Wesley Haven Villa Inc (EIN 043743805) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Christopher Tomlin

Phone

2059512442

Tax Period

2022-07-01 to 2023-06-30

WESLEY HAVEN VILLA INC, founded in 2002, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2017.

Mission

To provide affordable housing to the elderly and handicapped.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,487

Program Service Revenue $2,225,788

Investment Income $989

Other Revenue $11,928

TOTAL REVENUE $2,240,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,150,744

Fundraising Expenses $0

Program Expenses $2,409,450

Other Expenses $1,405,334

TOTAL EXPENSES $2,556,078

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,240,192	$2,019,309	+0.1%
Expenses	$2,556,078	$2,150,633	+0.2%
Net Income	$-315,886	$-131,324	+1.4%

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

106

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

$666,558

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terrye Takacs	President	0.00	Officer Director	$0	$0	$0
Henry Roberts	Vice President	0.00	Officer Director	$0	$0	$0
Jennifer Piver	Secretary	0.00	Director	$0	$0	$0
Christopher W Tomlin	MHA-CEO	1.00	Officer	$0	$0	$384,204
Michael D Giles	MHA-COO	1.00	Officer	$0	$0	$282,354

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	No data	No data	No data	No data
2023	$2,240,192	$2,556,078	$4,854,360	$-315,886
2022	$2,019,309	$2,150,633	$5,302,743	$-131,324
2021	$1,803,336	$2,134,332	$5,447,871	$-330,996
2020	$2,132,572	$2,179,635	$5,715,656	$-47,063
2019	$2,182,683	$2,144,777	$5,833,675	$37,906
2018	$2,162,159	$2,126,972	$5,845,088	$35,187

Wesley Haven Villa Inc