VISITING NURSES OF THE LOWER VALLEY INC (EIN 060719480) - 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

1951

Legal Domicile

Principal Officer

SUSAN MAXWELL

Phone

8607670186

Tax Period

2024-07-01 to 2025-06-30

VISITING NURSES OF THE LOWER VALLEY INC, founded in 1951, is a community nonprofit in the Unknown sector that reported $2.4M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $2.8M exceeded revenue, resulting in a 17% operating deficit.

Mission

LICENSED HOME CARE AGENCY, PROVIDING NURSING, THERAPY AND HOME HEALTH AIDE SERVICES.

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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 $90,746

Program Service Revenue $2,329,341

Investment Income $2,860

Other Revenue $0

TOTAL REVENUE $2,422,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,201,707

Fundraising Expenses $2,330

Program Expenses $1,668,613

Other Expenses $638,076

TOTAL EXPENSES $2,839,783

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,422,947	$2,668,406	-0.1%
Expenses	$2,839,783	$2,687,597	+0.1%
Net Income	$-416,836	$-19,191	+20.7%

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

104

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

$250,927

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THEODORE HEISER JD	TREASURER	2.00	Officer Director	$0	$0	$0
REUBEN MANNING	PRESIDENT	2.00	Officer Director	$0	$0	$0
DG FITTON	DIRECTOR	2.00	Director	$0	$0	$0
SARAH BURILL-MANCO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRIS OLENDER	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN MAXWELL	EXECUTIVE DIRECTOR	40.00	Officer	$229,574	$21,353	$250,927

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	$2,422,947	$2,839,783	$1,126,664	$-416,836
2024	No data	No data	No data	No data
2023	$2,917,732	$2,700,583	$1,788,096	$217,149
2022	$2,277,554	$2,659,169	$1,353,665	$-381,615
2021	$3,063,143	$2,675,108	$1,712,062	$388,035
2020	$3,364,564	$3,305,780	$1,698,127	$58,784
2019	$3,502,377	$3,514,303	$1,342,971	$-11,926
2018	$3,450,044	$3,385,920	$1,325,823	$64,124

VISITING NURSES OF THE LOWER VALLEY INC