RUTH JENSEN VILLAGE RESIDENTIAL (EIN 431502182) - 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

JIM HARTUNG

Phone

5733243580

Tax Period

2024-07-01 to 2025-06-30

RUTH JENSEN VILLAGE RESIDENTIAL, founded in 1991, is a community nonprofit that reported $8.6M in total revenue in fiscal year 2024. Expenses of $8.2M left a modest 4% surplus.

Mission

TO PROVIDE RESIDENTIAL AND HABILITATIVE SERVICES TO DEVELOPMENTALLY DISABLEDADULTS.

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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 $8,405,988

Investment Income $58,913

Other Revenue $96,141

TOTAL REVENUE $8,561,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,502,089

Fundraising Expenses $0

Program Expenses $8,208,934

Other Expenses $706,845

TOTAL EXPENSES $8,208,934

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,561,042	$7,988,334	+0.1%
Expenses	$8,208,934	$7,608,883	+0.1%
Net Income	$352,108	$379,451	-0.1%

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

115

Volunteers

N/A

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

$134,274

Total Directors

$134,274

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA BURT	EXECUTIVE DIRECTOR	45.00	Officer Director	$134,274	$0	$134,274
MARY TWELLMAN	DIRECTOR	4.00	Director	$0	$0	$0
JULIA STEPHENS	TREASURER	3.00	Officer	$0	$0	$0
JIM HARTUNG	SECRETARY	6.00	Officer	$0	$0	$0
KATIE BRANSTETTER	VICE PRESIDENT	3.00	Officer	$0	$0	$0
ROBYN BURLESON	PRESIDENT	0.00	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	$8,561,042	$8,208,934	$3,465,506	$352,108
2024	$7,988,334	$7,608,883	$3,099,340	$379,451
2023	$7,308,054	$7,031,189	$2,788,104	$276,865
2022	$6,049,475	$5,889,225	$2,446,350	$160,250
2021	$5,648,367	$4,919,846	$2,263,313	$728,521
2020	$4,803,814	$4,611,898	$2,198,924	$191,916
2019	$4,106,070	$4,043,836	$1,295,947	$62,234

RUTH JENSEN VILLAGE RESIDENTIAL