EPWORTH VILLAGE INC (EIN 912059207) - 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

2003

Legal Domicile

Principal Officer

JULIE BOWERS - KETTEMAN

Phone

8154344416

Tax Period

2024-01-01 to 2024-12-31

EPWORTH VILLAGE INC, founded in 2003, is a small nonprofit that reported $425K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $694K exceeded revenue, resulting in a 63% operating deficit.

Mission

To own, develop, and operate a residential complex providing affordable residences for senior citizens and a community center for educational and recreational purposes. All to be operated in a manner consistent with and that will promote the principles of the United Methodist Church.

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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 $417,227

Investment Income $5,796

Other Revenue $2,031

TOTAL REVENUE $425,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,576

Fundraising Expenses $0

Program Expenses $677,062

Other Expenses $623,521

TOTAL EXPENSES $694,097

Year-over-Year Comparison

	2024	2023	Change
Revenue	$425,054	$382,327	+0.1%
Expenses	$694,097	$600,194	+0.2%
Net Income	$-269,043	$-217,867	+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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAY HINES	TRUSTEE	1.00	Director	$0	$0	$0
BOB FULWIDER	TRUSTEE	1.00	Director	$0	$0	$0
DONNA SKOLEK	TRUSTEE	1.00	Director	$0	$0	$0
BETTY STAVENHAGEN	TRUSTEE	1.00	Director	$0	$0	$0
CHARLOTTE SEEGER	TRUSTEE	1.00	Director	$0	$0	$0
JULIE BOWERS-KETTEMAN	PRESIDENT	12.00	Officer	$0	$0	$0
DAVID WHEELER	VICE-PRESIDENT	12.00	Officer	$0	$0	$0
DAVID ALEXANDER	TREASURER	12.00	Officer	$0	$0	$0
CORLENE DOUGHERTY	SECRETARY	12.00	Officer	$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	$425,054	$694,097	$3,412,583	$-269,043
2023	$382,327	$600,194	$3,584,506	$-217,867
2022	$350,981	$538,750	$3,791,140	$-187,769
2021	$337,893	$542,790	$3,956,152	$-204,897
2020	$346,258	$493,631	$4,086,615	$-147,373

EPWORTH VILLAGE INC