Valley Senior Services Inc (EIN 237215906) - 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

1972

Legal Domicile

Principal Officer

Paul Grindeland

Phone

7012931440

Tax Period

2023-01-01 to 2023-12-31

Valley Senior Services Inc, founded in 1972, is a small nonprofit that reported $273K in total revenue in fiscal year 2023. Revenue surged 312% from the prior year, signaling strong growth momentum. The organization ran a surplus of $259K, a strong 95% operating margin.

Mission

To promote independence and better health for senior citizens.

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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 $255,932

Program Service Revenue $0

Investment Income $17,346

Other Revenue $0

TOTAL REVENUE $273,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,846

Other Expenses $13,961

TOTAL EXPENSES $13,961

Year-over-Year Comparison

	2023	2022	Change
Revenue	$273,278	$66,308	+3.1%
Expenses	$13,961	$14,563	0.0%
Net Income	$259,317	$51,745	+4.0%

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

$118,191

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marlene Batterberry	President	0.25	Officer Director	$0	$0	$0
Jim Link	Vice President	0.25	Officer Director	$0	$0	$0
Becky Christianson	Board Member	0.25	Director	$0	$0	$0
Connie Elledge	Board Member	0.25	Director	$0	$0	$0
JoEllen Harris	Board Member	0.25	Director	$0	$0	$0
Kari Stoner	Board Member	0.25	Director	$0	$0	$0
Ray Nelson	Board Member	0.25	Director	$0	$0	$0
Matt Anderson	Board Member	0.25	Director	$0	$0	$0
Georgia Dufault	Board Member	0.25	Director	$0	$0	$0
Paul Grindeland	Executive Director/Secretary	0.25	Officer	$91,827	$26,364	$118,191

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	$273,278	$13,961	$1,215,434	$259,317
2022	$66,308	$14,563	$957,513	$51,745
2021	$83,078	$24,555	$905,191	$58,523
2020	$144,417	$34,249	$845,020	$110,168
2019	$65,607	$29,246	$734,852	$36,361
2018	$487,368	$1,682	$698,491	$485,686

Valley Senior Services Inc