The Village at Pleasant Ridge (EIN 752881620) - 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

1999

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

The Village at Pleasant Ridge, founded in 1999, is a micro nonprofit in the Housing & Shelter sector that reported $100K in total revenue in fiscal year 2025. Net assets of $341K represent 41 months of operating reserves.

Mission

To provide permanent housing and support to elderly persons.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,000

Program Service Revenue $96,287

Investment Income $442

Other Revenue $1,030

TOTAL REVENUE $99,759

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,728

Other Expenses $99,385

TOTAL EXPENSES $99,385

Year-over-Year Comparison

	2025	2024	Change
Revenue	$99,759	$93,830	+0.1%
Expenses	$99,385	$83,846	+0.2%
Net Income	$374	$9,984	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Randy Jordan	Chairman	2.00	Officer Director	$0	$0	$0
James Burleson	President	2.00	Officer Director	$0	$0	$0
Jim Tipton	Treasurer	2.00	Officer Director	$0	$0	$0
Lori Mountford	Secretary	2.00	Officer Director	$0	$0	$0
Joe Taylor	Board member	1.00	Director	$0	$0	$0
Lauri Malone	Board member	1.00	Director	$0	$0	$0
Connie Barker	Board member	1.00	Director	$0	$0	$0
Danny DeLeon	Board member	1.00	Director	$0	$0	$0
Kevin Hitt	Board member	1.00	Director	$0	$0	$0
Darryl Agee	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	$99,759	$99,385	$579,527	$374
2024	$93,830	$83,846	$618,148	$9,984
2023	$88,108	$87,861	$645,281	$247
2022	$90,818	$85,492	$698,962	$5,326
2021	$89,380	$86,026	$730,841	$3,354
2020	$88,863	$86,124	$767,698	$2,739
2019	$91,335	$89,528	$794,159	$1,807
2018	$93,248	$89,010	$836,530	$4,238

The Village at Pleasant Ridge