BROOKSBY VILLAGE 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

1998

Legal Domicile

Principal Officer

MARY COLINS

Phone

9785367810

Tax Period

2024-01-01 to 2024-12-31

BROOKSBY VILLAGE INC, founded in 1998, is a major nonprofit in the Housing & Shelter sector that reported $103.2M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

MISSION STATEMENT - HOME IS BELONGING, PEACE OF MIND, LOVE AND ACCEPTANCE. WELCOME HOME!VISION STATEMENT - BROOKSBY VILLAGE, INC. CELEBRATES AGING! GROUNDED IN INCLUSION, INNOVATION AND ADVOCACY, WE CREATE UNPARALLELED VALUE AND OPPORTUNITIES FOR EVERY LIFE WE TOUCH. AS PART OF THE NATIONAL SENIOR COMMUNITIES ENTERPRISE, WE LEVERAGE OUR STRONG FINANCIAL FOUNDATION AND GOVERNANCE FOR THE BENEFIT OF SENIORS AND THOSE WHO SUPPORT THEM.

Program Service Accomplishments

Program 1

Expenses: $90,726,926 Revenue: $98,995,470

BROOKSBY VILLAGE PROVIDES SERVICES NEEDED BY SENIOR RESIDENTS, WHO RESIDE IN 1,338 INDEPENDENT LIVING UNITS, 121 ASSISTED CARE UNITS, 60 SKILLED NURSING BEDS, AND 44 MEMORY CARE UNITS. THE SERVICES WE PROVIDE TO OUR RESIDENTS INCLUDE, BUT ARE NOT LIMITED TO HOUSING, FOOD, MEDICAL, SECURITY AND MAINTENANCE SERVICES, RECREATIONAL AND PASTORAL ACTIVITIES.

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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 $1,967,306

Program Service Revenue $98,995,470

Investment Income $1,892,439

Other Revenue $310,214

TOTAL REVENUE $103,165,429

Expense Breakdown

Grants Paid $421,550

Salaries & Benefits $44,275,957

Fundraising Expenses $122,950

Program Expenses $90,726,926

Other Expenses $60,825,717

TOTAL EXPENSES $105,523,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,165,429	$95,099,319	+0.1%
Expenses	$105,523,224	$99,235,173	+0.1%
Net Income	$-2,357,795	$-4,135,854	-0.4%

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

1273

Volunteers

421

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

$1,169,319

Total Directors

$1,417,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY COLINS	CHAIR & PRESIDENT/SECRETARY	0.30	Officer Director	$0	$0	$150,000
PATRICIA BROWN	DIRECTOR	0.10	Director	$0	$0	$90,000
EILEEN ERSTAD	TREASURER	0.10	Officer Director	$0	$0	$140,000
BARBARA BISGAIER	DIRECTOR	0.10	Director	$0	$0	$110,000
IAN BROWN	DIRECTOR	0.10	Director	$0	$0	$80,000
KATHERINE CLUPPER	DIRECTOR (BEG 4/1/24)	0.10	Director	$0	$0	$65,000
ZINA JACQUE	DIRECTOR	0.30	Director	$0	$0	$172,500
MONTY LEONARD	DIRECTOR	0.10	Director	$0	$0	$90,000
MARY MOSCATO	VICE CHAIR & VP (BEG 4/1/24)	0.60	Officer Director	$0	$0	$65,000
PAMELA PAULK	DIRECTOR	0.10	Director	$0	$0	$90,000
STEPHANIE REEL	DIRECTOR	0.10	Director	$0	$0	$150,000
MIKE ROSKIEWICZ	DIRECTOR	0.10	Director	$0	$0	$135,000
RUSSELL SHARP	DIRECTOR	0.10	Director	$0	$0	$80,000
CHRIS RATHMANN	ASSISTANT TREASURER (THRU 3/31/24)	1.00	Officer	$0	$0	$0
PAMELA STINER	ASSISTANT TREASURER (BEG 4/1/24)	1.00	Officer	$0	$0	$0
JOHN HALL	ASSISTANT TREASURER	1.00	Officer	$0	$0	$0
MARK EMBLEY	ASSISTANT TREASURER	1.00	Officer	$0	$0	$0
NEAL GANTERT	ASSISTANT TREASURER	1.00	Officer	$0	$0	$0
SCOTT SAWICKI	ASSISTANT SECRETARY (BEG 4/1/24)	0.30	Officer	$0	$37,698	$344,732
TRACIE BETTANO	EXECUTIVE DIRECTOR	40.00	Officer	$255,260	$37,479	$292,739
TIMOTHY CURTIS	DIRECTOR, FINANCE	40.00	Officer	$152,872	$23,976	$176,848
REBECCA MATSIKO	LICENSED PRACTICAL NURSE	40.00	Highest	$158,836	$13,234	$172,070
LAURIE PHILLIPS	PLANNING AND MOVING CONSULTANT	40.00	Highest	$156,287	$5,169	$161,456
SUSAN SMITH	REGISTERED NURSE	40.00	Highest	$141,121	$15,725	$156,846
SHANE PRESTON	NURSE PRACTITIONER, EH&WB	40.00	Highest	$133,350	$7,750	$141,100
JILL WEST	ASSISTANT DIRECTOR, NURSING	40.00	Highest	$132,920	$12,166	$145,086

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	$103,165,429	$105,523,224	$555,626,116	$-2,357,795
2023	$95,099,319	$99,235,173	$516,837,120	$-4,135,854
2022	$82,155,366	$86,941,351	$467,863,959	$-4,785,985
2021	$77,450,637	$82,845,182	$455,308,698	$-5,394,545
2020	$68,981,890	$81,299,666	$432,696,646	$-12,317,776
2019	$79,938,551	$80,321,097	$406,441,416	$-382,546
2018	$76,656,756	$78,024,209	$382,168,306	$-1,367,453