Villa Siena (EIN 770083269) - 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

1965

Legal Domicile

Principal Officer

Corine Bernard

Phone

6509616484

Tax Period

2023-07-01 to 2024-06-30

Villa Siena, founded in 1965, is a mid-sized nonprofit that reported $10.6M in total revenue in fiscal year 2023. Expenses of $12.2M exceeded revenue, resulting in a 15% operating deficit.

Mission

Serve the spiritual, physical, social and emotional needs of seniors in a spirit of humility, simplicity and charity. We provide healthcare services to seniors in a senior living community.

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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 $1,300,371

Program Service Revenue $9,189,754

Investment Income $1,310

Other Revenue $127,314

TOTAL REVENUE $10,618,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,041,366

Fundraising Expenses $121,227

Program Expenses $10,799,116

Other Expenses $4,120,045

TOTAL EXPENSES $12,161,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,618,749	$10,685,926	0.0%
Expenses	$12,161,411	$11,894,569	+0.0%
Net Income	$-1,542,662	$-1,208,643	+0.3%

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

122

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

$265,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sr Arthur Gordon DC	Chair	1.00	Officer Director	$0	$0	$0
Mr Neal Callahan	Vice Chair	1.00	Officer Director	$0	$0	$0
Mr Dennis Young	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Robert Cook	Member (start 11/23)	1.00	Director	$0	$0	$0
Sr Marie Do DC	Member	1.00	Director	$0	$0	$0
Melinda Lawler Skrade	Member (start 11/23)	1.00	Director	$0	$0	$0
Sr Margaret McDonnell DC	Member	1.00	Director	$0	$0	$0
Mr Stephen Newton	Member	1.00	Director	$0	$0	$0
Sr Maria Hoa Nguyen DC	Member (end 11/23)	1.00	Director	$0	$0	$0
Mr Michael Paioni	Member (end 11/23)	1.00	Director	$0	$0	$0
Mr Mike Speckman	Member	1.00	Director	$0	$0	$0
Corine Bernard	Executive Director	30.00	Officer	$241,502	$23,798	$265,300
Ann Kaye	Director of Nurses	40.00	Highest	$162,343	$0	$162,343
Lovejoy Lagundino	Education Manager	40.00	Highest	$133,237	$13,265	$146,502
Leonora Olairez	Licensed Vocational Nurse	60.00	Highest	$119,001	$13,265	$132,266
Filipinas Abad	Licensed Vocational Nurse	60.00	Highest	$111,404	$10,496	$121,900
Jocelyn Cosico	Licensed Vocational Nurse	60.00	Highest	$113,450	$13,265	$126,715

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	No data	No data	No data	No data
2024	$10,618,749	$12,161,411	$38,775,798	$-1,542,662
2023	$10,685,926	$11,894,569	$39,580,072	$-1,208,643
2022	$8,553,213	$11,226,578	$35,850,954	$-2,673,365
2021	$8,634,821	$10,755,447	$36,716,284	$-2,120,626
2020	$7,803,144	$9,977,258	$37,705,028	$-2,174,114
2019	$7,749,965	$9,558,427	$38,492,037	$-1,808,462
2018	$7,959,467	$9,266,346	$39,610,396	$-1,306,879

Villa Siena