Welles Country Village LTD (EIN 060961734) - 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

1979

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Welles Country Village LTD, founded in 1979, is a community nonprofit in the Housing & Shelter sector that reported $2.8M in total revenue in fiscal year 2023.

Mission

Low income elderly housing

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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 $2,017,336

Program Service Revenue $715,036

Investment Income $994

Other Revenue $19,834

TOTAL REVENUE $2,753,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $540,751

Fundraising Expenses $0

Program Expenses $2,818,725

Other Expenses $2,277,974

TOTAL EXPENSES $2,818,725

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,753,200	$2,608,469	+0.1%
Expenses	$2,818,725	$2,927,529	0.0%
Net Income	$-65,525	$-319,060	-0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Hayes	Director	1.00	Director	$0	$0	$0
Carol Nelson	Director	1.00	Director	$0	$0	$0
Allison Matczak	Director	1.00	Director	$0	$0	$0
Holly Schaefer	Director	1.00	Director	$0	$0	$0
Jennifer Gaudet	Director	1.00	Director	$0	$0	$0
Bradford Kidney	Director	1.00	Director	$0	$0	$0
Lorraine Hurd	President	1.00	Officer	$0	$0	$0
Judith Stone	Vice President	1.00	Officer	$0	$0	$0
Linda Welles	Secretary	3.00	Officer	$0	$0	$0
Jeffrey Myshrall	Treasurer	1.00	Officer	$0	$0	$0

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	$2,753,200	$2,818,725	$4,709,351	$-65,525
2023	$2,608,469	$2,927,529	$4,991,648	$-319,060
2022	$2,582,366	$2,717,728	$5,337,591	$-135,362
2021	$2,439,182	$2,495,579	$5,633,778	$-56,397
2020	$2,511,536	$2,545,019	$5,552,621	$-33,483
2019	$2,434,844	$2,452,803	$5,767,549	$-17,959
2018	$2,422,432	$2,386,333	$5,908,228	$36,099

Welles Country Village LTD