Settled Inn Village (EIN 841816771) - 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

Legal Domicile

Principal Officer

LOIS MABERRY

Phone

3182200803

Tax Period

2023-01-01 to 2023-12-31

Settled Inn Village is a small nonprofit in the Housing & Shelter sector that reported $125K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $121K left a modest 3% surplus.

Mission

To Build a Welcoming Community Where Individuals Who Have Experienced Homelessness Can Find Solace Support and a Place to Call Home

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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 $27,955

Program Service Revenue $0

Investment Income $0

Other Revenue $96,679

TOTAL REVENUE $124,634

Expense Breakdown

Grants Paid $16,125

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,265

Other Expenses $104,647

TOTAL EXPENSES $120,772

Year-over-Year Comparison

	2023	2022	Change
Revenue	$124,634	$114,148	+0.1%
Expenses	$120,772	$45,517	+1.7%
Net Income	$3,862	$68,631	-0.9%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
LEE O SAVAGE	Director	N/A	Director	$0	$0	$0
LOIS MABERRY	President	1.000	Officer Director	$0	$0	$0
STEVE ROGERS	Director	N/A	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
2023	$124,634	$120,772	$470,596	$3,862

Settled Inn Village