WILLAMETTE VIEW INC (EIN 930463816) - 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

1955

Legal Domicile

Principal Officer

CRAIG VAN VALKENBURG

Phone

5036546581

Tax Period

2024-01-01 to 2024-12-31

WILLAMETTE VIEW INC, founded in 1955, is a mid-sized nonprofit in the Human Services sector that reported $39.8M in total revenue in fiscal year 2024.

Mission

PROVIDES RESIDENTIAL AND NURSING CARE, WELLNESS AND THERAPY SERVICES THROUGH THE OPERATION OF CONTINUING CARE RETIREMENT COMMUNITY; AND PROVIDES IN-HOME CARE SERVICES TO RESIDENTS AND INDIVIDUALS IN THE GREATER COMMUNITY.

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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 $416,402

Program Service Revenue $37,004,840

Investment Income $2,367,174

Other Revenue $0

TOTAL REVENUE $39,788,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,721,467

Fundraising Expenses $0

Program Expenses $22,422,675

Other Expenses $23,532,725

TOTAL EXPENSES $40,254,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,788,416	$37,997,387	+0.0%
Expenses	$40,254,192	$38,165,201	+0.1%
Net Income	$-465,776	$-167,814	+1.8%

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

775

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

$603,242

Total Directors

Key Employees

$998,130

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA ENGLE	DIRECTOR - CHAIR	2.00	Officer Director	$0	$0	$0
SAM VIGIL JR	DIRECTOR - VICE CHAIR	2.00	Officer Director	$0	$0	$0
GARY AAS	DIRECTOR - SECRETARY / TREASURER	2.00	Officer Director	$0	$0	$0
ANN PHELPS	DIRECTOR	2.00	Director	$0	$0	$0
DEIDRA KRYS-RUSOFF	DIRECTOR	2.00	Director	$0	$0	$0
DOUG MORGAN	DIRECTOR	2.00	Director	$0	$0	$0
JOHN HARTSOCK	DIRECTOR	2.00	Director	$0	$0	$0
JUDY HELMKE	DIRECTOR	2.00	Director	$0	$0	$0
PAM BROWN	DIRECTOR	2.00	Director	$0	$0	$0
STEVE EVANS	DIRECTOR	2.00	Director	$0	$0	$0
CRAIG VAN VALKENBURG	PRESIDENT & CEO	40.00	Officer	$311,423	$23,240	$334,663
BRIAN THOMPSON	CFO	40.00	Officer	$246,816	$21,763	$268,579
KRISTI EARHARDT	DIRECTOR OF HR	40.00	Key Emp	$201,835	$21,639	$223,474
MARK HOLLIS	DIRECTOR OF SALES	40.00	Key Emp	$195,412	$22,829	$218,241
MATTHEW HARTLEY	HEALTHCARE SERVICES ADMINISTRATOR	40.00	Key Emp	$176,357	$15,604	$191,961
KIM BUCHHOLZ	ADMINISTRATOR	40.00	Key Emp	$167,501	$20,010	$187,511
DAVID KOHNSTAMM	DIRECTOR OF WELLNESS	40.00	Key Emp	$152,947	$23,996	$176,943
CYNTHIA CARPENTER	DIRECTOR OF NURSING	40.00	Highest	$131,381	$16,076	$147,457
KEITH BODNAR	CONTROLLER	40.00	Highest	$132,367	$5,289	$137,656
BRETT PINNICK	DIRECTOR OF SYSTEMS & TECHNOLOGY	40.00	Highest	$122,446	$13,374	$135,820
OMAR JASON ROBINSON	DIRECTOR OF FOOD & BEVERAGE	40.00	Highest	$116,842	$17,346	$134,188
KRISTY VOSS	DIRECTOR OF PROPERTY DEVELOPMENT	40.00	Highest	$117,386	$13,520	$130,906

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	$39,788,416	$40,254,192	$163,458,986	$-465,776
2023	$37,997,387	$38,165,201	$159,764,744	$-167,814
2022	$34,724,578	$35,562,761	$151,483,010	$-838,183
2021	$34,857,993	$34,862,494	$158,572,403	$-4,501
2020	$33,769,577	$33,785,650	$154,293,951	$-16,073
2019	$33,393,145	$31,465,117	$169,688,734	$1,928,028
2018	$29,557,674	$28,585,691	$148,786,232	$971,983

WILLAMETTE VIEW INC