HOMEWOOD AT THE SHENANDOAH VALLEY (EIN 262624652) - 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

2008

Legal Domicile

Principal Officer

WENDY S CRAMPTON

Phone

3015821626

Tax Period

2023-01-01 to 2023-12-31

HOMEWOOD AT THE SHENANDOAH VALLEY, founded in 2008, is a small nonprofit that reported $108K in total revenue in fiscal year 2023. Expenses of $420K exceeded revenue, resulting in a 290% operating deficit.

Mission

TO PROVIDE COMPASSIONATE, PROFESSIONAL, CARING SERVICE TO ENHANCE THE QUALITY OF LIFE FOR RESIDENTS, CLIENTS AND CO-WORKERS.

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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 $100,000

Program Service Revenue $0

Investment Income $7,556

Other Revenue $0

TOTAL REVENUE $107,556

Expense Breakdown

Grants Paid $417,059

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $418,557

Other Expenses $2,485

TOTAL EXPENSES $419,544

Year-over-Year Comparison

	2023	2022	Change
Revenue	$107,556	$-29,307	-4.7%
Expenses	$419,544	$48,228	+7.7%
Net Income	$-311,988	$-77,535	+3.0%

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

N/A

Independent Members

N/A

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

$2,446,439

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THAD ROTHROCK	PARENT PRESI	1.00	Officer	$0	$127,465	$985,629
RICHARD P MILLER	VP OPERATION	1.00	Officer	$0	$51,889	$572,736
WENDY S CRAMPTON	SEC/TREAS/VP	1.00	Officer	$0	$61,374	$539,697
LINFORD J YODER	VP-HUMAN RES	1.00	Officer	$0	$41,176	$348,377

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
2023	$107,556	$419,544	No data	$-311,988
2022	$-29,307	$48,228	$330,463	$-77,535
2021	No data	$74,239	$937,972	No data
2020	No data	$67,382	$858,620	No data
2019	$-21,343	$98,216	$911,430	$-119,559
2018	$75,713	$240,542	$3,136,416	$-164,829

HOMEWOOD AT THE SHENANDOAH VALLEY