SEM Villa I Inc (EIN 310818431) - 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

1971

Legal Domicile

Principal Officer

Kevin Martin

Phone

5138313399

Tax Period

2024-01-01 to 2024-12-31

SEM Villa I Inc, founded in 1971, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $409K, a strong 18% operating margin.

Mission

Retirement Community

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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 (2024)

Revenue Breakdown

Contributions & Grants $51,150

Program Service Revenue $2,049,479

Investment Income $110,396

Other Revenue $0

TOTAL REVENUE $2,211,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $676,670

Fundraising Expenses $0

Program Expenses $1,496,313

Other Expenses $1,125,619

TOTAL EXPENSES $1,802,289

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,211,025	$2,044,949	+0.1%
Expenses	$1,802,289	$1,668,777	+0.1%
Net Income	$408,736	$376,172	+0.1%

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

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
Donald Dunton	Trustee	0.50	Director	$0	$0	$0
Kevin Martin	President	0.50	Officer Director	$0	$0	$0
Jon Sinclair	Vice President	0.50	Officer Director	$0	$0	$0
Jerry Halvorsen	Secretary	0.50	Officer Director	$0	$0	$0
Zach Zipperer	Trustee	0.50	Director	$0	$0	$0
Elizabeth Lockwood	Trustee	0.50	Director	$0	$0	$0
Mark Gillespie	Trustee	0.50	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	$2,211,025	$1,802,289	$3,641,404	$408,736
2023	$2,044,949	$1,668,777	$3,250,527	$376,172
2022	$1,912,150	$1,562,768	$2,827,721	$349,382
2021	$1,738,609	$1,623,625	$2,502,839	$114,984
2020	$1,878,900	$1,589,821	$2,376,114	$289,079
2019	$1,867,199	$1,440,587	$2,096,577	$426,612
2018	$1,740,049	$1,486,513	$1,692,159	$253,536

SEM Villa I Inc