ROSS VALLEY HOMES 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

1965

Legal Domicile

Principal Officer

SARA MCVEY

Phone

4152027800

Tax Period

2020-01-01 to 2020-12-31

ROSS VALLEY HOMES INC, founded in 1965, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2020. Revenue fell 59% from the prior year — a significant decline worth monitoring.

Mission

ROSS VALLEY HOMES WILL, WITHIN ITS HUMAN RESOURCES AND FINANCIAL CAPABILITIES, PROVIDE ORGANIZATIONAL STRUCTURE AND LEADERSHIP TO MEET THE NEEDS AND IMPROVE THE QUALITY OF LIFE OF OLDER PERSONS FROM ALL ECONOMIC LEVELS AND VARIED CULTURAL BACKGROUNDS THROUGH DIVERSIFIED OPERATIONS, WHICH OFFER HOUSING AND PROGRAMS OF PHYSICAL, SOCIAL, HEALTH, AND SPIRITUAL CARE.

Program Service Accomplishments

Program 1

Expenses: $10,204,570 Revenue: $10,994,317

ROSS VALLEY HOMES IS A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING, HEALTH CARE, AND OTHER SERVICES TO APPROXIMATELY 306 RESIDENTS. MOST OF THE RESIDENTS HAVE EXECUTED LIFE CARE...

ROSS VALLEY HOMES IS A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING, HEALTH CARE, AND OTHER SERVICES TO APPROXIMATELY 306 RESIDENTS. MOST OF THE RESIDENTS HAVE EXECUTED LIFE CARE RESIDENCE AND CARE AGREEMENTS THAT GIVE THEM ACCESS TO ASSISTED LIVING, DEMENTIA CARE, AND SKILLED NURSING, IF NEEDED.

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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 (2020)

Revenue Breakdown

Contributions & Grants $147,827

Program Service Revenue $10,994,317

Investment Income $0

Other Revenue $54,601

TOTAL REVENUE $11,196,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,600,738

Fundraising Expenses $0

Program Expenses $10,204,570

Other Expenses $4,835,243

TOTAL EXPENSES $11,435,981

Year-over-Year Comparison

	2020	2019	Change
Revenue	$11,196,745	$27,604,727	-0.6%
Expenses	$11,435,981	$28,645,687	-0.6%
Net Income	$-239,236	$-1,040,960	-0.8%

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

210

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

$1,168,362

Total Directors

Key Employees

$555,749

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE STRATTON	CHAIR	0.10	Officer Director	$0	$0	$0
GARY FREEMAN	BOARD MEMBER	0.10	Director	$0	$0	$0
GAYLE S GEARY	BOARD MEMBER	0.10	Director	$0	$0	$0
STEVEN H HERMAN	BOARD MEMBER	0.10	Director	$0	$0	$0
DIANNE J SPAULDING	VICE CHAIR	0.20	Officer Director	$0	$0	$0
DAVID JAMISON	BOARD MEMBER	0.10	Director	$0	$0	$0
REX JAMISON MD	BOARD MEMBER	0.10	Director	$0	$0	$0
PATRICIA LYNN	BOARD MEMBER	0.10	Director	$0	$0	$0
NANCY HIROKO MAYEDA	BOARD MEMBER	0.20	Director	$0	$0	$0
NEAL MCNAMARA	BOARD MEMBER	0.10	Director	$0	$0	$0
PHILIP R PLACIER	BOARD MEMBER	0.20	Director	$0	$0	$0
MARIANNE LIM	BOARD MEMBER	0.10	Director	$0	$0	$0
GORDON HOWIE	BOARD MEMBER	0.10	Director	$0	$0	$0
SARA MCVEY	CEO	0.50	Officer	$0	$12,621	$477,271
NAN BOYD	CFO (THRU 8/20)	1.00	Officer	$0	$20,819	$336,087
CHARLES SHOEMAKE	CFO	1.00	Officer	$0	$5,747	$72,183
MARTHA ATWOOD	VP OF HR & COMPLIANCE	3.00	Officer	$0	$40,649	$282,821
DAVID LATINA	VP OF BUSINESS DEVELOPMENT	3.00	Key Emp	$0	$30,759	$305,459
STEVEN HIEGER	VP OF INFORMATION SYSTEMS	3.00	Key Emp	$0	$26,101	$250,290

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
2020	$11,196,745	$11,435,981	No data	$-239,236
2019	$27,604,727	$28,645,687	$37,849,477	$-1,040,960
2018	$25,988,508	$26,143,468	$32,362,185	$-154,960