RVM DAVIS HOUSING CORPORATION SHASTA POINT RETIREMENT COMMUNITY (EIN 311662208) - 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

2001

Legal Domicile

Principal Officer

LARRY BOECK

Phone

5418577205

Tax Period

2024-07-01 to 2025-06-30

RVM DAVIS HOUSING CORPORATION SHASTA POINT RETIREMENT COMMUNITY, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $681K in total revenue in fiscal year 2024. Expenses of $805K exceeded revenue, resulting in a 18% operating deficit.

Mission

AS LEADERS IN AFFORDABLE HOUSING, WE ARE DEDICATED TO QUALITY,RESPECT AND INTEGRITY. OUR DESIRE IS TO PROVIDE SUPPORT AND RESOURCES TO CREATE AN ENVIRONMENT THAT WILL ENRICH THE LIVES OF OUR EMPLOYEES AND RESIDENTS. WE TAKE PRIDE IN BUILDING, ADMINISTERING, AND MAINTAINING HIGH STANDARDS OF SERVICE FOR INDIVIDUALS AND FAMILIES. WITH CONTINUED EDUCATION, COMMUNITY INVOLVEMENT, AND REFINED PRACTICES, WE WILL DEVELOP AND MAINTAIN SUPERIOR AFFORDABLE HOUSING THAT SURPASSES EXPECTATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $408,448

Program Service Revenue $270,190

Investment Income $284

Other Revenue $2,033

TOTAL REVENUE $680,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $186,211

Fundraising Expenses $0

Program Expenses $585,697

Other Expenses $619,137

TOTAL EXPENSES $805,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$680,955	$653,306	+0.0%
Expenses	$805,348	$846,942	0.0%
Net Income	$-124,393	$-193,636	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY BOECK	CHAIR	0.04	Officer Director	$0	$0	$0
SHAWNA SLOAN	VICE CHAIR	0.04	Officer Director	$0	$0	$0
DAMIEN RENNIE	TREASURER	0.04	Officer Director	$0	$0	$0
PAT TOSSAVAINEN	SECRETARY	0.04	Officer Director	$0	$0	$0
BECKY SNYDER	DIRECTOR	0.04	Director	$0	$0	$0
ROBERT KERR	DIRECTOR	0.04	Director	$0	$0	$0
JERI RENO	DIRECTOR	0.04	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	$680,955	$805,348	$3,030,880	$-124,393
2024	$653,306	$846,942	$3,131,877	$-193,636
2023	$622,852	$664,582	$3,324,645	$-41,730
2022	$574,048	$690,634	$3,393,102	$-116,586
2021	$552,662	$682,080	$3,465,872	$-129,418
2020	$511,801	$609,952	$3,584,178	$-98,151
2019	$484,674	$605,905	$3,711,363	$-121,231
2018	$471,779	$572,922	$3,840,795	$-101,143

RVM DAVIS HOUSING CORPORATION SHASTA POINT RETIREMENT COMMUNITY