HUDSON VALLEY SENIOR RESIDENCE (EIN 141364545) - 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

1919

Legal Domicile

Principal Officer

LARAINE FELLEGARA

Phone

8453310630

Tax Period

2022-01-01 to 2022-12-31

HUDSON VALLEY SENIOR RESIDENCE, founded in 1919, is a micro nonprofit that reported $94K in total revenue in fiscal year 2022. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $120K exceeded revenue, resulting in a 27% operating deficit.

Mission

HUDSON VALLEY SENIOR RESIDENCE WAS A LICENSED ADULT HOME-ASSISTED LIVING RESIDENCE WITH A CAPACITY OF 48 RESIDENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,200

Program Service Revenue $0

Investment Income $22

Other Revenue $88,946

TOTAL REVENUE $94,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $599

Fundraising Expenses $0

Program Expenses $120,005

Other Expenses $119,406

TOTAL EXPENSES $120,005

Year-over-Year Comparison

	2022	2021	Change
Revenue	$94,168	$2,498,409	-1.0%
Expenses	$120,005	$1,007,379	-0.9%
Net Income	$-25,837	$1,491,030	-1.0%

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

N/A

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

$617,759

Total Directors

$617,759

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN MCEVOY	DIRECTOR OF FINANCE	1.00	Officer Director	$0	$21,123	$159,787
DR ABBY RUX	BOARD OF DIRECTORS MEMBER	1.00	Officer Director	$0	$0	$0
LARAINE FELLEGARA	CEO FOR TLCN	1.00	Officer Director	$0	$44,493	$457,972
FR BRIAN MCWEENEY	BOARD OF DIRECTORS MEMBER	1.00	Director	$0	$0	$0
REV JEFFREY KOENIG	BOARD OF DIRECTORS MEMBER	1.00	Officer Director	$0	$0	$0
NANCY GRAF-PETERS	BOARD OF DIRECTORS MEMBER	1.00	Director	$0	$0	$0
JOHN RUTH	BOARD OF DIRECTORS MEMBER	1.00	Director	$0	$0	$0
STEVEN JONES	BOARD OF DIRECTORS MEMBER	1.00	Director	$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
2022	$94,168	$120,005	$168,300	$-25,837
2021	$2,498,409	$1,007,379	$257,367	$1,491,030
2020	$761,127	$1,325,154	$448,016	$-564,027
2019	$1,067,511	$1,336,540	$458,659	$-269,029
2018	$1,133,060	$1,417,827	$439,115	$-284,767

HUDSON VALLEY SENIOR RESIDENCE