VALLEY VIEW HOME (EIN 810295816) - 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

1965

Legal Domicile

Principal Officer

FRANK THOMPSON

Phone

4062282461

Tax Period

2024-01-01 to 2024-12-31

VALLEY VIEW HOME, founded in 1965, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $6.6M left a modest 3% surplus.

Mission

OUR PHILOSOPHY AT VALLEY VIEW HOME IS "SERVICE BY CARING" THROUGH THE UTILIZATION OF SKILLS AND ABILITY OF OUR TEAM WORKING TOGETHER TO PROMOTE AND ENHANCE THE WELL-BEING OF THOSE WHOM WE SERVE.

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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 $711,367

Program Service Revenue $5,568,298

Investment Income $222,519

Other Revenue $308,540

TOTAL REVENUE $6,810,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,127,481

Fundraising Expenses $0

Program Expenses $5,179,653

Other Expenses $2,469,560

TOTAL EXPENSES $6,597,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,810,724	$5,892,437	+0.2%
Expenses	$6,597,041	$7,155,878	-0.1%
Net Income	$213,683	$-1,263,441	-1.2%

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

103

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

$129,702

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK THOMPSON	ADMINISTRATO	40.00	Officer	$129,702	$0	$129,702
SHIRLEY BAUMGARTNER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE BIGELBACH	DIRECTOR	1.00	Director	$0	$0	$0
LYNN LIPSZYK	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MCCOLLY	DIRECTOR	1.00	Director	$0	$0	$0
LISA WILTFONG	PRESIDENT	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
2024	$6,810,724	$6,597,041	$4,786,337	$213,683
2023	$5,892,437	$7,155,878	$4,751,494	$-1,263,441
2022	$8,614,157	$7,108,210	$6,258,415	$1,505,947
2021	$5,986,783	$6,872,922	$4,941,479	$-886,139
2020	$7,813,503	$6,549,640	$5,320,766	$1,263,863
2019	$5,762,247	$5,918,870	$4,357,117	$-156,623
2018	$4,891,165	$5,195,555	$4,277,140	$-304,390

VALLEY VIEW HOME