VILLAGE ON THE ISLE FOUNDATION INC (EIN 300208798) - 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

2003

Legal Domicile

Principal Officer

SHARON VANDERWULP

Phone

9414865421

Tax Period

2023-01-01 to 2023-12-31

VILLAGE ON THE ISLE FOUNDATION INC, founded in 2003, is a small nonprofit in the Human Services sector that reported $210K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 48% operating margin.

Mission

TO SUPPORT SOUTHWEST FLORIDA RETIREMENT CENTER, INC. D/B/A VILLAGE ON THE ISLE, INC.

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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 $187,872

Program Service Revenue $0

Investment Income $27,327

Other Revenue $-5,682

TOTAL REVENUE $209,517

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,000

Other Expenses $9,542

TOTAL EXPENSES $109,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,517	$153,625	+0.4%
Expenses	$109,542	$261,732	-0.6%
Net Income	$99,975	$-108,107	-1.9%

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

N/A

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

$609,853

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV DR BRIAN ARMEN	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
CHRIS MENZIES	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
TOM HANKS	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
REV DONALD HILLERICH	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE PUTHOFF	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS FELLER	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$11,687	$349,911
KATHLEEN ROGERS	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$11,273	$259,942

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	No data	No data	No data	No data
2023	$209,517	$109,542	$1,269,115	$99,975
2022	$153,625	$261,732	$1,064,203	$-108,107
2021	$284,182	$312,749	$1,463,778	$-28,567
2020	$145,000	$18,672	$1,542,355	$126,328
2019	$132,172	$321,394	$1,270,009	$-189,222
2018	$62,918	$10,322	$1,310,526	$52,596

VILLAGE ON THE ISLE FOUNDATION INC