WESTMINSTER VILLAGE OF THE MIDSOUTH WESTMINSTER VILLAGE OF THE MIDSOUTH (EIN 464576707) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Legal Domicile

Principal Officer

JANET ROBERTSON

Phone

8705326696

Tax Period

2024-01-01 to 2024-12-31

WESTMINSTER VILLAGE OF THE MIDSOUTH WESTMINSTER VILLAGE OF THE MIDSOUTH is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2018. Revenue grew 20% year-over-year, indicating healthy expansion. Net assets of $5.2M represent 40 months of operating reserves.

Mission

CHARITABLE RETIREMENT COMMUNITY

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,607,517

Investment Income $289

Other Revenue $0

TOTAL REVENUE $2,607,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $847,023

Fundraising Expenses $0

Program Expenses $2,339,915

Other Expenses $1,594,961

TOTAL EXPENSES $2,441,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,607,806	$2,099,933	+0.2%
Expenses	$2,441,984	$2,107,812	+0.2%
Net Income	$165,822	$-7,879	-22.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY BENNETT	BOARD MEMBER	N/A	Officer	$0	$0	$0
BILLY CURL	BOARD MEMBER	N/A	Officer	$0	$0	$0
BETH FITZGERALD	VICE PRESIDE	N/A	Officer	$0	$0	$0
TOM HENRY	BOARD MEMBER	N/A	Officer	$0	$0	$0
DAVID KING	BOARD MEMBER	N/A	Officer	$0	$0	$0
ROGER OLDHAM	TREASURER/SE	N/A	Officer	$0	$0	$0
JANET ROBERTSON	PRESIDENT	N/A	Officer	$0	$0	$0
VICTORIA SIERRA	BOARD MEMBER	N/A	Officer	$0	$0	$0
GARY SWAIN	BOARD MEMBER	N/A	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
2024	$2,607,806	$2,441,984	$7,786,819	$165,822
2023	$2,099,933	$2,107,812	$7,911,753	$-7,879
2022	$2,037,165	$1,568,968	$8,093,773	$468,197
2021	$1,889,235	$1,655,757	$7,701,724	$233,478
2020	$1,758,912	$1,666,326	$7,620,989	$92,586
2019	$1,621,127	$1,581,609	$7,523,188	$39,518
2018	$1,553,407	$1,564,351	$7,541,899	$-10,944

WESTMINSTER VILLAGE OF THE MIDSOUTH WESTMINSTER VILLAGE OF THE MIDSOUTH