HOSPICE OF THE VALLEY INC (EIN 630877006) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

CONNIE SCHULTZ

Phone

2563505585

Tax Period

2023-01-01 to 2023-12-31

HOSPICE OF THE VALLEY INC, founded in 1984, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2018. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $3.6M left a modest 4% surplus.

Mission

HOSPICE CARE

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $46,510

Program Service Revenue $4,727,558

Investment Income $23,479

Other Revenue $26,370

TOTAL REVENUE $4,823,917

Expense Breakdown

Grants Paid $34,040

Salaries & Benefits $2,692,595

Fundraising Expenses $0

Program Expenses $3,432,815

Other Expenses $2,022,140

TOTAL EXPENSES $4,748,775

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,823,917	$4,616,795	+0.0%
Expenses	$4,748,775	$4,146,760	+0.1%
Net Income	$75,142	$470,035	-0.8%

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

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

$98,733

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNIE SCHULTZ	CEO	40.00	Officer	$98,733	$0	$98,733
ALI PROPST	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBIN JACKSON	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JAMES ADAMS JR	SECRETARY	1.00	Officer Director	$0	$0	$0
ANGELA CASCIANO	TREASURER	1.00	Officer Director	$0	$0	$0
TIMOTHY WEIRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT YOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
DESTINY FOWLER	BOARD MEMBER	1.00	Director	$0	$0	$0
HALEY IVERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BO WEINMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALICIA HAMMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANITA WALDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN EDINGTON	BOARD MEMBER	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
2024	No data	No data	No data	No data
2023	$4,823,917	$4,748,775	$3,542,718	$75,142
2022	$4,616,795	$4,146,760	$3,422,020	$470,035
2021	$3,908,597	$3,579,916	$2,875,002	$328,681
2020	$4,243,154	$3,842,682	$2,541,427	$400,472
2019	$4,174,214	$3,982,787	$2,237,176	$191,427
2018	$3,751,599	$3,599,092	$2,041,570	$152,507

HOSPICE OF THE VALLEY INC