WEST CENTRAL MISSOURI OAKTREE VILLA CORPORATION (EIN 431336341) - 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

1986

Legal Domicile

Principal Officer

FRED R BUNCH

Phone

6604762185

Tax Period

2024-04-01 to 2025-03-31

WEST CENTRAL MISSOURI OAKTREE VILLA CORPORATION, founded in 1986, is a small nonprofit in the Housing & Shelter sector that reported $259K in total revenue in fiscal year 2024. The organization ran a surplus of $46K, a strong 18% operating margin.

Mission

THE ORGANIZATION PROVIDES HOUSING FOR THE VERY LOW INCOME ELDERLY AND DISABLED.

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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 $258,699

Investment Income $173

Other Revenue $174

TOTAL REVENUE $259,046

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,871

Fundraising Expenses $0

Program Expenses $213,093

Other Expenses $98,222

TOTAL EXPENSES $213,093

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,046	$266,161	0.0%
Expenses	$213,093	$210,180	+0.0%
Net Income	$45,953	$55,981	-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

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

$360,738

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED R BUNCH	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MARTHA J SANDER	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
DANIEL YODER	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
LEROY STROPE	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
ALVIN GRIFFIN	BOARD MEMBER	0.50	Director	$0	$0	$0
SHIRLEY MORSE	BOARD MEMBER	0.50	Director	$0	$0	$0
LARRY BERRY	BOARD MEMBER	0.50	Director	$0	$0	$0
MARY LOU SCHUSSLER	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$24,797	$101,847
AARON FRANKLIN	PRESIDENT/CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$12,967	$102,613
CHRISTOPHER THOMPSON	CEO (THRU FEB 25)	1.00	Officer	$0	$16,990	$156,278

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	$259,046	$213,093	$254,755	$45,953
2024	$266,161	$210,180	$258,825	$55,981
2023	$238,484	$215,961	$250,803	$22,523
2022	$221,245	$215,814	$239,856	$5,431
2021	$217,185	$214,403	$270,823	$2,782

WEST CENTRAL MISSOURI OAKTREE VILLA CORPORATION