VILLAGE OF THE BLUE ROSE (EIN 431591313) - 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

STEVE WALTERS

Tax Period

2023-01-01 to 2023-12-31

VILLAGE OF THE BLUE ROSE, founded in 1991, is a small nonprofit that reported $268K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $214K, a strong 80% operating margin.

Mission

CARING FOR DEVELOPMENTALLY DISABLED 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 (2023)

Revenue Breakdown

Contributions & Grants $880

Program Service Revenue $1,477

Investment Income $263,367

Other Revenue $2,617

TOTAL REVENUE $268,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,024

Fundraising Expenses $0

Program Expenses $33,658

Other Expenses $30,237

TOTAL EXPENSES $54,261

Year-over-Year Comparison

	2023	2022	Change
Revenue	$268,341	$310,525	-0.1%
Expenses	$54,261	$308,720	-0.8%
Net Income	$214,080	$1,805	+117.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY FRIEDEL	DIRECTOR	0.00	Director	$0	$0	$0
MARY GREENFELL	ACTING EXECUTIVE DIRECTOR	5.00	Director	$0	$0	$0
ANGIE BRANDT	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE WALTERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
CATHY BINDBEUTEL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN FROST	TREASURER	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$268,341	$54,261	$531,863	$214,080
2022	$310,525	$308,720	$323,383	$1,805
2021	$277,999	$331,168	$329,057	$-53,169
2020	$272,825	$296,868	$377,525	$-24,043
2019	$286,605	$283,211	$373,661	$3,394
2018	$301,730	$270,333	$369,612	$31,397

VILLAGE OF THE BLUE ROSE