Arbor Vista Inc (EIN 943250350) - 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

1996

Legal Domicile

Principal Officer

BOB HOFFMAN

Phone

5106470700

Tax Period

2023-10-01 to 2024-09-30

Arbor Vista Inc, founded in 1996, is a community nonprofit in the Housing & Shelter sector that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.3M exceeded revenue, resulting in a 24% operating deficit.

Mission

TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS ON A NONPROFIT BASIS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $620,814

Program Service Revenue $409,144

Investment Income $33,673

Other Revenue $0

TOTAL REVENUE $1,063,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $377,136

Fundraising Expenses $0

Program Expenses $1,222,004

Other Expenses $946,634

TOTAL EXPENSES $1,323,770

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,063,631	$973,891	+0.1%
Expenses	$1,323,770	$1,085,518	+0.2%
Net Income	$-260,139	$-111,627	+1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANING THOMPSON	Vice President	0.50	Officer Director	$0	$0	$0
JANE NEBO	Director	0.50	Director	$0	$0	$0
TIM MARCHI	Treasurer	0.50	Officer Director	$0	$0	$0
BOB HOFFMAN	President	0.50	Officer Director	$0	$0	$0
CAL WOOD	Director	0.50	Director	$0	$0	$0
BARBARA REYNOLDS	Director	0.50	Director	$0	$0	$0
MARC ROSS	Director	0.50	Director	$0	$0	$0
MAXINE BROOKNER	Director	0.50	Director	$0	$0	$0
KATHY BROOKS	Director	0.50	Director	$0	$0	$0
DAN RAMIREZ	Director	0.50	Director	$0	$0	$0
BRIAN O'REILLY	Director	0.50	Director	$0	$0	$0
JAMES KOCH	Director	0.50	Director	$0	$0	$0
ARLEN ROWE	Secretary	0.50	Officer Director	$0	$0	$0
DR ERIC SERDAHL	Director	0.50	Director	$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	$1,063,631	$1,323,770	$5,361,550	$-260,139
2023	$973,891	$1,085,518	$5,425,076	$-111,627
2022	$932,846	$1,133,124	$5,522,905	$-200,278
2021	$844,643	$1,029,235	$5,722,199	$-184,592
2020	$814,008	$1,065,391	$5,952,214	$-251,383
2019	$810,339	$968,094	$6,168,708	$-157,755
2018	$747,400	$1,042,033	$6,308,181	$-294,633

Arbor Vista Inc