HARTFORD RETIREMENT VILLAGE INC (EIN 630971648) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

JANIE SHEPARD

Phone

3344069731

Tax Period

2023-01-01 to 2023-12-31

HARTFORD RETIREMENT VILLAGE INC, founded in 1991, is a small nonprofit in the Human Services sector that reported $706K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $674K left a modest 5% surplus.

Mission

ELDERLY ASSISTED LIVING AND RETIREMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,000

Program Service Revenue $688,411

Investment Income $249

Other Revenue $11,514

TOTAL REVENUE $706,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $423,261

Fundraising Expenses $0

Other Expenses $250,847

TOTAL EXPENSES $674,108

Year-over-Year Comparison

	2023	2022	Change
Revenue	$706,174	$514,569	+0.4%
Expenses	$674,108	$628,703	+0.1%
Net Income	$32,066	$-114,134	-1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN DILLARD	BOARD MEMBER	1.00	Officer	$0	$0	$0
CAROL EUBANKS	BOARD MEMBER	1.00	Officer	$0	$0	$0
SUSAN BAILEY	BOARD MEMBER	1.00	Officer	$0	$0	$0
JEFF BRANNON	BOARD MEMBER	1.00	Officer	$0	$0	$0
RHONDA HOLLEY	BOARD MEMBER	1.00	Officer	$0	$0	$0
GRACE REAGAN	BOARD MEMBER	1.00	Officer	$0	$0	$0
CARY HATCHER	BOARD MEMBER	1.00	Officer	$0	$0	$0
JANET HENDERSON	BOARD MEMBER	1.00	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
2023	$706,174	$674,108	$416,618	$32,066

HARTFORD RETIREMENT VILLAGE INC