ASSISI VILLAGE INC (EIN 721218432) - Form 990 Financial Analysis & Trantor Score

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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

1992

Legal Domicile

Principal Officer

JENNIFER CLOWERS

Phone

2257656565

Tax Period

2023-07-01 to 2024-06-30

Mission

TO PROVIDE AFFORDABLE HOUSING AND SPECIALIZED SERVICES FOR THE ELDERLY AND HANDICAPPED PERSONS OF THE COMMUNITY IN ORDER TO MEET THEIR SPECIALIZED NEEDS.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$1,255,651	-1.0%
Expenses	N/A	$469,080	-1.0%
Net Income	N/A	$786,571	N/A

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

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

$715,554

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE WALKER	BOARD MEMBER	0.50	Director	$0	$0	$0
LYNN BRADLEY	BOARD MEMBER	0.50	Director	$0	$0	$0
OLIVIA OGDEN OLINDE	BOARD MEMBER	0.50	Director	$0	$0	$0
SHARON TOMS	BOARD MEMBER	0.50	Director	$0	$0	$0
SR HELEN CAHILL OSF	BOARD MEMBER	0.50	Director	$0	$0	$0
VICTOR HOWELL	CHAIR	0.50	Officer Director	$0	$0	$0
WILLIAM R MILLINS III	BOARD MEMBER	0.50	Director	$0	$0	$0
JENNIFER CLOWERS	REGIONAL CHIEF FINANCIAL OFFICER	0.50	Officer	$0	$82,941	$715,554
JOLEE BOLLINGER	FORMER SECRETARY	0.00		$0	$13,832	$2,078,829
KAREN ALLEN	FORMER PRESIDENT	0.00		$0	$6,225	$435,968
LOWELL STANTON	FORMER REG CFO/ LOURDES CFO	0.00		$0	$42,876	$642,950

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	$1,255,651	$469,080	$276,444	$786,571
2022	$362,585	$490,983	$1,402,284	$-128,398
2021	$351,547	$549,176	$1,431,665	$-197,629
2020	$353,664	$481,512	$1,618,090	$-127,848
2019	$358,023	$459,654	$1,746,578	$-101,631

ASSISI VILLAGE INC