BEATRICE RETIREMENT INC

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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

1982

Legal Domicile

Phone

4022233946

Tax Period

2024-10-01 to 2025-09-30

BEATRICE RETIREMENT INC, founded in 1982, is a small nonprofit that reported $752K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $253K, a strong 34% operating margin.

Mission

TO PROVIDE HOUSING FACILITIES TO MEET INDIVIDUAL NEEDS BY PROVIDING VARIOUS RETIREMENT LIVING OPTIONS. THE ORGANIZATION CURRENTLY OPERATES THE VILLA AT FLOWING SPRINGS WHICH IS A 45 UNIT CONGREGATE LIVING FACILITY FOR THE ELDERLY.

Program Service Accomplishments

Program 1

Expenses: $379,069 Revenue: $631,985

BEATRICE RETIREMENT, INC. IS A HOUSING FACILITY FOR ELDERLY PERSONS. THE FACILITY, THE VILLA AT FLOWING SPRINGS, HAS 45 ONE- AND TWO-BEDROOM UNITS FOR RESIDENTS, AND LEASES TWO ADDITIONAL UNITS TO...

BEATRICE RETIREMENT, INC. IS A HOUSING FACILITY FOR ELDERLY PERSONS. THE FACILITY, THE VILLA AT FLOWING SPRINGS, HAS 45 ONE- AND TWO-BEDROOM UNITS FOR RESIDENTS, AND LEASES TWO ADDITIONAL UNITS TO BUSINESSES OFFERING SERVICES TO THE RESIDENTS. THE VILLA PROVIDES ADDITIONAL SERVICES SPECIFICALLY DESIGNED TO MEET INDIVIDUAL PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF ITS RESIDENTS.

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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 $631,985

Investment Income $120,009

Other Revenue $0

TOTAL REVENUE $751,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $379,069

Other Expenses $498,718

TOTAL EXPENSES $498,718

Year-over-Year Comparison

	2024	2023	Change
Revenue	$751,994	$675,860	+0.1%
Expenses	$498,718	$516,563	0.0%
Net Income	$253,276	$159,297	+0.6%

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

N/A

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

$795,722

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES ENSZ	CHAIRMAN	1.0	Officer Director	$0	$0	$0
JANA ROBERTSON	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
PATTY KAUFMAN	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
BECKY NIDAY	RESIDENT BOARD MEMBER	1.0	Director	$0	$0	$0
JAMES BAUER	MEMBER	1.0	Director	$0	$0	$0
LARRY THIMM	MEMBER	1.0	Director	$0	$0	$0
MARK BATHEL	MEMBER	1.0	Director	$0	$0	$0
CHAD JURGENS	BCH CFO	1.0	Officer	$0	$19,518	$302,797
RICK HARALDSON	BCH CEO	1.0	Officer	$0	$18,847	$492,925

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	$751,994	$498,718	$3,372,245	$253,276
2024	$675,860	$516,563	$3,112,621	$159,297
2023	$1,029,341	$454,219	$2,695,492	$575,122
2022	$593,488	$365,680	$2,089,362	$227,808
2021	$533,847	$402,550	$2,191,501	$131,297
2020	$538,326	$404,736	$2,037,570	$133,590
2019	$599,592	$1,420,132	$2,121,496	$-820,540
2018	$533,590	$392,707	$3,210,734	$140,883