WESTMINSTER VILLAGE NORTH INC (EIN 311209757) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

SHELLEY RAUCH

Phone

3178236841

Tax Period

2023-10-01 to 2024-09-30

WESTMINSTER VILLAGE NORTH INC, founded in 1972, is a mid-sized nonprofit that reported $32.2M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

RETIREMENT LIVING WITH SUPPORTIVE SERVICES, ASSISTED LIVING, AND SKILLED NURSING CARE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $18,107

Program Service Revenue $31,538,432

Investment Income $527,691

Other Revenue $81,280

TOTAL REVENUE $32,165,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,721,326

Fundraising Expenses $0

Program Expenses $29,718,641

Other Expenses $16,943,313

TOTAL EXPENSES $32,664,639

Year-over-Year Comparison

	2023	2022	Change
Revenue	$32,165,510	$27,320,419	+0.2%
Expenses	$32,664,639	$28,309,624	+0.2%
Net Income	$-499,129	$-989,205	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

546

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

$1,023,435

Total Directors

$1,023,435

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE A RICHARDSON	CHAIRPERSON	6.00	Officer Director	$0	$0	$0
JEFFREY A TERP	VICE CHAIRPERSON	4.00	Officer Director	$0	$0	$0
WENDY L MEREDITH	SECRETARY	4.00	Officer Director	$0	$0	$0
DOUG B DALTON	DIRECTOR	4.00	Director	$0	$0	$0
JOHN BLOOMSTROM	DIRECTOR	4.00	Director	$0	$0	$0
BETH KOSELKE	DIRECTOR	4.00	Director	$0	$0	$0
JEFFREY CALDWELL	DIRECTOR	4.00	Director	$0	$0	$0
DEXTER H COOLEY	DIRECTOR	4.00	Director	$0	$0	$0
BRIAN ELLIS	DIRECTOR	4.00	Director	$0	$0	$0
L DEAN JONES	DIRECTOR	4.00	Director	$0	$0	$0
BETH KELLY	DIRECTOR	4.00	Director	$0	$0	$0
ROGER D MILLER	DIRECTOR	4.00	Director	$0	$0	$0
FRED ROBBINS	DIRECTOR	4.00	Director	$0	$0	$0
JANE A SEIGEL	DIRECTOR	4.00	Director	$0	$0	$0
JOHN S DATTILO	DIRECTOR/CEO BHI	4.00	Officer Director	$0	$60,337	$577,306
ROGER E WEIDEMAN II	DIRECTOR/CFO BHI	4.00	Officer Director	$0	$54,040	$446,129
SHELLY RAUCH	CEO/EXECUTIVE DIRECTOR	40.00	Highest	$311,965	$42,816	$354,781
CHARLES GASKINS	CFO	40.00	Highest	$206,027	$42,883	$248,910
JAQUELINE DAVIDSON	DIRECTOR OF NURSING	40.00	Highest	$155,750	$14,767	$170,517
SHANNON HARRIS	HC ADMINISTRATOR	40.00	Highest	$145,403	$11,434	$156,837
CHARLES DARKO	NURSE MANAGER	40.00	Highest	$118,187	$27,602	$145,789

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
2024	$32,165,510	$32,664,639	$69,713,208	$-499,129
2023	$27,320,419	$28,309,624	$63,079,083	$-989,205
2022	$26,056,917	$27,570,978	$65,188,710	$-1,514,061
2021	$24,703,425	$25,848,704	$65,231,339	$-1,145,279
2020	$25,507,379	$26,300,872	$69,566,280	$-793,493
2019	$25,559,220	$25,665,282	$70,540,429	$-106,062
2018	$22,176,992	$24,452,619	$72,482,915	$-2,275,627

WESTMINSTER VILLAGE NORTH INC