Civic Intelligence

Rocklin Voa Elderly Housing Inc Quarry Oaks

EIN 58-2010055 • 501(c)3 • Alexandria, VA

Profile

Provides housing for elderly and disabled persons and families under section 202 of the national housing act under an agreement with the department of hud

Refreshing map…

1660 Duke StreetAlexandria, VA 22314
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.03x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.13x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

28th percentile

-5.2%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

99th percentile

$868,407

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 174.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

42nd percentile

0.8%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

1.9%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,965,244

Up $15,566 (+0.8%) from 2024

Liabilities

Down

$66,565

Down $181,675 (-73%) from 2024

Net Assets

Up

$1,898,679

Up $197,241 (+12%) from 2024

Revenue

Up

$498,173

Up $9,327 (+1.9%) from 2024

Expenses

Down

$524,027

Down $3,010 (-0.6%) from 2024

Net Income

Up

-$25,854

Up $12,337 (+32%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,249,737Liabilities 2011: $31,536Net Assets 2011: $2,218,2012011Assets 2012: $2,255,219Liabilities 2012: $71,027Net Assets 2012: $2,184,1922012Assets 2013: $2,161,049Liabilities 2013: $32,971Net Assets 2013: $2,128,0782013Assets 2014: $2,098,043Liabilities 2014: $50,155Net Assets 2014: $2,047,8882014Assets 2015: $2,028,768Liabilities 2015: $67,912Net Assets 2015: $1,960,8562015Assets 2016: $1,951,576Liabilities 2016: $63,268Net Assets 2016: $1,888,3082016Assets 2017: $1,904,224Liabilities 2017: $42,284Net Assets 2017: $1,861,9402017Assets 2018: $1,857,254Liabilities 2018: $58,748Net Assets 2018: $1,798,5062018Assets 2019: $1,864,045Liabilities 2019: $70,949Net Assets 2019: $1,793,0962019Assets 2020: $1,871,030Liabilities 2020: $101,601Net Assets 2020: $1,769,4292020Assets 2021: $1,911,644Liabilities 2021: $166,140Net Assets 2021: $1,745,5042021Assets 2022: $1,870,059Liabilities 2022: $113,614Net Assets 2022: $1,756,4452022Assets 2023: $1,906,781Liabilities 2023: $167,152Net Assets 2023: $1,739,6292023Assets 2024: $1,949,678Liabilities 2024: $248,240Net Assets 2024: $1,701,4382024Assets 2025: $1,965,244Liabilities 2025: $66,565Net Assets 2025: $1,898,6792025

Highlighted filing

2025

Assets$1,965,244
Liabilities$66,565
Net Assets$1,898,679

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $316,8252011Expenses 2012: $311,0832012Expenses 2013: $330,2912013Revenue 2014: $273,560Expenses 2014: $353,750Net Income 2014: -$80,1902014Revenue 2015: $281,133Expenses 2015: $368,165Net Income 2015: -$87,0322015Revenue 2016: $288,382Expenses 2016: $360,930Net Income 2016: -$72,5482016Revenue 2017: $318,332Expenses 2017: $344,700Net Income 2017: -$26,3682017Revenue 2018: $339,098Expenses 2018: $402,532Net Income 2018: -$63,4342018Revenue 2019: $392,910Expenses 2019: $398,320Net Income 2019: -$5,4102019Revenue 2020: $415,315Expenses 2020: $438,982Net Income 2020: -$23,6672020Revenue 2021: $440,301Expenses 2021: $464,226Net Income 2021: -$23,9252021Revenue 2022: $467,413Expenses 2022: $456,472Net Income 2022: $10,9412022Revenue 2023: $475,831Expenses 2023: $492,647Net Income 2023: -$16,8162023Revenue 2024: $488,846Expenses 2024: $527,037Net Income 2024: -$38,1912024Revenue 2025: $498,173Expenses 2025: $524,027Net Income 2025: -$25,8542025

Highlighted filing

2025

Revenue$498,173
Expenses$524,027
Net Income-$25,854

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.07$1.90$0.50$0.52$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.25$1.70$0.49$0.53$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.17$1.74$0.48$0.49$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.11$1.76$0.47$0.46$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.17$1.75$0.44$0.46$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.10$1.77$0.42$0.44$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.07$1.79$0.39$0.40$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.06$1.80$0.34$0.40$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.04$1.86$0.32$0.34$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.06$1.89$0.29$0.36$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.07$1.96$0.28$0.37$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.05$2.05$0.27$0.35$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.03$2.13$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.07$2.18$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.03$2.22$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 17, 2025
Return Version
2024v5.0
Gross Receipts
$498,173
Mission and Program Overview

Mission

Provides housing for elderly and disabled persons and families under section 202 of the national housing act under an agreement with the department of hud

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,425,737$1,385,397▼ $40,340
Prepaid Expenses and Deferred Charges$56,789$48,940▼ $7,849
Cash and Non-Interest-Bearing Accounts$28,184$21,716▼ $6,468
Accounts Receivable$6,382$4,377▼ $2,005
Total Assets$1,949,678$1,965,244▲ $15,566
Other Assets Total$432,586$504,814▲ $72,228
Liabilities
Accounts Payable and Accrued Expenses$229,188$47,468▼ $181,720
Other Liabilities$16,407$16,839▲ $432
Deferred Revenue$2,645$2,258▼ $387
Total Liabilities$248,240$66,565▼ $181,675
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,139,600$3,139,600→ $0
Net Assets Without Donor Restrictions$-1,438,162$-1,240,921▲ $197,241
Total Net Assets Fund Balance$1,701,438$1,898,679▲ $197,241
Total Liabilities and Net Assets / Fund Balance$1,949,678$1,965,244▲ $15,566

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$909,464$2,177,105$3,086,569
Land$365,000-$365,000
Other Land Buildings$102,880$117,106$219,986
Equipment$8,053$40,178$48,231
Other Assets Org$504,814--
Compensation and Service Providers

Employees

NameTitleOtherTotal
David NisivocciaAsst. Treas/$516,603$516,603
Joseph BudzynskiAsst Treas/s$465,439$465,439
Paul SoczynskiAsst. Treas/$378,447$378,447
Peter DesjardinsAsst. Treas/$319,503$319,503
Nancy GavinAsst. Sec/tr$285,594$285,594
Kimberly KingAsst. Treas/$256,810$256,810
David PaskoffAsst. Treas/$197,896$197,896
Dejernette BeatyAsst. Treas/$193,522$193,522
Faith NutzAsst. Sec/tr$169,200$169,200

Board Members and Trustees

NameTitle
Nancy RaseChair
Michael W KingPresident
Derrick PerkinsVice Chair
Beth MullenDirector
Carmen JacksonDirector
Janet StringfellowDirector
Jeanne PetersonDirector
Keith KnappDirector
Patrick SheridanDirector
Patti ArnoldDirector
Shawn BloomDirector
Voris VigeeDirector
Walter TejadaDirector
Joseph BudzynskiAsst Treas/sec & CFO
Faith NutzAsst. Sec/treas
Nancy GavinAsst. Sec/treas
David NisivocciaAsst. Treas/sec
David PaskoffAsst. Treas/sec
Dejernette BeatyAsst. Treas/sec
Kimberly KingAsst. Treas/sec
Paul SoczynskiAsst. Treas/sec
Peter DesjardinsAsst. Treas/sec
Karen HackettSecretary
Karen EricksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$479,787
Investment Income
$18,386
Other Revenue
$0
Change in Net Assets
$-25,854

Audited Revenue Reconciliation

Revenue per Audited Statements
$498,173
Total Revenue per Audited Statements
$498,173
Total Revenue per Form 990
$498,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$438,237
Salaries, Compensation, and Employee Benefits$85,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$122,336--$122,336
Depreciation Depletion$105,893--$105,893
Other Salaries and Wages$69,178--$69,178
Fees for Services Management-$47,623-$47,623
Office Expenses$19,409--$19,409
Other Employee Benefits$11,460--$11,460
Fees for Services Accounting-$10,712-$10,712
Payroll Taxes$5,152--$5,152
Insurance$4,081--$4,081
Advertising$3,266--$3,266
Other Expenses$1,794--$1,794
Conferences and Meetings-$1,209-$1,209
Total Functional Expenses$464,483$59,544$0$524,027

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$524,027
Total Expenses per Audited Statements$524,027
Total Expenses per Form 990$524,027
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
Tenant Security Deposits$16,839
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 1A

The organizations governing body delegated broad authority to an executive committee. The executive committee is composed of the following five officers of the organization: chair, president, vice chair, secretary, and treasurer. There are no executive committee members who are not on the governing body. The executive committee has the authority of the governing body in the management of the business of the organization.

Form 990, Page 6, Part VI, Line 2

Michael king president dir and/or officer of voa david nisivoccia asst. Sec/a dir and/or officer of voa peter desjardins asst. Sec./a dir and/or officer of voa joseph budzynski asst. Sec./a dir and/or officer of voa nancy gavin asst. Sec./a dir and/or officer of voa faith nutz asst. Sec./a dir and/or officer of voa robin keller assistant se dir and/or officer of voa kimberly b. King asst. Sec./a dir and/or officer of voa

Form 990, Page 6, Part VI, Line 3

The organization has no employees, and has delegated control over certain property management duties to voa northern california and nevada pursuant to a property management agreement. Volunteers of america national services, as the parent and sponsoring corporation, assists in providing to its subordinate corporations general and administrative supervision, financial management, quality assurance, regulatory compliance, real estate development and strategic planning.

Form 990, Page 6, Part VI, Line 7A

Volunteers of america, inc. Has the right to appoint or approve directors and volunteers of america, inc. Has, in turn, transferred this authority to volunteers of america national services.

Form 990, Page 6, Part VI, Line 7B

The articles of incorporation and bylaws of the corporation may not be amended without the prior written approval of the secretary of the u.s. Department of housing and urban development. Directors may be removed with or without cause at the request of the u.s. Department of housing and urban development. The bylaws may not be amended without the prior written consent of volunteers of america, inc.

Form 990, Page 6, Part VI, Line 11B

The final form 990 is reviewed by asset management and an officer of the board of directors prior to filing with the irs. All members of the organizations board of directors and all officers of the board are also provided an opportunity to review the form 990 in electronic form immediately prior to filing.

Form 990, Page 6, Part VI, 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 actual or potential conflicts arise. Conflicts of interest are reviewed by the board of directors. Persons with a conflict are prohibited from participating in the governing body's deliberations and decisions in the transaction.

Form 990, Page 6, Part VI, Line 19

Available at the address below: 1660 duke street alexandria, va 22314

Filing and Contact Details

Filer

Filer Name
Rocklin Voa Elderly Housing Inc
EIN
58-2010055
Phone
7033415000
Address
1660 DUKE STREET, ALEXANDRIA, VA 22314

Signing Officer

Name
Dejernette Beaty
Title
Asst. Treas/sec
Phone
7033415000
Signed
2025-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dejernette Beaty
Formed
1992
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
13
Employees
0

Preparer

Firm
Maddox & Associates Apc
Address
5627 BANKERS AVE BLDG 2, BATON ROUGE, LA 70808-2610
Preparer
William B Beale
Phone
2259263360
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Sponsor contribution 223,095

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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