VALLEY ASSISTED LIVING 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

1995

Legal Domicile

Principal Officer

MARCIA GREGG

Phone

7197834401

Tax Period

2024-01-01 to 2024-12-31

VALLEY ASSISTED LIVING INC, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $713K in total revenue in fiscal year 2024.

Mission

EXTENDING LIFE FOR SENIORS. VALIS MISSION IS TO PROVIDE A WARM, HOMELIKE, ASSISTED-LIVING FACILITY FOR THE ELDERLY THAT WILL ENHANCE THEIR QUALITY OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $670,231

PROVIDING HOUSING AND ASSISTED LIVING FOR THE ELDERLY. EXTENDING THE QUALITY OF LIFE FOR SENIOR CITIZENS.

Program 2

PROVIDING HOME HEALTH CARE TO SENIOR CITIZENS AND VETERANS TO PROLONG THEIR ABILITY TO LIVE IN THEIR OWN HOMES.

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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 $29,444

Program Service Revenue $682,407

Investment Income $1,250

Other Revenue $0

TOTAL REVENUE $713,101

Expense Breakdown

Grants Paid $0

Salaries & Benefits $542,239

Fundraising Expenses $0

Program Expenses $670,231

Other Expenses $196,772

TOTAL EXPENSES $739,011

Year-over-Year Comparison

	2024	2023	Change
Revenue	$713,101	$719,769	0.0%
Expenses	$739,011	$706,209	+0.0%
Net Income	$-25,910	$13,560	-2.9%

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

281

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN LEBLOND	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH GREEN	DIRECTOR	1.00	Director	$0	$0	$0
CHAR FEDEL	DIRECTOR	1.00	Director	$0	$0	$0
SHERI WYATT	SECRETARY	1.00	Officer	$0	$0	$0
MARCIA GREGG	PRESIDENT AND TEMP TREASURER	3.00	Officer	$0	$0	$0
MARY ELLEN LASAGE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
LEE OVERCAMP	TREASURER	2.00	Officer	$0	$0	$0
MARYANNE HAMMOND	MANAGER	40.00	Key Emp	$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	$713,101	$739,011	$942,222	$-25,910
2023	$719,769	$706,209	$969,261	$13,560
2022	$649,230	$675,410	$1,004,843	$-26,180
2021	$613,737	$580,421	$1,045,598	$33,316
2020	$604,628	$611,809	$1,030,882	$-7,181
2019	$581,412	$597,621	$1,075,334	$-16,209
2018	$655,102	$617,136	$1,122,814	$37,966