VIAMONTE SENIOR LIVING 1 INC

EIN: 812951897 501(c)(3)

SAN FRANCISCO, CA

Total Revenue
$7,756,506
Total Expenses
$6,896,473
Total Assets
N/A
Net Assets
N/A
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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
2016
Legal Domicile
CA
Principal Officer
SARA MCVEY
Phone
4152027800
Tax Period
2025-01-01 to 2025-04-30

VIAMONTE SENIOR LIVING 1 INC, founded in 2016, is a community nonprofit that reported $7.8M in total revenue in fiscal year 2025. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $6.9M left a modest 11% surplus.

Mission

VIAMONTE SENIOR LIVING 1, INC. ("VSL") PROVIDES ORGANIZATION STRUCTURE AND LEADERSHIP TO MEET THE NEEDS AND IMPROVE THE QUALITY OF LIFE OF OLDER PERSONS BY OFFERING HOUSING AND PROGRAMS.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $50,768
Program Service Revenue $7,190,337
Investment Income $515,376
Other Revenue $25
TOTAL REVENUE $7,756,506

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,887,230
Fundraising Expenses $0
Program Expenses $5,645,977
Other Expenses $5,009,243
TOTAL EXPENSES $6,896,473

Year-over-Year Comparison

2025 2024 Change
Revenue $7,756,506 $22,788,299 -0.7%
Expenses $6,896,473 $20,508,481 -0.7%
Net Income $860,033 $2,279,818 -0.6%
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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Governance

Voting Members
13
Independent Members
13
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
6
$975,728
Total Directors
13
$0
Key Employees
1
$163,827
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DIANNE J SPAULDING CHAIR 0.10
Officer Director
$0 $0 $0
STEVEN H HERMAN VICE CHAIR 0.10
Officer Director
$0 $0 $0
DAVID JAMISON BOARD MEMBER 0.10
Director
$0 $0 $0
GORDON HOWIE BOARD MEMBER 0.10
Director
$0 $0 $0
HOLLY ITO BOARD MEMBER 0.10
Director
$0 $0 $0
MARIANNE LIM BOARD MEMBER 0.10
Director
$0 $0 $0
MARILYN SUEY BOARD MEMBER 0.10
Director
$0 $0 $0
NANCY HIROKO MAYEDA BOARD MEMBER 0.10
Director
$0 $0 $0
PATRICIA LYNN BOARD MEMBER 0.10
Director
$0 $0 $0
RICHARD CORRIEA BOARD MEMBER 0.10
Director
$0 $0 $0
CORY SANDERSON BOARD MEMBER 0.10
Director
$0 $0 $0
VAL AGOSTINO BOARD MEMBER 0.10
Director
$0 $0 $0
ANTHONY WITTE EFF 022025 BOARD MEMBER 0.10
Director
$0 $0 $0
SARA MCVEY PRESIDENT AND CEO 6.00
Officer
$0 $14,676 $383,025
MARTHA ATWWOD CHIEF PEOPLE OFFICER 6.00
Officer
$0 $17,229 $191,018
CHARLIE SHOEMAKE CFO 6.00
Officer
$0 $14,087 $245,626
DAVID LATINA CHIEF DEVELOPMENT OFFICER 6.00
Officer
$0 $15,884 $156,059
MARC SHORES VP OF OPERATIONS AND FINANCE 6.00
Key Emp
$0 $9,435 $163,827
MELODY ALLAN EXECTIVE DIRECTOR 6.00
Highest
$0 $14,807 $128,053
PAULA RATHGABER-GOMEZ VP SALES AND MARKETING 6.00
Highest
$0 $5,312 $133,403
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 $7,756,506 $6,896,473 No data $860,033
2024 No data No data No data No data
2023 $20,804,021 $20,455,850 $215,534,160 $348,171
2022 $13,202,283 $19,150,505 $246,637,848 $-5,948,222
2021 $7,634,323 $20,860,370 $242,110,392 $-13,226,047
2020 $703,209 $4,676,210 $282,822,555 $-3,973,001
2019 $10,800 $2,691,294 $248,381,196 $-2,680,494
2018 $2,058,955 $6,347,837 $227,500,316 $-4,288,882
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