WINTER VALLEY RESIDENCES II INC (EIN 883665973) - 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

2022

Legal Domicile

Principal Officer

W PAUL NEEDHAM

Phone

6176983005

Tax Period

2024-01-01 to 2024-12-31

WINTER VALLEY RESIDENCES II INC, founded in 2022, is a small nonprofit in the Housing & Shelter sector that reported $752K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum.

Mission

TO MEET THE NEEDS OF SENIORS IN MILTON AND SURROUNDING COMMUNITIES BY PROVIDING HOUSING AND SERVICES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $752,356

Other Revenue $0

TOTAL REVENUE $752,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$752,356	$528,889	+0.4%
Expenses	N/A	N/A	N/A
Net Income	N/A	$528,889	N/A

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

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
W PAUL NEEDHAM	PRESIDENT	0.50	Officer Director	$0	$0	$0
MICHAEL BRADY	TRUSTEE	0.30	Director	$0	$0	$0
MARITTA M CRONIN	SECRETARY	0.50	Officer Director	$0	$0	$0
GEORGE GEARY	TREASURER	0.50	Officer Director	$0	$0	$0
JOHN LOONEY MD	TRUSTEE	0.30	Director	$0	$0	$0
BRANCH LANE	TRUSTEE	0.30	Director	$0	$0	$0
EWALD CHARLES	TRUSTEE	0.30	Director	$0	$0	$0
CAROL SULLIVAN	TRUSTEE	0.30	Director	$0	$0	$0
MICHAEL SULLIVAN	TRUSTEE	0.30	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	$752,356	No data	$17,209,060	No data
2023	$528,889	No data	$14,915,231	No data
2022	$32,487	No data	$14,405,701	No data

WINTER VALLEY RESIDENCES II INC