THE VILLAGES INC (EIN 486127351) - 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

1966

Legal Domicile

Principal Officer

ELIZABETH BELL

Phone

7852675900

Tax Period

2024-01-01 to 2024-12-31

THE VILLAGES INC, founded in 1966, is a community nonprofit that reported $9.4M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $8.6M left a modest 9% surplus.

Mission

ENSURING THE SAFETY AND WELL-BEING OF CHILDREN ENTRUSTED TO OUR CARE WHILE EMPOWERING THEM.

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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 $9,047,625

Program Service Revenue $0

Investment Income $232,266

Other Revenue $111,429

TOTAL REVENUE $9,391,320

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,151,209

Fundraising Expenses $0

Program Expenses $5,816,189

Other Expenses $2,440,138

TOTAL EXPENSES $8,591,347

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,391,320	$8,614,986	+0.1%
Expenses	$8,591,347	$7,476,013	+0.1%
Net Income	$799,973	$1,138,973	-0.3%

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

136

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

$111,076

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDETTE PADILLA	EXECUTIVE DI	40.00	Officer	$90,253	$20,823	$111,076
ELIZABETH BELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL HOOPER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ANGIE HAGGARD	TREASURER	2.00	Officer Director	$0	$0	$0
AMANDA VOGELSBERG	SECRETARY	2.00	Officer Director	$0	$0	$0
STEVE CROUCH	DIRECTOR	1.00	Director	$0	$0	$0
JAMES REARDON	DIRECTOR	1.00	Director	$0	$0	$0
HANS LEWIN	DIRECTOR	1.00	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	$9,391,320	$8,591,347	$19,671,692	$799,973
2023	$8,614,986	$7,476,013	$18,660,052	$1,138,973
2022	$6,970,862	$6,854,836	$17,144,147	$116,026
2021	$8,383,153	$6,656,118	$17,906,080	$1,727,035
2020	$6,870,378	$5,779,011	$15,446,957	$1,091,367
2019	$6,285,303	$5,926,292	$14,167,189	$359,011
2018	$5,661,601	$5,188,948	$12,236,897	$472,653

THE VILLAGES INC