BILL MITCHELL RETIREMENT VILLAGES … - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

CELIA M KENDALL

Phone

6144524184

Tax Period

2021-05-01 to 2022-04-30

BILL MITCHELL RETIREMENT VILLAGES INC, founded in 2019, is a community nonprofit in the Housing & Shelter sector that reported $1.0M in total revenue in fiscal year 2021.

Mission

TO PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.

Program Service Accomplishments

Program 1

Expenses: $914,185 Revenue: $344,477

PROVIDES HOUSING FOR ELDERLY AND LOW-INCOME INDIVIDUALS WITH MOBILITY DISABILITIES BY ACQUIRING, OWNING, AND OPERATING A 90-UNIT APARTMENT COMMUNITY UNDER SECTION 223(F) OF THE NATIONAL HOUSING ACT...

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $657,089

Program Service Revenue $338,812

Investment Income $1,747

Other Revenue $5,665

TOTAL REVENUE $1,003,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $914,185

Other Expenses $996,874

TOTAL EXPENSES $996,874

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,003,313	$993,366	+0.0%
Expenses	$996,874	$919,824	+0.1%
Net Income	$6,439	$73,542	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$113,767

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL HUNT	PRESIDENT	1.00	Officer Director	$0	$0	$0
STAN FORD	TREASURER	1.00	Officer Director	$0	$0	$0
EDWINA MCINTYRE	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL A NOBLE	MEMBER	0.50	Director	$0	$0	$0
CELIA M KENDALL	CEO	1.00	Officer	$0	$0	$113,767

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
2022	$1,003,313	$996,874	$3,938,734	$6,439

BILL MITCHELL RETIREMENT VILLAGES INC