Civic Intelligence

Arlington Voa Alr Operating Inc

EIN 26-4330384 • 501(c)3 • Eden Prairie, MN

7485 Office Ridge CircleEden Prairie, MN 55344

www.voaseniorliving.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.55x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.09x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

59th percentile

9.2%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-6.9%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

3.1%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,127,029

Up $659,462 (+45%) from 2023

Liabilities

Down

$212,553

Down $66,939 (-24%) from 2023

Net Assets

Up

$1,914,476

Up $726,401 (+61%) from 2023

Revenue

Up

$4,292,655

Up $244,969 (+6.1%) from 2023

Expenses

Up

$3,566,254

Up $25,108 (+0.7%) from 2023

Net Income

Up

$726,401

Up $219,861 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2012: $741,947Liabilities 2012: $623,382Net Assets 2012: $118,5652012Assets 2013: $531,732Liabilities 2013: $661,865Net Assets 2013: -$130,1332013Assets 2014: $564,881Liabilities 2014: $572,819Net Assets 2014: -$7,9382014Assets 2015: $599,594Liabilities 2015: $477,983Net Assets 2015: $121,6112015Assets 2016: $485,849Liabilities 2016: $354,946Net Assets 2016: $130,9032016Assets 2017: $413,021Liabilities 2017: $481,271Net Assets 2017: -$68,2502017Assets 2018: $474,231Liabilities 2018: $682,122Net Assets 2018: -$207,8912018Assets 2019: $464,974Liabilities 2019: $728,969Net Assets 2019: -$263,9952019Assets 2020: $628,905Liabilities 2020: $710,790Net Assets 2020: -$81,8852020Assets 2021: $585,632Liabilities 2021: $323,501Net Assets 2021: $262,1312021Assets 2022: $956,819Liabilities 2022: $275,284Net Assets 2022: $681,5352022Assets 2023: $1,467,567Liabilities 2023: $279,492Net Assets 2023: $1,188,0752023Assets 2024: $2,127,029Liabilities 2024: $212,553Net Assets 2024: $1,914,4762024

Highlighted filing

2024

Assets$2,127,029
Liabilities$212,553
Net Assets$1,914,476

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,793,2912012Expenses 2013: $2,991,9822013Revenue 2014: $3,046,255Expenses 2014: $2,924,060Net Income 2014: $122,1952014Revenue 2015: $3,213,224Expenses 2015: $3,083,675Net Income 2015: $129,5492015Revenue 2016: $3,209,621Expenses 2016: $3,200,329Net Income 2016: $9,2922016Revenue 2017: $3,178,880Expenses 2017: $3,378,033Net Income 2017: -$199,1532017Revenue 2018: $3,374,050Expenses 2018: $3,513,691Net Income 2018: -$139,6412018Revenue 2019: $3,448,944Expenses 2019: $3,505,048Net Income 2019: -$56,1042019Revenue 2020: $3,646,322Expenses 2020: $3,464,212Net Income 2020: $182,1102020Revenue 2021: $3,758,175Expenses 2021: $3,414,159Net Income 2021: $344,0162021Revenue 2022: $3,869,284Expenses 2022: $3,449,880Net Income 2022: $419,4042022Revenue 2023: $4,047,686Expenses 2023: $3,541,146Net Income 2023: $506,5402023Revenue 2024: $4,292,655Expenses 2024: $3,566,254Net Income 2024: $726,4012024

Highlighted filing

2024

Revenue$4,292,655
Expenses$3,566,254
Net Income$726,401

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 8, 2025
Return Version
2023v6.0
Gross Receipts
$4,292,655
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$835,694$1,393,611▲ $557,917
Land, Buildings, and Equipment, Net$95,017$348,294▲ $253,277
Accounts Receivable$512,092$343,659▼ $168,433
Prepaid Expenses and Deferred Charges$24,764$41,465▲ $16,701
Total Assets$1,467,567$2,127,029▲ $659,462
Liabilities
Accounts Payable and Accrued Expenses$266,156$205,010▼ $61,146
Deferred Revenue$9,587$6,032▼ $3,555
Other Liabilities$3,749$1,511▼ $2,238
Total Liabilities$279,492$212,553▼ $66,939
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,188,075$1,914,476▲ $726,401
Total Net Assets Fund Balance$1,188,075$1,914,476▲ $726,401
Total Liabilities and Net Assets / Fund Balance$1,467,567$2,127,029▲ $659,462

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$304,701$68,201$372,902
Equipment$43,593$168,532$212,125
Other Land Buildings$0$27,546$27,546
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hilda DansoLpnFT$118,298$2,206$120,504
Laxmi ThingTmaFT$110,444$1,105$111,549

Board Members and Trustees

NameTitle
Rase NancyChairperson
King Michael WPresident
PerkinsderrickVice Chair
Nickell Jacci JSenior Vice President, Healthcare
Arnold PattiDirector
Bloom ShawnDirector
Carrington EdwinaDirector
Hackett KarenDirector
Knapp KeithDirector
Mullen BethDirector
Peterson JeanneDirector
Sheridan PatrickDirector
Vigee VorisDirector
Vigilance PierreDirector
Gavin Nancy aAsst. Secretary/asst. Treasurer
Nutz Faith aAsst. Secretary/asst. Treasurer
Budzynski Joseph aAsst. Treasurer/asst. Secretary
Desjardins Peter JAsst. Treasurer/asst. Secretary
King Kimberly BAsst. Treasurer/asst. Secretary
Nisivoccia DavidAsst. Treasurer/asst. Secretary
Paskoff David WAsst. Treasurer/asst. Secretary
Soczynski Paul FAsst. Treasurer/asst. Secretary
Edeburn AndySecretary
Erickson KarenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Volunteers Of America National ServicesManagement Fees7485 OFFICE RIDGE CIRCLE, Eden Prairie, MN 55344$267,254
Revenue and Support

Revenue Composition

Contributions and Grants
$45,815
Program Service Revenue
$4,241,840
Investment Income
$5,000
Other Revenue
$0
All Other Contributions
$1,815
Change in Net Assets
$726,401

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,292,655
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,292,655
Total Revenue per Form 990
$4,292,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,405,835
Other Expenses$1,160,419
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,943,035$68,582-$2,011,617
Fees for Services Other$79,914$262,074-$341,988
Occupancy$266,889$2,862-$269,751
Other Employee Benefits$215,655$12,345-$228,000
Payroll Taxes$151,176--$151,176
Office Expenses$51,216--$51,216
Information Technology$47,445--$47,445
Other Expenses$27,282$1,231-$27,282
Depreciation Depletion$23,027$233-$23,260
Pension Plan Contributions$15,042--$15,042
Fees for Services Accounting$13,950--$13,950
Travel$8,900--$8,900
All Other Expenses$8,707--$8,707
Fees for Services Legal$2,760--$2,760
Conferences and Meetings$600--$600
Total Functional Expenses$3,218,927$347,327$0$3,566,254

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,566,254
Total Expenses per Audited Statements$3,566,254
Total Expenses per Form 990$3,566,254
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Third Party Payors$1,511
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Michael king, joseph budzynski, kimberly king, jacci nickell, nancy gavin, paul soczynski, peter desjardins, david paskoff, david nisivoccia, and faith nutz have business relationships with each other, because they serve as directors, officers, and/or key employees of volunteers of america, inc., volunteers of america national services, and/or their related organizations.

Form 990, Part VI, Section A, Line 7A

Volunteers of america national services has the right to elect or appoint directors.

Form 990, Part VI, Section A, Line 7B

Volunteers of america national services approves amendments to the articles and bylaws.

Form 990, Part VI, Section B, Line 11B

The tax return is provided to the board of directors for review. The board has 5 days to review and give comments on the return. The board of directors is then provided a complete copy of the final return upon filing.

Form 990, Part VI, Section B, Line 12C

The policy requires officers, directors and key employees to disclose annually interests that could give rise to conflicts. The policy and disclosure form are distributed and collected annually, and individuals are required to update the disclosure form throughout the year in the event potential conflicts arise. Potential conflicts of interest are reviewed by the board of directors and may require said officer, director and key employee to recuse from participation to avoid a conflict of interest.

Form 990, Part VI, Section B, Line 15

The organization's president and ceo are not compensated by the organization but are compensated by a related organization, volunteers of america, inc. Volunteers of america's process for determining compensation of the organization's president and ceo, officers, and key employees includes review and approval by a compensation committee formed of independent members appointed by the board of directors. The compensation committee conducts a market compensation analysis review every year and reports their conclusions to the board of directors.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Arlington Voa Alr Operating Inc
EIN
26-4330384
Phone
9529410305
Address
7485 OFFICE RIDGE CIRCLE, EDEN PRAIRIE, MN 55344

Signing Officer

Name
Nancy Gavin
Title
VP Financial Services
Phone
9529410305
Signed
2025-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Budzynski
Formed
2009
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
14
Employees
48
Volunteers
16

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
225 S 6TH ST 2300, MINNEAPOLIS, MN 55402
Preparer
Karen a Gries
Phone
6128764500
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINE 1:

Arlington voa alr operating inc provides assisted living housing in arlington county, virginia for low-income seniors with serious mental illness or intellectual or developmental disabilities.

FORM 990, PART XII, LINE 2C:

The organization has not changed either its oversight process or selection process during the tax year.

Financial Statement Notes

PART X, LINE 2:

The organization has evaluated its tax positions for uncertainty and has no unrecognized tax matters that are required to be disclosed. The organization had no income tax expense and there were no cash payments for income taxes in 2024 and 2023.

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