VILLA ST BENEDICT (EIN 364343235) - 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

2000

Legal Domicile

Principal Officer

JERRY CARLEY

Phone

7633472200

Tax Period

2024-07-01 to 2025-06-30

VILLA ST BENEDICT, founded in 2000, is a mid-sized nonprofit in the Housing & Shelter sector that reported $20.1M in total revenue in fiscal year 2024. The organization ran a surplus of $3.0M, a strong 15% operating margin.

Mission

COORDINATE ACTIVITIES AND SERVICES OF FACILITIES FOR HEALTH CARE, EDUCATION, AND HOUSING FOR THE AGED.

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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 $584,887

Program Service Revenue $18,598,840

Investment Income $881,307

Other Revenue $66,679

TOTAL REVENUE $20,131,713

Expense Breakdown

Grants Paid $520,546

Salaries & Benefits $6,854,752

Fundraising Expenses $0

Program Expenses $14,156,679

Other Expenses $9,728,925

TOTAL EXPENSES $17,104,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,131,713	$20,938,967	0.0%
Expenses	$17,104,223	$17,224,298	0.0%
Net Income	$3,027,490	$3,714,669	-0.2%

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

221

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

$2,200,995

Total Directors

$276,423

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIANA STURM	VP OF BHS/PRESIDENT	1.00	Officer Director	$0	$20,535	$276,423
JOHN VIDMAR	CHAIR	1.00	Officer Director	$0	$0	$0
ALICE SIMA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JO JERAK	SECRETARY	1.00	Officer Director	$0	$0	$0
EDWARD ROG	DIRECTOR	1.00	Director	$0	$0	$0
JIM BRIGGS	DIRECTOR	1.00	Director	$0	$0	$0
KULJIT KAPUR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HANTSCH	DIRECTOR	1.00	Director	$0	$0	$0
SR HELEN JILEK OSB	DIRECTOR	1.00	Director	$0	$0	$0
SR SHARON STOLA OSB	DIRECTOR	1.00	Director	$0	$0	$0
SR MARY BRATRSOVSKY OSB	DIRECTOR	1.00	Director	$0	$0	$0
JERRY CARLEY	CEO OF BHS	1.00	Officer	$0	$174,329	$1,087,851
KEVIN RYMANOWSKI	CFO & TREASURER	1.00	Officer	$0	$89,096	$600,393
JOSEPH KELLOGG	EXECUTIVE DIRECTOR	1.00	Officer	$0	$37,974	$236,328
TONYA URKOSKI	MARKETING DIRECTOR	40.00	Highest	$136,182	$15,558	$151,740
KATHLEEN BENJAMIN	DON AL	40.00	Highest	$129,700	$25,550	$155,250
GERALD QUIGLEY	SALES COORDINATOR	40.00	Highest	$103,359	$206	$103,565

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	$20,131,713	$17,104,223	$104,079,493	$3,027,490
2024	$20,938,967	$17,224,298	$99,546,380	$3,714,669
2023	$17,208,712	$15,965,573	$65,840,679	$1,243,139
2022	$15,513,858	$14,949,748	$64,735,928	$564,110
2021	$15,184,886	$14,466,059	$63,409,322	$718,827
2020	$15,125,736	$13,974,718	$65,527,000	$1,151,018
2019	$14,816,881	$13,853,160	$64,531,545	$963,721
2018	$14,267,960	$13,900,038	$64,581,549	$367,922

VILLA ST BENEDICT