PRESBYTERIAN VILLAGE INC (EIN 710387368) - 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

1964

Legal Domicile

Principal Officer

CHRIS MARSH

Phone

5012251615

Tax Period

2024-01-01 to 2024-12-31

PRESBYTERIAN VILLAGE INC, founded in 1964, is a community nonprofit that reported $8.5M in total revenue in fiscal year 2018. Expenses of $8.3M left a modest 3% surplus.

Mission

THE MISSION OF PRESBYTERIAN VILLAGE, INC. IS TO PROVIDE COMPREHENSIVE CONTINUING CARE FOR OLDER ADULTS, PROMOTING HEALTH, SECURITY, SPIRITUAL WELL-BEING AND HAPPINESS IN A LIVING ENVIRONMENT THAT FOSTERS PERSONAL DIGNITY AND INDEPENDENCE WITH THE HELP OF QUALIFIED, CARING STAFF. IN 2024, SIGNIFICANT UPGRADES WERE MADE, INCLUDING UPGRADES TO THE ELEVATOR SYSTEM, SMOKE DETECTORS AND WATER SPRINKLERS IN THE ENCLOSED PORCH, ALONG WITH REMODELS TO APARTMENTS/COTTAGES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $371,908

Program Service Revenue $10,644,309

Investment Income $88,795

Other Revenue $0

TOTAL REVENUE $11,105,012

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,999,087

Fundraising Expenses $53,689

Program Expenses $10,354,496

Other Expenses $4,485,548

TOTAL EXPENSES $11,484,635

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,105,012	$10,094,022	+0.1%
Expenses	$11,484,635	$11,053,264	+0.0%
Net Income	$-379,623	$-959,242	-0.6%

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

244

Volunteers

110

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
ALLEN PETTIT	PRESIDENT	2.00	Officer Director	$0	$0	$0
MAGGIE ESTES	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BOB ROBERTS	TREASURER	2.00	Officer Director	$0	$0	$0
FRED HARRISON	SECRETARY	2.00	Officer Director	$0	$0	$0
TOM ROY	DIRECTOR	2.00	Director	$0	$0	$0
DENISE COMPTON	DIRECTOR	2.00	Director	$0	$0	$0
CATHY MURPHEY	DIRECTOR	2.00	Director	$0	$0	$0
ALISA SECREST	DIRECTOR	2.00	Director	$0	$0	$0
SHIRLEY GARLINGTON	DIRECTOR	2.00	Director	$0	$0	$0
ROY SMITH	DIRECTOR	2.00	Director	$0	$0	$0
MARIAN BERRY	DIRECTOR	2.00	Director	$0	$0	$0
TONY ROGERS	DIRECTOR	2.00	Director	$0	$0	$0
PAULA PARKE	DIRECTOR	2.00	Director	$0	$0	$0
JOANN MAXEY	DIRECTOR	2.00	Director	$0	$0	$0
MIKE CRAIG	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN LEWELLEN	DIR OF HEALT	40.00	Highest	$112,362	$7,155	$119,517
DANA BURNETT	DIR OF NURSI	40.00	Highest	$132,957	$648	$133,605
CHRISTOPHER MARS	ASST. DIR OF	40.00	Highest	$121,952	$0	$121,952
NIKKI LOCKHART	LPN	40.00	Highest	$106,497	$4,520	$111,017

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	$11,105,012	$11,484,635	$5,836,569	$-379,623
2023	$10,094,022	$11,053,264	$6,543,370	$-959,242
2022	$9,431,834	$9,104,216	$6,861,059	$327,618
2021	$8,947,997	$8,172,019	$7,163,719	$775,978
2020	$7,882,665	$8,369,165	$7,399,509	$-486,500
2019	$8,104,887	$8,001,084	$7,071,523	$103,803
2018	$8,535,230	$8,273,628	$5,964,255	$261,602

PRESBYTERIAN VILLAGE INC