VISALIA SENIOR HOUSING II INC (EIN 943358411) - 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

2000

Legal Domicile

Principal Officer

CYNTHIA ALVAREZ

Phone

5106326712

Tax Period

2023-07-01 to 2024-06-30

VISALIA SENIOR HOUSING II INC, founded in 2000, is a small nonprofit in the Housing & Shelter sector that reported $623K in total revenue in fiscal year 2023. Expenses of $703K exceeded revenue, resulting in a 13% operating deficit.

Mission

PROVIDES HOUSING TO LOW INCOME ELDERLY PERSONS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT UNDER AGREEMENT WITH THE DEPARTMENT OF HUD.

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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 $0

Program Service Revenue $618,695

Investment Income $4,433

Other Revenue $0

TOTAL REVENUE $623,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,737

Fundraising Expenses $0

Program Expenses $629,993

Other Expenses $547,311

TOTAL EXPENSES $703,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$623,128	$623,410	0.0%
Expenses	$703,048	$726,562	0.0%
Net Income	$-79,920	$-103,152	-0.2%

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
SHARON ADAMS	PRESIDENT	2.00	Officer Director	$0	$0	$0
RONA SWANSON	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BETTY-LEE BLACKMON	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID REIMER	TREASURER	2.00	Officer Director	$0	$0	$0
BOB GREEN	DIRECTOR	2.00	Director	$0	$0	$0
RICK WEHMUELLER	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
CATHY PERRING	DIRECTOR	2.00	Director	$0	$0	$0
JOHN REGAN	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD GOMEZ	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER BROWN	DIRECTOR	2.00	Director	$0	$0	$0
KARA KORBEL	DIRECTOR	2.00	Director	$0	$0	$0
BILL MCCALL	EXECUTIVE DI	2.00	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
2025	No data	No data	No data	No data
2024	$623,128	$703,048	$3,850,684	$-79,920
2023	$623,410	$726,562	$3,911,809	$-103,152
2022	$600,359	$840,640	$4,083,960	$-240,281
2021	$845,733	$775,137	$4,212,834	$70,596
2020	$588,469	$768,761	$4,352,911	$-180,292
2019	$584,503	$745,526	$4,510,174	$-161,023

VISALIA SENIOR HOUSING II INC