$85,713

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	$1,912,900	$2,357,557	$3,514,260	$-444,657
2023	$6,339,808	$7,024,014	$9,260,881	$-684,206
2022	$5,345,202	$6,466,979	$10,109,849	$-1,121,777
2021	$5,441,308	$6,394,157	$11,712,077	$-952,849
2020	$5,846,315	$5,946,924	$12,557,109	$-100,609
2019	$5,807,215	$5,494,750	$13,140,717	$312,465
2018	$5,554,939	$5,376,109	$12,909,782	$178,830

OREGON BAPTIST RETIREMENT HOMES