Presbyterian Village - Holly II - Form 990 Financial Data

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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

1996

Legal Domicile

Principal Officer

William Walters

Tax Period

2024-07-01 to 2025-06-30

Presbyterian Village - Holly II, founded in 1996, is a small nonprofit in the Housing & Shelter sector that reported $514K in total revenue in fiscal year 2024. Expenses of $598K exceeded revenue, resulting in a 16% operating deficit.

Mission

Provide housing and services to low income senior adults

Program Service Accomplishments

Program 1

Expenses: $497,098 Revenue: $513,575

Provide housing and related services to low income senior adults Our complex consists of 51 apartments

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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 $492,025

Investment Income $899

Other Revenue $20,651

TOTAL REVENUE $513,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,932

Fundraising Expenses $0

Program Expenses $497,098

Other Expenses $486,231

TOTAL EXPENSES $598,163

Year-over-Year Comparison

	2024	2023	Change
Revenue	$513,575	$501,052	+0.0%
Expenses	$598,163	$583,386	+0.0%
Net Income	$-84,588	$-82,334	+0.0%

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

$62,179

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cassie Roberts	Administrator	016.00	Officer	$24,872	$0	$62,179
William Walters	Chair	001.00	Officer Director	$0	$0	$0
Kaye Thorsby	Director	001.00	Director	$0	$0	$0
Annie Carpenter	Director	001.00	Director	$0	$0	$0
Reisa Hamilton	Treasurer	001.00	Officer Director	$0	$0	$0
Jim Clark	Director	001.00	Director	$0	$0	$0
Michael Story	Vice Chair	001.00	Officer 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	$513,575	$598,163	$1,838,080	$-84,588
2024	$501,052	$583,386	$1,928,017	$-82,334
2023	$488,568	$600,012	$2,004,184	$-111,444
2022	$484,867	$539,181	$2,100,916	$-54,314
2021	$504,328	$563,478	$2,154,663	$-59,150

Presbyterian Village - Holly II