WESTMINSTER VILLAGE RESIDENCE COUNCIL RETIREMENT COMPLEX (EIN 371136598) - 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

1984

Legal Domicile

Principal Officer

Albert Beaver

Phone

3096636474

Tax Period

2024-01-01 to 2024-12-31

WESTMINSTER VILLAGE RESIDENCE COUNCIL RETIREMENT COMPLEX, founded in 1984, is a small nonprofit that reported $258K in total revenue in fiscal year 2024. The organization ran a surplus of $41K, a strong 16% operating margin.

Mission

The Residence Council shall promote activities to improve the material and spiritual lives of residents of Westminster Village.

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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 $257,879

Program Service Revenue $0

Investment Income $36

Other Revenue $0

TOTAL REVENUE $257,915

Expense Breakdown

Grants Paid $216,214

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $216,711

Other Expenses $497

TOTAL EXPENSES $216,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$257,915	$239,778	+0.1%
Expenses	$216,711	$249,962	-0.1%
Net Income	$41,204	$-10,184	-5.0%

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
Carol Schrantz	Floor Leader 1-1	1	Director	$0	$0	$0
Eldon Haab	Floor Leader 1-2	1	Director	$0	$0	$0
Reg Bernard	Floor Leader 1-3	1	Director	$0	$0	$0
John Robertson	Floor Leader 2-1	1	Director	$0	$0	$0
Kay Ramseyer	Floor Leader 2-2	1	Director	$0	$0	$0
Ed Lundeen	Floor Leader 2-3	1	Director	$0	$0	$0
Dolores Hellweg	Floor Leader 3-1	1	Director	$0	$0	$0
Ray Carmichael	Floor Leader 3-2	1	Director	$0	$0	$0
Sally Rudolph	Floor Leader 3-3	1	Director	$0	$0	$0
Paul Unger	Floor Leader W	1	Director	$0	$0	$0
Bob Gatrell	Floor Leader AL	1	Director	$0	$0	$0
Dudley Burgess	Vice-President	1	Officer	$0	$0	$0
Jane Haab	President	1	Officer	$0	$0	$0
Albert Beaver	Treasurer	1	Officer	$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	$257,915	$216,711	$110,922	$41,204
2023	$239,778	$249,962	$69,718	$-10,184
2022	$204,689	$180,354	$79,902	$24,335

WESTMINSTER VILLAGE RESIDENCE COUNCIL RETIREMENT COMPLEX