DAVENPORT RETIREMENT VILLAGE (EIN 911405342) - 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

1988

Legal Domicile

Phone

5097252535

Tax Period

2023-01-01 to 2023-12-31

DAVENPORT RETIREMENT VILLAGE, founded in 1988, is a small nonprofit that reported $302K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

HOUSING FOR THE AGED

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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 $0

Program Service Revenue $299,581

Investment Income $2,781

Other Revenue $0

TOTAL REVENUE $302,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,407

Fundraising Expenses $0

Program Expenses $323,038

Other Expenses $187,956

TOTAL EXPENSES $324,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,362	$278,879	+0.1%
Expenses	$324,363	$305,193	+0.1%
Net Income	$-22,001	$-26,314	-0.2%

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

N/A

Employees

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	Role	Reportable Comp	Other Comp	Total
ROD PANKEY	Treasurer	Officer Director	$0	$0	$0
MARY ABBOT	Secretary	Officer Director	$0	$0	$0
GARY BUCK	BOARD MEMBER	Director	$0	$0	$0
BRIAN MADISON	President	Officer Director	$0	$0	$0
VIRGINIA MORRISON	BOARD MEMBER	Director	$0	$0	$0
SARAH JANE JOHNSON	BOARD MEMBER	Director	$0	$0	$0
STACY HIRST	BOARD MEMBER	Director	$0	$0	$0
MARY FISK	Vice President	Officer Director	$0	$0	$0
DONNA SITKO	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$302,362	$324,363	$404,458	$-22,001
2022	$278,879	$305,193	$426,459	$-26,314
2021	$289,159	$310,470	$452,773	$-21,311
2020	$228,472	$287,454	$474,084	$-58,982
2019	$264,904	$296,766	$533,066	$-31,862
2018	$249,420	$281,058	$564,928	$-31,638

DAVENPORT RETIREMENT VILLAGE