VIAMONTE SENIOR LIVING 1 INC

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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

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, INC.'S MISSION IS TO PROVIDE HOMES AND SERVICES TO SENIORS FOR HEALTHY AGING THROUGH IMPROVING THE QUALITY OF LIFE AND PROVIDING A RANGE OF SUPPORT, OR ASSISTIVE SERVICES, IN ADDITION TO THE LIFESTYLE-FOCUSED AMENITIES AND MUCH MORE FOR THE SENIORS.

Program Service Accomplishments

Program 1

Expenses: $5,645,977 Revenue: $7,190,362

VIAMONTE CONSISTS OF 174 INDEPENDENT LIVING UNITS, WITH AN ADDITIONAL 7 ASSISTED LIVING UNITS AND 10 MEMORY CARE UNITS. VIAMONTE PROVIDES ITS RESIDENTS WITH MEALS, HOUSEKEEPING, LAUNDRY, MAINTENANCE, AND TRANSPORTATION SERVICES, AS WELL AS SALON AND SPA SERVICES. RESIDENTS ARE ALSO ENCOURAGED TO PARTICIPATE IN VARIOUS ACTIVITIES PROVIDED BY VIAMONTE, INCLUDING SOCIAL, PHYSICAL AND CULTURAL ACTIVITIES, E.G., GAMES, YOGA, ETC.

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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 (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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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

$975,728

Total Directors

Key Employees

$163,827

Highest Compensated

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