VALLEY VIEW HAVEN INC DBA VALLEY VIEW RETIREMENT COMMUNITY

EIN: 251187067 501(c)(3) Housing & Shelter

BELLEVILLE, PA

Total Revenue
$19,597,776
Total Expenses
$20,614,659
Total Assets
$36,303,170
Net Assets
$8,452,615
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
PA
Principal Officer
NICOLE SARVER
Phone
7179352105
Tax Period
2023-01-01 to 2023-12-31

VALLEY VIEW HAVEN INC DBA VALLEY VIEW RETIREMENT COMMUNITY, founded in 1965, is a mid-sized nonprofit in the Housing & Shelter sector that reported $19.6M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

VALLEY VIEW HAVEN, D/B/A VALLEY VIEW RETIREMENT COMMUNITY, IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE COMMUNITY PROVIDES HOUSING, HEALTH CARE AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS THROUGH THE OPERATION OF A 160-BED NURSING FACILITY ("VALLEY VIEW HAVEN") ALONG WITH A 95-BED PERSONAL CARE FACILITY ("VALLEY VIEW TERRACE") AND 141 RESIDENTIAL LIVING UNITS ("VALLEY VIEW VILLAGE") LOCATED IN BELLEVILLE, PENNSYLVANIA.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $148,822
Program Service Revenue $18,921,716
Investment Income $409,989
Other Revenue $117,249
TOTAL REVENUE $19,597,776

Expense Breakdown

Grants Paid $0
Salaries & Benefits $12,740,637
Fundraising Expenses $23,378
Program Expenses $17,902,237
Other Expenses $7,874,022
TOTAL EXPENSES $20,614,659

Year-over-Year Comparison

2023 2022 Change
Revenue $19,597,776 $17,996,498 +0.1%
Expenses $20,614,659 $19,403,049 +0.1%
Net Income $-1,016,883 $-1,406,551 -0.3%
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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Governance

Voting Members
11
Independent Members
11
Employees
350
Volunteers
40

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
5
$361,619
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIRIAM ZOOK BOARD MEMBER 1.00
Director
$0 $0 $0
PRESTON SHARP BOARD MEMBER & VICE PRESID 2.00
Officer Director
$0 $0 $0
JANET E GRAYBILL BOARD MEMBER & SECRETARY 2.00
Officer Director
$0 $0 $0
G SHELDON PEACHEY BOARD MEMBER & PRESIDENT 5.00
Officer Director
$0 $0 $0
DAVID FILSON BOARD MEMBER 1.00
Director
$0 $0 $0
LOIS GROSE BOARD MEMBER 1.00
Director
$0 $0 $0
CLYDE ESPIGH BOARD MEMBER 1.00
Director
$0 $0 $0
KURT STAUFFER BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE KRAMM BOARD MEMBER 1.00
Director
$0 $0 $0
SHERRYL S YODER BOARD MEMBER 1.00
Director
$0 $0 $0
MARLENE A HEINTZELMAN BOARD MEMBER 1.00
Director
$0 $0 $0
NICOLE M SARVER CEO 40.00
Officer
$176,667 $15,199 $191,866
DENNIS E PEACHEY CFO 40.00
Officer
$142,765 $26,988 $169,753
ANGELICA LOSCH DIRECTOR OF RESIDENTIAL SE 40.00
Highest
$111,713 $12,602 $124,315
ALLISON DAUHERTY NHA 40.00
Highest
$127,010 $8,450 $135,460
MICHELLE WINNING DON 40.00
Highest
$123,600 $8,070 $131,670
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 $19,597,776 $20,614,659 $36,303,170 $-1,016,883
2022 $17,996,498 $19,403,049 $33,742,151 $-1,406,551
2021 $21,268,828 $19,370,365 $35,512,325 $1,898,463
2020 $21,227,918 $20,905,820 $36,991,193 $322,098
2019 $20,622,412 $20,256,442 $33,027,658 $365,970
2018 $19,889,904 $19,802,040 $31,656,629 $87,864
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