Bridgewater Village Inc (EIN 237189250) - 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

1970

Legal Domicile

Phone

5408280462

Tax Period

2023-10-01 to 2024-09-30

Bridgewater Village Inc, founded in 1970, is a community nonprofit in the Housing & Shelter sector that reported $6.9M in total revenue in fiscal year 2017. Expenses of $6.7M left a modest 3% surplus.

Mission

Retirement housing

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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 (2023)

Revenue Breakdown

Contributions & Grants $214,315

Program Service Revenue $10,371,113

Investment Income $75,797

Other Revenue $-55,218

TOTAL REVENUE $10,606,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,949,160

Fundraising Expenses $0

Program Expenses $9,183,857

Other Expenses $8,966,572

TOTAL EXPENSES $10,915,732

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,606,007	$11,220,119	-0.1%
Expenses	$10,915,732	$10,336,964	+0.1%
Net Income	$-309,725	$883,155	-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

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

$602,742

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rodney Alderfer	President & CEO	0.00	Officer	$0	$28,786	$310,402
James Weaver	Treasurer	0.00	Officer	$0	$20,966	$208,178
Jeannette Suter	VP of IL & AL	40.00		$107,584	$13,398	$120,982
Adam Wright	Dir. of Facilities	40.00		$89,654	$13,891	$103,545
Pam Sherman	Secretary	0.00	Officer	$0	$10,840	$84,162
Craig Landes	Director	0.00	Director	$0	$0	$0
Bob Wheatley	Director	0.00	Director	$0	$0	$0
Ann Siciliano	Vice Chair	0.00	Officer Director	$0	$0	$0
Henry Hawkins	Director	0.00	Director	$0	$0	$0
Betsy Hedrick	Director	0.00	Director	$0	$0	$0
Sherry Mongold	Director	0.00	Director	$0	$0	$0
Larry Powell	Director	0.00	Director	$0	$0	$0
John Neff	Director	0.00	Director	$0	$0	$0
Jennifer Shirkey Esq	Director	0.00	Director	$0	$0	$0
Abram Shearer	Chairman	0.00	Officer Director	$0	$0	$0
William Kyger Jr	Director	0.00	Director	$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
2024	$10,606,007	$10,915,732	$58,382,282	$-309,725
2023	$11,220,119	$10,336,964	$58,440,118	$883,155
2022	$10,590,363	$9,762,093	$57,385,142	$828,270
2021	$9,933,130	$8,839,074	$55,934,396	$1,094,056
2020	$6,771,400	$7,291,663	$51,928,889	$-520,263
2019	$5,052,866	$6,887,281	$54,069,813	$-1,834,415
2018	$6,906,969	$6,678,602	$52,380,726	$228,367

Bridgewater Village Inc