SEM VILLA II INC (EIN 310902559) - 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

1975

Legal Domicile

Principal Officer

BRUCE JOHNSON

Phone

5132481140

Tax Period

2024-01-01 to 2024-12-31

SEM VILLA II INC, founded in 1975, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.4M left a modest 13% surplus.

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 $45,000

Program Service Revenue $0

Investment Income $17,434

Other Revenue $1,537,781

TOTAL REVENUE $1,600,215

Expense Breakdown

Grants Paid $0

Salaries & Benefits $228,669

Fundraising Expenses $0

Program Expenses $1,381,538

Other Expenses $1,167,779

TOTAL EXPENSES $1,396,448

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,600,215	$1,558,653	+0.0%
Expenses	$1,396,448	$1,486,832	-0.1%
Net Income	$203,767	$71,821	+1.8%

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

$80,784

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY HALVORSEN	SECRETARY	2.00	Director	$0	$0	$0
BRUCE JOHNSON	PRESIDENT	2.00	Director	$0	$0	$0
KEN BUXTON	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS HERMAN	VICE PRESIDENT	2.00	Director	$0	$0	$0
PHIL BODLE	TRUSTEE	2.00	Director	$0	$0	$0
ELHAM EMMONS	ADMINISTRATOR	40.00	Officer	$80,784	$0	$80,784
DAVID EMMONS	MANAGING AGENT	0.00	Officer	$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	$1,600,215	$1,396,448	$1,095,568	$203,767
2023	$1,558,653	$1,486,832	$854,345	$71,821
2022	$1,511,989	$1,354,508	$924,750	$157,481
2021	$1,325,117	$1,537,526	$1,376,701	$-212,409
2020	$1,412,386	$1,250,169	$1,682,967	$162,217
2019	$1,385,231	$1,223,162	$1,621,105	$162,069
2018	$1,405,489	$1,197,888	$1,530,343	$207,601

SEM VILLA II INC