BUTTERFIELD TRAIL VILLAGE

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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

1981

Legal Domicile

Principal Officer

KIM MOORE

Phone

4794427220

Tax Period

2023-01-01 to 2023-12-31

BUTTERFIELD TRAIL VILLAGE, founded in 1981, is a mid-sized nonprofit in the Human Services sector that reported $21.6M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $20.7M left a modest 4% surplus.

Mission

TO PROVIDE CONTRACTUAL SERVICES, AMENITIES AND ACCOMODATIONS IN AN ENVIRONMENTALLY PLEASING AND SECURE ENVIRONMENT, TO PROMOTE PRIVACY AND A SENSE OF COMMUNITY, AND TO OFFER OPPORTUNITIES FOR PERSONAL GROWTH AND WELL-BEING.

Program Service Accomplishments

Program 1

Expenses: $17,380,679 Revenue: $19,631,832

BUTTERFIELD IS PROUD TO PROVIDE RESIDENTS WITH HEALTHCARE SERVICES ACROSS THE ENTIRE SPECTRUM. FROM INDEPENDENT LIVING, TO OCCASIONAL ASSISTANCE, FULLY ASSISTED LIVING, SPECIALIZED CARE AND SKILLED NURSING, YOU CAN BE CONFIDENT THAT BTV'S SERVICES ENCOMPASS ON ALL POINTS ALONG THE CONTINUUM.PROVIDES RESIDENTS (62 & OLDER) WITH A LIFETIME RESIDENCE AND SERVICES IN AN AVAILABLE LIVING UNIT OF THE RESIDENT'S CHOICE, ASSISTED LIVING AND/OR NURSING CARE AS REQUIRED UPON ADMITTANCE TO THE HEALTH CARE CENTER FOR THE DURATION OF THE RESIDENT'S LIFE - 277 INDEPENDENT LIVING UNITS - 87 NURSING BEDS

Program 2

Expenses: $294,840 Revenue: $333,028

THE ASSISTED LIVING COTTAGE COMPRISES 12 INDIVIDUAL APARTMENTS AND THREE TWO-BEDROOM SUITES. IT'S AN IDEAL INTERMEDIATE OPTION FOR RESIDENTS WHO MAY WANT OR NEED MORE ASSISTANCE WITH DAILY LIFE...

THE ASSISTED LIVING COTTAGE COMPRISES 12 INDIVIDUAL APARTMENTS AND THREE TWO-BEDROOM SUITES. IT'S AN IDEAL INTERMEDIATE OPTION FOR RESIDENTS WHO MAY WANT OR NEED MORE ASSISTANCE WITH DAILY LIFE ACTIVITIES, LIKE COOKING MEALS, HOUSEKEEPING OR REMEMBERING TO TAKE THEIR MEDICATION. THE ASSISTED LIVING UNITS ARE LICENSED FOR UP TO 15 RESIDENTS.

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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 $471,994

Program Service Revenue $19,964,860

Investment Income $835,644

Other Revenue $305,866

TOTAL REVENUE $21,578,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,827,866

Fundraising Expenses $0

Program Expenses $17,675,519

Other Expenses $10,885,181

TOTAL EXPENSES $20,713,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,578,364	$19,406,353	+0.1%
Expenses	$20,713,047	$19,295,892	+0.1%
Net Income	$865,317	$110,461	+6.8%

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

348

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

$362,880

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT KELLY	VICE PRESIDENT (TERM ENDED 7/23)	2.00	Officer Director	$0	$0	$0
KIM CHAPMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID WILLIAMS	TREASURER	2.00	Officer Director	$0	$0	$0
MARK MCNAIR	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL HOLLOMAN	DIRECTOR	2.00	Director	$0	$0	$0
BETH VAUGHAN-WROBEL	DIRECTOR	2.00	Director	$0	$0	$0
LANCE BREWER	DIRECTOR	2.00	Director	$0	$0	$0
WILL CLARK	PRESIDENT	5.00	Officer Director	$0	$0	$0
BILL MITCHELL	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK NICKLE	DIRECTOR	2.00	Director	$0	$0	$0
WULF POLONIUS	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK CULVER	DIRECTOR	2.00	Director	$0	$0	$0
LEROY DUELL	DIRECTOR	2.00	Director	$0	$0	$0
QUINTIN TRAMMELL	CEO (TERM ENDED 7/23)	40.00	Officer	$135,075	$3,387	$138,462
KIM MOORE	CFO	40.00	Officer	$136,067	$4,451	$140,518
JACK MITCHELL	INTERIM CEO	40.00	Officer	$83,731	$169	$83,900
JOE PERME	FACILITIES DIRECTOR	40.00	Highest	$124,659	$8,256	$132,915
KELLY SYER	DIRECTOR OF MARKETING	40.00	Highest	$115,615	$7,789	$123,404
PATRICIA POERTNER	DIRECTOR OF RESIDENCE SRVC	40.00	Highest	$104,706	$3,233	$107,939

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	$21,578,364	$20,713,047	$73,507,955	$865,317
2022	$19,406,353	$19,295,892	$70,992,225	$110,461
2021	$22,090,800	$18,495,998	$73,135,439	$3,594,802
2020	$21,807,940	$18,846,482	$70,897,322	$2,961,458
2019	$20,161,190	$18,402,163	$70,736,593	$1,759,027
2018	$18,444,682	$17,683,600	$68,269,137	$761,082