ROSE VILLA INC (EIN 930471873) - 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

1957

Legal Domicile

Principal Officer

GLEN LEWIS

Phone

5036543171

Tax Period

2023-01-01 to 2023-12-31

ROSE VILLA INC, founded in 1957, is a mid-sized nonprofit in the Human Services sector that reported $23.5M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $27.9M exceeded revenue, resulting in a 19% operating deficit.

Mission

SUPPORTING OLDER ADULTS TO LIVE THE LIFE OF THEIR OWN CHOOSING.

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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 $165,585

Program Service Revenue $22,644,347

Investment Income $662,892

Other Revenue $49,077

TOTAL REVENUE $23,521,901

Expense Breakdown

Grants Paid $36,364

Salaries & Benefits $10,467,135

Fundraising Expenses $16,428

Program Expenses $26,162,676

Other Expenses $17,377,859

TOTAL EXPENSES $27,881,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,521,901	$18,828,045	+0.2%
Expenses	$27,881,358	$23,590,776	+0.2%
Net Income	$-4,359,457	$-4,762,731	-0.1%

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

256

Volunteers

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

$470,516

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLENN RODRIGUEZ MD	PRESIDENT	3.00	Officer Director	$0	$0	$0
ELEANORE HUNTER PHD	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
WADE CLOWES	TREASURER	2.00	Officer Director	$0	$0	$0
DOUG MORRIS	SECRETARY	2.00	Officer Director	$0	$0	$0
CINDY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTEN JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN NESTER	DIRECTOR	1.00	Director	$0	$0	$0
DAN STEFFEY	DIRECTOR	1.00	Director	$0	$0	$0
RON STOCK MD	DIRECTOR	1.00	Director	$0	$0	$0
VASSAR T BYRD	CEO (THROUGH NOVEMBER 2023)	50.00	Officer	$262,472	$27,883	$290,355
ANGELA HANSEN	DIRECTOR OF FINANCE THEN CFO	50.00	Officer	$160,965	$19,196	$180,161
JAMES WILLEFORD	DIRECTOR OF STRATEGIC OPERATIONS	50.00	Highest	$142,789	$12,784	$155,573
ERIN CORNELL	DIRECTOR OF HEALTH SERVICES	50.00	Highest	$135,835	$21,367	$157,202
RICHARD HARNELL	IT DIRECTOR	50.00	Highest	$140,148	$7,528	$147,676
JENNIFER WERDEL	MARKETING DIRECTOR	50.00	Highest	$126,289	$12,912	$139,201
JACOB FULLER	DIRECTOR OF NURSING	50.00	Highest	$118,232	$9,592	$127,824

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	$23,521,901	$27,881,358	$164,665,076	$-4,359,457
2022	$18,828,045	$23,590,776	$171,099,192	$-4,762,731
2021	$20,737,089	$19,672,254	$178,624,912	$1,064,835
2020	$17,350,403	$20,137,884	$176,601,555	$-2,787,481
2019	$16,449,064	$19,210,696	$100,593,751	$-2,761,632
2018	$14,472,441	$17,283,178	$93,326,289	$-2,810,737

ROSE VILLA INC