NAZARETH VILLAGES II INC

EIN: 611090954 501(c)(3) Housing & Shelter

NAZARETH, KY

Total Revenue
$439,114
Total Expenses
$297,888
Total Assets
$1,797,423
Net Assets
$1,760,314
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
KY
Principal Officer
VICKI WARD
Phone
5023484911
Tax Period
2024-09-01 to 2025-08-31

NAZARETH VILLAGES II INC, founded in 1986, is a small nonprofit in the Housing & Shelter sector that reported $439K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $141K, a strong 32% operating margin.

Mission

OUR MISSION IS TO PROVIDE SAFE, COMFORTABLE AND AFFORDABLE APARTMENTS IN A PEACEFUL SETTING FOR LOW AND MIDDLE INCOME SENIOR CITIZENS AND PERSONS WITH DISABILITIES. WE CARRY OUT OUR WORK EMBRACING CHRISTIAN GOSPEL VALUES AND THE MISSION OF THE SISTERS OF CHARITY OF NAZARETH.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $36,000
Program Service Revenue $348,838
Investment Income $45,233
Other Revenue $9,043
TOTAL REVENUE $439,114

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $210,089
Other Expenses $297,888
TOTAL EXPENSES $297,888

Year-over-Year Comparison

2024 2023 Change
Revenue $439,114 $384,015 +0.1%
Expenses $297,888 $268,123 +0.1%
Net Income $141,226 $115,892 +0.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
13
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
5
$143,985
Total Directors
14
$143,985
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VICKI WARD PRESIDENT AND CEO 20.00
Officer Director
$0 $30,966 $143,985
JENNIFER NOLAN BOARD MEMBER 1.00
Director
$0 $0 $0
SUE GREENWELL BOARD MEMBER 1.00
Director
$0 $0 $0
JOE PREWITT VICE CHAIR 1.00
Officer Director
$0 $0 $0
ANDREA MORAN BOARD MEMBER 1.00
Director
$0 $0 $0
ELLEN ZUTTERMAN BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT CECIL CHAIR 1.00
Officer Director
$0 $0 $0
MICHAEL CURTSINGER TREASURER 1.00
Officer Director
$0 $0 $0
MARLENE LEHMKUHL SCN BOARD MEMBER 1.00
Director
$0 $0 $0
ARCH MCKAY BOARD MEMBER 1.00
Director
$0 $0 $0
GARY COULTER BOARD MEMBER 1.00
Director
$0 $0 $0
FRANCIS MANION SECRETARY 1.00
Officer Director
$0 $0 $0
CASSANDAR DICKERSON BOARD MEMBER 1.00
Director
$0 $0 $0
NORA SIMMS BOARD MEMBER 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
2025 $439,114 $297,888 $1,797,423 $141,226
2024 $384,015 $268,123 $1,654,405 $115,892
2023 $417,173 $251,338 $1,537,474 $165,835
2022 $340,152 $221,348 $1,371,990 $118,804
2021 $326,747 $217,008 $1,253,262 $109,739
2020 $335,861 $186,823 $1,151,125 $149,038
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