Presbyterian Village - Holly (EIN 382588668) - 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

1991

Legal Domicile

Principal Officer

William Walters

Tax Period

2024-07-01 to 2025-06-30

Presbyterian Village - Holly, founded in 1991, is a community nonprofit in the Religion sector that reported $1.0M in total revenue in fiscal year 2024. Expenses of $938K left a modest 10% surplus.

Mission

Provide housing and services to low income senior adults

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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 $0

Program Service Revenue $1,021,331

Investment Income $241

Other Revenue $24,113

TOTAL REVENUE $1,045,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $241,273

Fundraising Expenses $0

Program Expenses $825,622

Other Expenses $696,602

TOTAL EXPENSES $937,875

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,045,685	$978,806	+0.1%
Expenses	$937,875	$969,481	0.0%
Net Income	$107,810	$9,325	+10.6%

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

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

$62,179

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cassie Roberts	Administrator	024.00	Officer	$37,307	$0	$62,179
William Walters	Chair	001.00	Officer Director	$0	$0	$0
Kaye Thorsby	Director	001.00	Director	$0	$0	$0
Michael Story	Vice Chair	001.00	Officer Director	$0	$0	$0
Reisa Hamilton	Treasurer	001.00	Officer Director	$0	$0	$0
Annie Carpenter	Director	001.00	Director	$0	$0	$0
Jim Clark	Director	001.00	Director	$0	$0	$0
Dawn White	Director	001.00	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	$1,045,685	$937,875	$1,529,370	$107,810
2024	$978,806	$969,481	$1,553,438	$9,325
2023	$942,132	$907,188	$1,631,242	$34,944
2022	$924,651	$883,689	$1,664,172	$40,962
2021	$898,814	$1,138,620	$1,703,700	$-239,806

Presbyterian Village - Holly