WILLIAMSBURG RETIREMENT COMMUNITY

EIN: 753033211 501(c)(3) Housing & Shelter

ROSEVILLE, MN

Total Revenue
$12,080,266
Total Expenses
$11,256,637
Total Assets
$32,359,256
Net Assets
$25,762,169
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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
2002
Legal Domicile
MN
Principal Officer
JONATHAN FLETCHER
Phone
6516316162
Tax Period
2023-10-01 to 2024-09-30

WILLIAMSBURG RETIREMENT COMMUNITY, founded in 2002, is a mid-sized nonprofit in the Housing & Shelter sector that reported $12.1M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $11.3M left a modest 7% surplus.

Mission

THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $25,543
Program Service Revenue $10,053,807
Investment Income $1,803,798
Other Revenue $197,118
TOTAL REVENUE $12,080,266

Expense Breakdown

Grants Paid $14,084
Salaries & Benefits $6,556,594
Fundraising Expenses $0
Program Expenses $9,675,149
Other Expenses $4,685,959
TOTAL EXPENSES $11,256,637

Year-over-Year Comparison

2023 2022 Change
Revenue $12,080,266 $10,544,696 +0.1%
Expenses $11,256,637 $10,509,381 +0.1%
Net Income $823,629 $35,315 +22.3%
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

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Governance

Voting Members
11
Independent Members
8
Employees
N/A
Volunteers
104

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
4
$1,590,593
Total Directors
11
$1,811,586
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAN LINDH BOARD PRESIDENT 1.00
Officer Director
$0 $26,250 $1,089,847
MARK MEYER BOARD TREAURER 1.00
Officer Director
$0 $21,646 $500,746
JONATHAN FLETCHER VP DEVELOPMENT 1.00
$0 $28,580 $408,664
MARK PEDERSON VP OPERATIONS 1.00
$0 $21,854 $295,435
MARK HUDSON BOARD MEMBER 1.00
Director
$0 $16,927 $220,993
TERESA DONALDSON TMA 40.00
$156,729 $0 $156,729
BRIAN PHILLIPS CAMPUS ADMIN 40.00
$102,444 $17,178 $119,622
CURT BLYTHE BOARD CHAIR 1.00
Officer Director
$0 $0 $0
MIKE MOORE BOARD MEMBER 1.00
Director
$0 $0 $0
MARCIA KINZENBAW BOARD MEMBER 1.00
Director
$0 $0 $0
RON HOLDEN BOARD MEMBER 1.00
Director
$0 $0 $0
ARLENE HOLDEN BOARD MEMBER 1.00
Director
$0 $0 $0
MARY BLYTHE BOARD VICECHAIR 1.00
Officer Director
$0 $0 $0
SUSAN MCCURRY BOARD MEMBER 1.00
Director
$0 $0 $0
KAROL HOLDEN 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
2024 $12,080,266 $11,256,637 $32,359,256 $823,629
2023 $10,544,696 $10,509,381 $31,940,649 $35,315
2022 $9,203,879 $9,847,971 $32,250,573 $-644,092
2021 $9,467,735 $8,859,658 $35,251,162 $608,077
2020 $10,930,942 $8,496,736 $34,810,011 $2,434,206
2019 $9,238,086 $8,301,407 $31,689,306 $936,679
2018 $8,044,469 $8,116,369 $31,619,723 $-71,900
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