Midwest Christian Villages

Nonprofit profile at a glance

EIN
260275009
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-N 2007
Location
Nashville, TN, USA
Phone
3145877903
Rating
56
Verdict
MIXED
Rating confidence
Moderate
Sector
Senior Centers
Affiliation
Christianity

Official website

Reported finances

Revenue
$7,892,759
Expenses
$15,720,999
Assets
$5,762,481
Liabilities
$45,681,848

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

27 people listed

Executive titles in this filing

  • TIMOTHY BURRELL (BOARD MEMBER - VICE PRESIDENT)
  • KATHLEEN BERTRAM (CEO)
  • SANDRA G BRYANT (EXECUTIVE DIRECTOR)
  • KRISTA GARRISON (EXECUTIVE DIRECTOR)
  • DONALD J BELL (FORMER CEO)

Highest reported compensation

  • KATHLEEN BERTRAM (CEO): $504,285 total reported compensation
  • BRENDA BRANDL (SENIOR VP OF OPERATIONS): $316,137 total reported compensation
  • BARBARA SHEPARD (CHIEF HUMAN RESOURCE OFFICER): $279,625 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Christian horizons empowers older adults in mind, body, and spirit through faith-led service. Our services are driven by our f.a.i.t.h.-led values which include: fun - we foster personalized experiences filled with joy for those we serve, appreciation - we celebrate god's distinctive gifts of talent, wisdom and beauty in every individual, inspiration - we lovingly share christ's truth with others, transparency - we work with openness and accountability, heart - we serve with passion.

What it reported doing in 2024

Midwest christian villages, inc, operates as a management company of its affiliates. The organization manages 12 senior living communities, a hospice facility, home care organization, outpatient therapy clinic, and a pharmacy. Managing includes payroll, accounts payable, billing, clinical resources and management, operations resources and management, and human resources for employees and residents. Safe haven hospice is a ministry of providing end-of-life services to those in need. Wabash outpatient therapy clinic provides outpatient therapy to the community and surrounding areas. Additional services that are available at the clinic include primary care physicians, specialists, labs, and x-rays. New horizons pace is christian horizons first program of all-inclusive care for the elderly (pace) center servicing older adults. Pace is an innovative home and community-based care model designed to help older adults maintain independence and remain living in their home for as long as safely possible.

Operating model

Revenue model
Other-operating. 100% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 26
  • Transparency & Controls: 82
  • Accountability: 76
  • Sustainability: 6
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 32.5%; rating input score 33
  • Program expense ratio: 23.2%; rating input score 23
  • Fundraising efficiency: $0 raised per $1 spent on fundraising; rating input score 0; 0th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 75%; rating input score 75; 13th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -99.2%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 0.37; rating input score 12; 12th percentile among comparable filings
  • Liabilities to assets ratio: 7.93; rating input score 0; 0th percentile among comparable filings
  • Officer compensation ratio: 16.6%; rating input score 16; 16th percentile among comparable filings

Growth

  • Program expense growth: 0.3% per year; rating input score 100; 15th percentile among comparable filings
  • Revenue growth: 4.1% per year; rating input score 100; 35th percentile among comparable filings
  • Asset growth: 5.6% per year; rating input score 100; 38th percentile among comparable filings

Details

  • Where the money goes: 32.5% of revenue deployed · 23.2% of spending went to programs
  • Governance: 12 of 16 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $3.6M in reported program spending
  • Leadership: top reported pay $504K · 27 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 30 of 30 current checks pass
  • Schedules: 6 filed schedules · includes executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 26 filed money-flow records
  • Related organizations: 20 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 33/100.
  • High — Financial Efficiency: Program expense ratio scored 23/100.
  • High — Financial Efficiency: Fundraising efficiency scored 0/100.
  • High — Sustainability: Operating margin scored 1/100.
  • High — Sustainability: Total-asset coverage ratio scored 12/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Sustainability: Liabilities to assets ratio scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 16/100.