VALLEY HOME SOCIETY (EIN 410734725) - 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

1943

Legal Domicile

Principal Officer

TOM HARLOW

Phone

2186813286

Tax Period

2020-01-01 to 2020-12-31

Mission

PROVIDING ASSISTED LIVING SERVICES TO ELDERLY RESIDENTS AND THOSE DEALING WITH MEMORY LOSS. SERVICES SUCH AS PROVIDING MEALS AND PARTICIPATORY ACTIVITIES AS WELL AS ASSISTING THE RESIDENTS WITH NORMAL DAILY ACTIVITIES AND FUNCTIONS AND ALSO MONITORING MEDICATIONS. THE ORGANIZATION SERVICES A MAXIMUM OF 96 RESIDENTS AT ANY GIVEN TIME.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50

Other Expenses $50

TOTAL EXPENSES $50

Year-over-Year Comparison

	2020	2019	Change
Revenue	N/A	$597,422	-1.0%
Expenses	$50	$1,253,307	-1.0%
Net Income	N/A	$-655,885	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM HARLOW	CHAIRMAN	2.00	Officer Director	$0	$0	$0
TOM WANG	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
BEN SAYLER	TREASURER	2.00	Officer Director	$0	$0	$0
MARLENE BEEDY	SECRETARY	2.00	Officer Director	$0	$0	$0
HELEN ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
GREG BREKKE	DIRECTOR	2.00	Director	$0	$0	$0
DOUG DALLMANN	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD JORDE	DIRECTOR	2.00	Director	$0	$0	$0
SHARON RUSSELL	DIRECTOR	2.00	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
2020	No data	$50	$500	No data
2019	$597,422	$1,253,307	$500	$-655,885
2018	$2,373,618	$2,541,915	$3,344,084	$-168,297

VALLEY HOME SOCIETY