VISITING CARE AND COMPANIONS

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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

2003

Legal Domicile

Principal Officer

KAREN WALLACE

Phone

8059655555

Tax Period

2023-01-01 to 2023-12-31

VISITING CARE AND COMPANIONS, founded in 2003, is a micro nonprofit in the Health Care sector that reported $54 in total revenue in fiscal year 2023. Revenue fell 100% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $25K, a strong 47185% operating margin.

Mission

TO PROVIDE SKILLED AND NON-SKILLED CARE TO INDIVIDUALS IN THEIR HOMES

Program Service Accomplishments

Program 1

Expenses: $-25,426

THROUGH THEIR PRIVATE DUTY CARE PROGRAM, PERSONAL CARE SERVICES, INC. PROVIDES NON-SKILLED CARE TO INDIVIDUALS IN THEIR HOME IN THE SANTA BARBARA AREA. THROUGH THEIR GERIATRIC CARE MANAGEMENT...

THROUGH THEIR PRIVATE DUTY CARE PROGRAM, PERSONAL CARE SERVICES, INC. PROVIDES NON-SKILLED CARE TO INDIVIDUALS IN THEIR HOME IN THE SANTA BARBARA AREA. THROUGH THEIR GERIATRIC CARE MANAGEMENT PROGRAM, PERSONAL CARE SERVICES, INC. PROVIDES COMPREHENSIVE PLANS OF CARE MANAGEMENT FOR ELDERLY CLIENTS IN SANTA BARBARA COUNTY.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $54

TOTAL REVENUE $54

Expense Breakdown

Grants Paid $0

Salaries & Benefits $-25,426

Fundraising Expenses $0

Program Expenses $-25,426

Other Expenses $0

TOTAL EXPENSES $-25,426

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54	$957,683	-1.0%
Expenses	$-25,426	N/A	N/A
Net Income	$25,480	$957,683	-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

N/A

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

$1,160,562

Total Directors

$433,626

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIERAN A SHAH	PRESIDENT & CEO	1.00	Officer Director	$0	$38,424	$433,626
CHRISTOPHER J THRASH	ETHICS COMMITTEE CHAIR	1.00	Director	$0	$0	$0
PAMELA DILMAN HASKELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX CRAIGIE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK MATTINGLY	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE SUZANNE SCHOMER	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN PHILLIPS	CHAIR	1.00	Officer Director	$0	$0	$0
NEIL D LEVINSON	NOMINATING COMMITEE CHAIR	1.00	Director	$0	$0	$0
LAURA COCHRAN CANFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
FREDERIC CHARLES KASS	BOARD MEMBER	1.00	Director	$0	$0	$0
JANICE CARTER LARSON	BOARD MEMBER	1.00	Director	$0	$0	$0
EUSEBIO CORDOVA JR	FINANCE COMMITTE CHAIR	1.00	Director	$0	$0	$0
KENNETH LEE KRAUS	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
KAREN HANDY	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL R JACONETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTIE GLANVILLE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL C BORDOFSKY	HOSPICE MEDICAL DIRECTOR	1.00	Director	$0	$0	$0
KAREN WALLACE	CFO	1.00	Officer	$0	$19,216	$259,958
DUSTY KEEGAN	CHIEF COMPLIANCE & PRIVACY OFFICER	1.00	Officer	$0	$21,773	$256,840
JO ANN MACK	CHIEF OPERATING OFFICER	1.00	Officer	$0	$17,870	$210,138
PAMELA KAY TAYLOR	DIRECTOR OF HOME HEALTH	1.00	Highest	$0	$25,119	$199,296
MATTHEW BROWN	DIRECTOR OF INFORMATION SY	1.00	Highest	$0	$19,652	$203,274
SUSAN CAROL MORIARITY	DIRECTOR OF HUMAN RESOURCES	1.00	Highest	$0	$19,582	$190,061
CZARINA GALE E INIGUEZ	REGISTERED NURSE CASE MANAGER, HOSPICE	1.00	Highest	$0	$22,086	$178,622
WESLEY MARC SADUMIANO	DIRECTOR OF BUSSINESS DEVELOPMENT	1.00	Highest	$0	$12,542	$168,827

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	$54	$-25,426	$306	$25,480
2022	$957,683	No data	$100	No data
2021	$77,835	$46	$100	$77,789
2020	$4,210	$58,235	$100	$-54,025
2019	$2,744,511	$1,780,095	$6,692	$964,416