Plantation Village Inc (EIN 561345076) - 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

1982

Legal Domicile

Phone

9106867181

Tax Period

2023-01-01 to 2023-12-31

Plantation Village Inc, founded in 1982, is a mid-sized nonprofit in the Health Care sector that reported $18.9M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

Operation of a continue care retirement community.

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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 $0

Program Service Revenue $18,134,580

Investment Income $755,149

Other Revenue $21,075

TOTAL REVENUE $18,910,804

Expense Breakdown

Grants Paid $6,711

Salaries & Benefits $5,640,709

Fundraising Expenses $0

Program Expenses $13,079,115

Other Expenses $13,523,940

TOTAL EXPENSES $19,171,360

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,910,804	$16,886,653	+0.1%
Expenses	$19,171,360	$16,321,676	+0.2%
Net Income	$-260,556	$564,977	-1.5%

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

229

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
BARBARA BIEHNER	PRESIDENT	5.0	Officer Director	$0	$0	$0
ERIC BREGMAN	TREASURER	5.0	Officer Director	$0	$0	$0
MARY BETH HARDY	VICE PRESIDENT	5.0	Officer Director	$0	$0	$0
TOLGA CANKURTARAN	SECRETARY	5.0	Officer Director	$0	$0	$0
BOB MITCHELL	DIRECTOR	5.0	Director	$0	$0	$0
Elinor Netzorg	DIRECTOR	5.0	Director	$0	$0	$0
Jack Fuller	DIRECTOR	5.0	Director	$0	$0	$0
JEFFERY TURPIN	DIRECTOR	5.0	Director	$0	$0	$0
JOHN CHESHIRE	DIRECTOR	5.0	Director	$0	$0	$0
KARA GANSMAN	DIRECTOR	5.0	Director	$0	$0	$0
RHONDA BELLAMY	DIRECTOR	5.0	Director	$0	$0	$0
R'LOU ELLSON	DIRECTOR	5.0	Director	$0	$0	$0
TOM WALSH	DIRECTOR	5.0	Director	$0	$0	$0
JOLYNN WHITTEN	FORMER EXECUTIVE DIRECTOR	40.0	Officer	$0	$0	$0
Zane Bennett	EXECUTIVE DIRECTOR	40.0	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	No data	No data	No data	No data
2023	$18,910,804	$19,171,360	$135,416,117	$-260,556
2022	$16,886,653	$16,321,676	$106,375,988	$564,977
2021	$17,665,347	$15,895,753	$93,170,557	$1,769,594
2020	$19,608,559	$15,665,385	$66,018,304	$3,943,174
2019	$18,387,463	$16,019,043	$63,950,515	$2,368,420
2018	$16,727,526	$14,814,774	$62,182,521	$1,912,752

Plantation Village Inc