PLEASANT VALLEY MANOR (EIN 237183177) - 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

1973

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

PLEASANT VALLEY MANOR, founded in 1973, is a small nonprofit that reported $116K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $39K, a strong 34% operating margin.

Mission

PROVIDE LOW INCOME HOUSING

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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 $24,000

Program Service Revenue $89,110

Investment Income $185

Other Revenue $2,802

TOTAL REVENUE $116,097

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,576

Fundraising Expenses $0

Program Expenses $76,726

Other Expenses $58,150

TOTAL EXPENSES $76,726

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,097	$102,254	+0.1%
Expenses	$76,726	$95,041	-0.2%
Net Income	$39,371	$7,213	+4.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
LEO VELDHUIZEN	DIRECTOR	Director	$0	$0	$0
JANICE BENNETT	DIRECTOR	Director	$0	$0	$0
MICHAEL ROE	DIRECTOR	Director	$0	$0	$0
TOM DOYLE	DIRECTOR	Director	$0	$0	$0
KATRINA WILLIAMS	DIRECTOR	Director	$0	$0	$0
BURL NEWELL	PRESIDENT	Officer Director	$0	$0	$0
JOSHUA VANZANTE	VICE PRESIDENT	Officer 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
2024	No data	No data	No data	No data
2023	$116,097	$76,726	$296,418	$39,371
2022	$102,254	$95,041	$270,446	$7,213
2021	$85,730	$84,909	$275,223	$821
2020	$90,017	$67,676	$285,564	$22,341
2019	$83,826	$87,384	$276,887	$-3,558
2018	$90,808	$94,714	$291,599	$-3,906

PLEASANT VALLEY MANOR