VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC (EIN 300173798) - 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

2003

Legal Domicile

Principal Officer

CHRISTOPHER P HENDERSON

Phone

8044748700

Tax Period

2023-06-01 to 2024-05-31

VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC, founded in 2003, is a mid-sized nonprofit in the Human Services sector that reported $16.6M in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $20.0M exceeded revenue, resulting in a 20% operating deficit.

Mission

ENRICHING LIFE'S JOURNEY

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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 $70,457

Program Service Revenue $23,878,684

Investment Income $907,863

Other Revenue $0

TOTAL REVENUE $24,857,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,202,534

Fundraising Expenses $0

Program Expenses $21,662,469

Other Expenses $14,628,837

TOTAL EXPENSES $24,831,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,857,004	$22,070,539	+0.1%
Expenses	$24,831,371	$23,870,494	+0.0%
Net Income	$25,633	$-1,799,955	-1.0%

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

258

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

$773,528

Total Directors

$773,528

Key Employees

$288,201

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH P MCCORMICK	DIRECTOR	1.00	Director	$0	$0	$0
HARVEY L BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP ALSUP	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER P HENDERSON	PRESIDENT	14.00	Officer Director	$0	$71,192	$773,528
REV CLARK CUNDIFF	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA M STASKIEL	EXECUTIVE DIRECTOR	40.00	Key Emp	$259,527	$28,674	$288,201
LORI KAISAND	CHARGE NURSE RN	40.00	Highest	$137,996	$29,544	$167,540
TAMMY JOHNSON-CANDIA	DIRECTOR - HEALTH SERVICES	40.00	Highest	$128,259	$21,779	$150,038
STEVEN NELSON	DIRECTOR - MAINT ENGINEER	40.00	Highest	$135,240	$44,355	$179,595
LYDIA EARHART WAGONER	DIRECTOR - SALES/MARKETING	40.00	Highest	$120,075	$27,683	$147,758
KESHA NOWELL	DIRECTOR - BUSINESS OFFICE	40.00	Highest	$114,111	$15,854	$129,965

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	$24,857,004	$24,831,371	$107,206,944	$25,633
2023	$22,070,539	$23,870,494	$113,797,402	$-1,799,955
2022	$20,304,760	$33,992,132	$113,921,378	$-13,687,372
2021	$21,619,022	$20,572,127	$109,718,153	$1,046,895
2020	$19,035,104	$20,297,176	$111,808,426	$-1,262,072
2019	$16,609,111	$20,003,543	$109,353,322	$-3,394,432

VIRGINIA UNITED METHODIST HOMES OF WILLIAMSBURG INC