VILLA SIENA AUXILIARY (EIN 331675943) - 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

2024

Legal Domicile

Principal Officer

KATHLEEN MCCARTHY

Phone

6509966902

Tax Period

2024-11-15 to 2025-06-30

VILLA SIENA AUXILIARY, founded in 2024, is a small nonprofit in the Human Services sector that reported $409K in total revenue in fiscal year 2024. The organization ran a surplus of $369K, a strong 90% operating margin.

Mission

THE CHARITY'S PURPOSE IS TO ENRICH AND ENHANCE THE LIVES OF THE SENIOR RESIDENTS OF VILLA SIENA SENIOR LIVING COMMUNITY BY HOSTING A WIDE VARIETY OF SOCIAL EVENTS, PROGRAMS, LECTURES, AND ACTIVITIES EVERY MONTH INCLUDING MUSICAL PERFORMANCES, TRAVEL PRESENTATIONS, MAGICIAN SHOWS, PARTIES, AND PROVIDING COMPANIONSHIP INCLUDING READING TO RESIDENTS, HELPING THEM WITH CRAFTS, AND OTHER ACTIVITIES, ASSISTING THE SKILLED NURSING UNIT WITH THE RESIDENTS AT LUNCH, AND PROVIDING ITEMS SUCH AS BIG SCREEN TVS, PIANOS, CHRISTMAS GIFTS, AND OTHER ITEMS FOR THE RESIDENTS TO ENRICH THEIR LIVES.

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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 $406,132

Program Service Revenue $0

Investment Income $3,270

Other Revenue $-566

TOTAL REVENUE $408,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,658

Other Expenses $39,445

TOTAL EXPENSES $39,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$408,836	N/A	N/A
Expenses	$39,445	N/A	N/A
Net Income	$369,391	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN MCCARTHY	PRESIDENT	15.00	Officer Director	$0	$0	$0
JO ANN BROWER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHELE KEEFHAVER	TREASURER	8.00	Officer Director	$0	$0	$0
SUSAN BUKUNT	SECRETARY	8.00	Officer 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
2025	$408,836	$39,445	$369,401	$369,391

VILLA SIENA AUXILIARY