WILLIAMSBURG RETIREMENT COMMUNITY

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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

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.

Program Service Accomplishments

Program 1

Expenses: $9,675,149 Revenue: $10,053,807

Williamsburg Retirement Community is located in Williamsburg, Iowa. The campus consists of a 59 bed nursing home, a 47 unit assisted living facility, 54 unit independent senior living apartments and...

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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 $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

Governance

Voting Members

Independent Members

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

$1,590,593

Total Directors

$1,811,586

Key Employees

Highest Compensated

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