Dreamland Villa Retirement Community (EIN 866051039) - 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

1961

Legal Domicile

Principal Officer

Steve Malone

Phone

4808323461

Tax Period

2023-01-01 to 2023-12-31

Dreamland Villa Retirement Community, founded in 1961, is a small nonprofit that reported $514K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

Our mission is to offer events, activities and facilities for the enjoyment of our residents and to maintain Dreamland Villa's status as a 55+ age-restricted retirement 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 $319,933

Program Service Revenue $110,873

Investment Income $-16,015

Other Revenue $99,631

TOTAL REVENUE $514,422

Expense Breakdown

Grants Paid $0

Salaries & Benefits $188,169

Fundraising Expenses $0

Program Expenses $517,340

Other Expenses $329,171

TOTAL EXPENSES $517,340

Year-over-Year Comparison

	2023	2022	Change
Revenue	$514,422	$559,390	-0.1%
Expenses	$517,340	$556,048	-0.1%
Net Income	$-2,918	$3,342	-1.9%

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

Independent Members

Employees

Volunteers

147

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
Steve Malone	President	40.00	Officer Director	$0	$0	$0
Kevin Brueback	Director	12.00	Director	$0	$0	$0
Ward Jennings	Treasurer	30.00	Officer Director	$0	$0	$0
Joyce Canino	Secretary	4.00	Officer Director	$0	$0	$0
Betty Mazza	Director	2.00	Director	$0	$0	$0
Dan Martens	Vice President	2.00	Officer Director	$0	$0	$0
Sonny Allison	Director	8.00	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	No data	No data	No data	No data
2023	$514,422	$517,340	$681,019	$-2,918
2022	$559,390	$556,048	$658,856	$3,342
2021	$551,889	$518,899	$801,537	$32,990
2020	$428,321	$440,987	$542,070	$-12,666
2019	$399,236	$418,461	$650,210	$-19,225
2018	$524,441	$421,476	$594,390	$102,965

Dreamland Villa Retirement Community