Holy Family Villa (EIN 363680983) - 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

1989

Legal Domicile

Principal Officer

Sally Blount

Phone

3126557000

Tax Period

2023-07-01 to 2024-06-30

Holy Family Villa, founded in 1989, is a community nonprofit in the Health Care sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 185% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 99% operating margin.

Mission

To provide 24 hour skilled nursing for the aged and short term rehabilitation.

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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 $0

Program Service Revenue $0

Investment Income $7

Other Revenue $2,371,372

TOTAL REVENUE $2,371,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $17,105

TOTAL EXPENSES $17,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,371,379	$832,790	+1.8%
Expenses	$17,105	$-23,972	-1.7%
Net Income	$2,354,274	$856,762	+1.7%

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

N/A

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

$960,815

Total Directors

$682,895

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sally Blount	Chairman	1.00	Officer Director	$0	$7,087	$376,171
Elida Hernandez	Treasurer	1.00	Officer Director	$0	$43,730	$306,724
Maria Simon	Secretary	1.00	Officer	$0	$42,669	$277,920
James Cunnea	Vice Chairman	1.00		$0	$41,851	$223,425
Michael Monticello	Director	1.00	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	No data	No data	No data	No data
2024	$2,371,379	$17,105	$6,916,798	$2,354,274
2023	$832,790	$-23,972	$7,919,488	$856,762
2022	$4,801,346	$12,343,041	$8,616,998	$-7,541,695
2021	$12,934,325	$17,172,251	$17,637,306	$-4,237,926
2020	$13,698,160	$15,183,753	$19,584,513	$-1,485,593
2019	$13,379,733	$13,955,254	$18,511,105	$-575,521
2018	$12,615,974	$13,599,278	$19,160,453	$-983,304

Holy Family Villa