Housing & Shelter
(L22)
990 on File
BONITA SPRINGS RETIREMENT VILLAGE INC
Financial strength (30%)
65/100
Reliability (20%)
50/100
Effectiveness (25%)
81/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$24.4M
Total Revenue
$32.6M
Total Expenses
$66K
Net Assets
306
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
75.3%
Fundraising Efficiency
N/A
Operating Reserve
0.02x
Liability-to-Asset
100.0%
Revenue Diversification
96.6%
Compared with Peers
FY 2024
Compared with 456 similar organizations
(United States, Housing & Shelter, $10M–$100M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
75.3% | 87.9% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
24.7% | 10.3% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
0.0 mo | 6.7 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
100.0% | 61.2% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
96.6% | 91.0% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
4.8% | 9.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
11.7% | 7.9% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-33.6% | 0.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $24.4M | $32.6M | $66K | 75.3% | 306 |
| 2023 | $23.3M | $29.2M | $-90,461,503 | 84.0% | 282 |
| 2022 | $21.1M | $29.3M | $-79,123,657 | 86.0% | 280 |
| 2021 | $18.9M | $28.1M | N/A | — | 286 |
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