EPWORTH VILLAGE WEST INC (EIN 591920293) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

REV RUBEN VELASCO

Phone

3055563500

Tax Period

2022-07-01 to 2023-06-30

EPWORTH VILLAGE WEST INC, founded in 1978, is a mid-sized nonprofit that reported $22.5M in total revenue in fiscal year 2022. Revenue surged 2964% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21.5M, a strong 95% operating margin.

Mission

PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING AND SERVICES DESIGNED TO MEET THEIR NEEDS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $549,000

Investment Income $21,912,939

Other Revenue $0

TOTAL REVENUE $22,461,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,000

Fundraising Expenses $0

Program Expenses $793,137

Other Expenses $971,323

TOTAL EXPENSES $1,011,323

Year-over-Year Comparison

	2022	2021	Change
Revenue	$22,461,939	$733,021	+29.6%
Expenses	$1,011,323	$1,145,829	-0.1%
Net Income	$21,450,616	$-412,808	-53.0%

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

N/A

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

$40,000

Total Directors

$40,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MADELYN SIMON LOZANO	EXECUTIVE DIRECTOR	10.00	Officer Director	$40,000	$0	$40,000
REV RUBEN VELASCO	VICE-CHAIR	5.00	Officer Director	$0	$0	$0
MICHELLE DUNAJ LUCKING	DIRECTOR	5.00	Director	$0	$0	$0
JUDITH PIERRE-OKERSON	DIRECTOR	5.00	Director	$0	$0	$0
BELINDA BACON	CHAIR	5.00	Officer Director	$0	$0	$0
GERTRUDE STEWART	DIRECTOR	5.00	Director	$0	$0	$0
DR DIANE NETTO	DIRECTOR	5.00	Director	$0	$0	$0
REV CYNTHIA WEEMS	DIRECTOR	5.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$22,461,939	$1,011,323	$1,115,066	$21,450,616
2022	$733,021	$1,145,829	$6,860,189	$-412,808
2021	$732,000	$974,257	$7,223,668	$-242,257
2020	$754,394	$1,004,545	$7,524,556	$-250,151
2019	$739,987	$737,289	$7,830,662	$2,698
2018	$-32,683	No data	$6,045,777	No data

EPWORTH VILLAGE WEST INC