THE ALBERT BAKER FUND (EIN 941613751) - 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

1964

Legal Domicile

Principal Officer

JOSEPH RITTER

Phone

9165949513

Tax Period

2023-10-01 to 2024-09-30

THE ALBERT BAKER FUND, founded in 1964, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $3.5M exceeded revenue, resulting in a 157% operating deficit.

Mission

TO SERVE THE CAUSE OF CHRISTIAN SCIENCE AND HUMANITY BY PROVIDING RESOURCES FOR THE EDUCATION AND DEVELOPMENT OF CHRISTIAN SCIENTISTS.

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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 $1,380,407

Program Service Revenue $3,836

Investment Income $-40,885

Other Revenue $29,017

TOTAL REVENUE $1,372,375

Expense Breakdown

Grants Paid $1,786,489

Salaries & Benefits $1,008,759

Fundraising Expenses $465,830

Program Expenses $2,356,462

Other Expenses $728,782

TOTAL EXPENSES $3,524,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,372,375	$2,895,324	-0.5%
Expenses	$3,524,030	$3,439,550	+0.0%
Net Income	$-2,151,655	$-544,226	+3.0%

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

$259,687

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISTAIR SAVIDES	CHAIRMAN	2.00	Officer Director	$0	$0	$0
LISA MIETCHEN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CRAIG DONALDSON	TREASURER	2.00	Officer Director	$0	$0	$0
KATIE STANLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
HILARY HARPER-WILCOXEN	TRUSTEE	2.00	Director	$0	$0	$0
DAVID WESTPHAL	TRUSTEE	2.00	Director	$0	$0	$0
TRUDY PALMER	TRUSTEE	2.00	Director	$0	$0	$0
JOHN STROUT	TRUSTEE	2.00	Director	$0	$0	$0
JOAN BRADLEY	TRUSTEE	2.00	Director	$0	$0	$0
RAY THOMPSON	TRUSTEE	2.00	Director	$0	$0	$0
PHOEBE MACKENZIE SMITH	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH RITTER	CEO	40.00	Officer	$212,027	$47,660	$259,687
JANEE SHAW THRU 112023	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$171,398	$12,500	$183,898
LIBBY SCHEIERN	SCHOLARSHIP MGR.	40.00	Highest	$127,750	$22,727	$150,477
ANN KENNEDY	CONTROLLER	30.00	Highest	$104,958	$6,798	$111,756

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
2025	No data	No data	No data	No data
2024	$1,372,375	$3,524,030	$36,662,827	$-2,151,655
2023	$2,895,324	$3,439,550	$31,492,806	$-544,226
2022	$3,633,915	$3,486,401	$29,896,310	$147,514
2021	$3,834,180	$3,685,011	$36,856,187	$149,169
2020	$1,870,264	$3,508,312	$33,809,176	$-1,638,048
2019	$2,308,600	$3,382,451	$33,986,667	$-1,073,851
2018	$2,505,874	$2,584,362	$35,923,867	$-78,488

THE ALBERT BAKER FUND