THE BOWEN FOUNDATION INC DBA AS ST FRANCIS VILLA (EIN 237126772) - 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

1973

Legal Domicile

Principal Officer

Dennis Davis

Phone

2252262293

Tax Period

2025-01-01 to 2025-12-31

THE BOWEN FOUNDATION INC DBA AS ST FRANCIS VILLA, founded in 1973, is a small nonprofit that reported $301K in total revenue in fiscal year 2025. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 17% operating margin.

Mission

Provide safe affordable 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 (2025)

Revenue Breakdown

Contributions & Grants $224,425

Program Service Revenue $3,321

Investment Income $0

Other Revenue $73,686

TOTAL REVENUE $301,432

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,236

Fundraising Expenses $0

Program Expenses $249,924

Other Expenses $114,692

TOTAL EXPENSES $249,928

Year-over-Year Comparison

	2025	2024	Change
Revenue	$301,432	$401,719	-0.2%
Expenses	$249,928	$340,139	-0.3%
Net Income	$51,504	$61,580	-0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Deborah D Arnold	Director	2.0	Director	$0	$0	$0
Iliana Davis	Director	2.0	Director	$0	$0	$0
MARY ANN RICHTER	SITE MANAGER	33.0	Officer	$0	$0	$0
DENNIS DAVIS	PRESIDENT	2.0	Officer	$0	$0	$0
AMY MCDONALD	ADMIN ASSISTANT	22.0	Key Emp	$0	$0	$0
CHRISTIAN LOPEZ	BOOKKEEPER	13.0	Key Emp	$0	$0	$0
ADAM DELGADO	MAINTENANCE ASSISTANT	16.0	Key Emp	$0	$0	$0
GEORGE GONZALES	MNT SUPERVISOR	25.0	Key Emp	$0	$0	$0
MARTHA MARTIN	ADMIN ASSISTANT	13.0	Key Emp	$0	$0	$0
NANCY WELLS	ADMINISTRATIVE ASSISTANT	13.0	Key Emp	$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	$301,432	$249,928	$671,745	$51,504
2024	$401,719	$340,139	$626,737	$61,580
2023	$271,828	$277,351	$678,120	$-5,523
2022	$344,813	$246,708	$704,865	$98,105
2021	$262,699	$226,876	$628,468	$35,823
2020	$256,757	$256,416	$600,405	$341

THE BOWEN FOUNDATION INC DBA AS ST FRANCIS VILLA