VALLEY SENIOR LIVING FOUNDATION (EIN 450392710) - 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

1985

Legal Domicile

Principal Officer

Garth Rydland

Phone

7017877997

Tax Period

2024-07-01 to 2025-06-30

VALLEY SENIOR LIVING FOUNDATION, founded in 1985, is a small nonprofit in the Health Care sector that reported $636K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 75% operating deficit.

Mission

The purpose of Valley Senior Living Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents of Valley Senior Living.

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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 $472,735

Program Service Revenue $0

Investment Income $630

Other Revenue $162,490

TOTAL REVENUE $635,855

Expense Breakdown

Grants Paid $826,152

Salaries & Benefits $228,474

Fundraising Expenses $142,003

Program Expenses $898,518

Other Expenses $56,065

TOTAL EXPENSES $1,110,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$635,855	$722,974	-0.1%
Expenses	$1,110,691	$400,232	+1.8%
Net Income	$-474,836	$322,742	-2.5%

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

267

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

$426,428

Total Directors

$426,428

Key Employees

$1,654,699

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Garth Rydland	President/CEO Valley Senior Living	0	Officer Director Key Emp Highest	$0	$23,427	$310,079
Gina Roller	Administrator Valley Senior Living on 42nd	0	Key Emp Highest	$0	$17,683	$212,932
Lorilee Bott	CFO	0	Key Emp Highest	$0	$20,436	$201,024
Adam Edwards	Chief Human Resource Officer	0	Key Emp Highest	$0	$23,925	$196,321
Jessica Baumgarten	Director of Nursing Valley Senior Living on Columbia	0	Key Emp Highest	$0	$18,280	$187,304
Jennifer Schultz	Director of Nursing Woodside Village	0	Key Emp	$0	$16,747	$161,749
Angela Goulet	Tufte Manor Administrator, Dir PCS TM and WT	0	Key Emp	$0	$20,700	$149,595
Sally Grosgebauer	Marketing Coordinator	6	Key Emp	$0	$18,463	$119,346
Shaun Havis	President Valley Senior Living Foundation	40	Officer Director Key Emp	$97,540	$18,809	$116,349
Carol Svendson	Chairperson	0	Officer Director	$0	$0	$0
Scott Berge	Treasurer	0	Officer Director	$0	$0	$0
Megan Flom	Secretary	0	Officer Director	$0	$0	$0
Brittany Caillier	Vice Chair	0	Officer Director	$0	$0	$0
Monica Musich	Director	0	Director	$0	$0	$0
Kathleen Meagher	Director	0	Director	$0	$0	$0
Margaret Reed	Ex Officio	0	Director	$0	$0	$0
Dwight Thompson	Ex Officio	0	Director	$0	$0	$0
Chris Wolf	Director	0	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	$635,855	$1,110,691	$4,298,722	$-474,836
2024	$722,974	$400,232	$4,410,021	$322,742
2023	$509,238	$336,140	$3,666,739	$173,098
2022	$511,283	$464,394	$3,358,775	$46,889
2021	$378,316	$256,868	$3,755,787	$121,448
2019	$746,603	$526,658	$2,760,837	$219,945

VALLEY SENIOR LIVING FOUNDATION