Orange County Senior Living Inc

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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

2005

Legal Domicile

Principal Officer

Lee Frame

Phone

5406722611

Tax Period

2022-07-01 to 2023-06-30

Orange County Senior Living Inc, founded in 2005, is a community nonprofit in the Housing & Shelter sector that reported $3.6M in total revenue in fiscal year 2022. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $4.8M exceeded revenue, resulting in a 36% operating deficit.

Mission

To construct, operate, and maintain affordable assisted living and independent living facilities for the aged, infirm and disabled of Orange County, Virginia and the surrounding communities.

Program Service Accomplishments

Program 1

Expenses: $4,239,581 Revenue: $2,624,138

Operation of a retirement community providing housing, meals and medical care for more than 50 elderly residents.

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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 (2022)

Revenue Breakdown

Contributions & Grants $931,986

Program Service Revenue $2,624,138

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,556,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,602,616

Fundraising Expenses $0

Program Expenses $4,239,581

Other Expenses $2,246,129

TOTAL EXPENSES $4,848,745

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,556,124	$2,605,740	+0.4%
Expenses	$4,848,745	$4,251,411	+0.1%
Net Income	$-1,292,621	$-1,645,671	-0.2%

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

$307,985

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lance Long	President	5.00	Officer	$0	$0	$122,217
Loretta Clements	Treasurer	5.00	Officer	$0	$6,230	$112,577
Loretta Holt	Director of Resident Health Service	35.00		$0	$6,698	$107,193
Brenda Hutchinson	Secretary	5.00	Officer	$0	$500	$73,191
James White	Director	1.00	Director	$0	$0	$0
Lee Frame	Chairman	1.00	Officer Director	$0	$0	$0
Deanne Marshall	Director	1.00	Director	$0	$0	$0
Philip Frazer	Vice Chair	1.00	Officer Director	$0	$0	$0
Sam Kessler	Director	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,556,124	$4,848,745	$15,118,582	$-1,292,621
2022	$2,605,740	$4,251,411	$14,633,778	$-1,645,671
2021	$3,561,793	$4,357,579	$15,524,351	$-795,786
2020	$3,647,339	$4,346,214	$16,411,086	$-698,875
2019	$4,476,013	$4,442,710	$16,719,544	$33,303