Harmony Village Inc (EIN 341296522) - 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

1978

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Harmony Village Inc, founded in 1978, is a small nonprofit in the Human Services sector that reported $547K in total revenue in fiscal year 2023. Expenses of $524K left a modest 4% surplus.

Mission

TO PROVIDE HOUSING FOR LOW INCOME ELDERLY

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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 $318,554

Program Service Revenue $223,709

Investment Income $4,887

Other Revenue $0

TOTAL REVENUE $547,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,245

Fundraising Expenses $0

Program Expenses $468,069

Other Expenses $318,495

TOTAL EXPENSES $523,740

Year-over-Year Comparison

	2023	2022	Change
Revenue	$547,150	$573,836	0.0%
Expenses	$523,740	$504,095	+0.0%
Net Income	$23,410	$69,741	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL MILLER	TRUSTEE	0.50	Director	$0	$0	$0
EDWARD WILSON	TRUSTEE	0.50	Director	$0	$0	$0
GARY MARTIN	TRUSTEE	0.50	Director	$0	$0	$0
PHIL STEINER	TRUSTEE	0.50	Director	$0	$0	$0
JEFF JAMIESON	TRUSTEE	0.50	Director	$0	$0	$0
HAROLD TROTTER	TRUSTEE	0.50	Director	$0	$0	$0
PAUL MERCER	TRUSTEE	0.50	Director	$0	$0	$0
RON WEHR	TRUSTEE	0.50	Director	$0	$0	$0
CHARLOTTE KING	TREASURER	0.50	Officer Director	$0	$0	$0
CHERYL LULI	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK EDWARDS	PRESIDENT	0.50	Officer Director	$0	$0	$0
WILLIAM NIEMI	VICE PRESIDENT	0.50	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
2024	No data	No data	No data	No data
2023	$547,150	$523,740	$1,198,314	$23,410
2022	$573,836	$504,095	$1,209,258	$69,741
2021	$579,037	$487,262	$1,184,037	$91,775
2020	$564,804	$514,582	$1,132,515	$50,222
2019	$557,622	$497,660	$1,099,448	$59,962
2018	$565,576	$478,351	$1,076,922	$87,225

Harmony Village Inc