Civic Intelligence

Rochester Voa Elderly Housing II I

EIN 94-3421013 • 501(c)3 • Alexandria, VA

Profile

Provides housing to 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

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.14x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

53rd percentile

6.1%

Higher net margin than 53% 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 148.4% of source-year revenue.

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

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

73rd percentile

27%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Up

$2,606,325

Up $7,021 (+0.3%) from 2024

Liabilities

Down

$84,169

Down $28,693 (-25%) from 2024

Net Assets

Up

$2,522,156

Up $35,714 (+1.4%) from 2024

Revenue

Up

$585,236

Up $124,630 (+27%) from 2024

Expenses

Up

$549,522

Up $2,655 (+0.5%) from 2024

Net Income

Up

$35,714

Up $121,975 (+141%) from 2024

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,793,340Liabilities 2011: $64,275Net Assets 2011: $3,729,0652011Assets 2012: $3,707,509Liabilities 2012: $63,253Net Assets 2012: $3,644,2562012Assets 2013: $3,631,627Liabilities 2013: $87,876Net Assets 2013: $3,543,7512013Assets 2014: $3,528,927Liabilities 2014: $72,684Net Assets 2014: $3,456,2432014Assets 2015: $3,434,667Liabilities 2015: $78,064Net Assets 2015: $3,356,6032015Assets 2016: $3,332,909Liabilities 2016: $74,890Net Assets 2016: $3,258,0192016Assets 2017: $3,279,827Liabilities 2017: $96,801Net Assets 2017: $3,183,0262017Assets 2018: $3,224,298Liabilities 2018: $106,716Net Assets 2018: $3,117,5822018Assets 2019: $3,119,259Liabilities 2019: $127,255Net Assets 2019: $2,992,0042019Assets 2020: $2,982,365Liabilities 2020: $90,856Net Assets 2020: $2,891,5092020Assets 2021: $2,915,761Liabilities 2021: $149,083Net Assets 2021: $2,766,6782021Assets 2022: $2,791,741Liabilities 2022: $133,817Net Assets 2022: $2,657,9242022Assets 2023: $2,709,495Liabilities 2023: $136,792Net Assets 2023: $2,572,7032023Assets 2024: $2,599,304Liabilities 2024: $112,862Net Assets 2024: $2,486,4422024Assets 2025: $2,606,325Liabilities 2025: $84,169Net Assets 2025: $2,522,1562025

Highlighted filing

2025

Assets$2,606,325
Liabilities$84,169
Net Assets$2,522,156

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $393,7882011Expenses 2012: $410,8812012Expenses 2013: $426,0262013Revenue 2014: $339,015Expenses 2014: $426,523Net Income 2014: -$87,5082014Revenue 2015: $341,894Expenses 2015: $441,534Net Income 2015: -$99,6402015Revenue 2016: $349,084Expenses 2016: $447,668Net Income 2016: -$98,5842016Revenue 2017: $377,729Expenses 2017: $452,722Net Income 2017: -$74,9932017Revenue 2018: $403,289Expenses 2018: $468,733Net Income 2018: -$65,4442018Revenue 2019: $379,086Expenses 2019: $504,664Net Income 2019: -$125,5782019Revenue 2020: $380,144Expenses 2020: $480,639Net Income 2020: -$100,4952020Revenue 2021: $409,484Expenses 2021: $534,315Net Income 2021: -$124,8312021Revenue 2022: $401,056Expenses 2022: $509,810Net Income 2022: -$108,7542022Revenue 2023: $451,634Expenses 2023: $536,855Net Income 2023: -$85,2212023Revenue 2024: $460,606Expenses 2024: $546,867Net Income 2024: -$86,2612024Revenue 2025: $585,236Expenses 2025: $549,522Net Income 2025: $35,7142025

Highlighted filing

2025

Revenue$585,236
Expenses$549,522
Net Income$35,714

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.08$2.52$0.59$0.55$0.04
2024Summary only. Only limited summary data is available for this year.$2.60$0.11$2.49$0.46$0.55$0.09
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.14$2.57$0.45$0.54$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.13$2.66$0.40$0.51$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.15$2.77$0.41$0.53$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.09$2.89$0.38$0.48$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.13$2.99$0.38$0.50$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.11$3.12$0.40$0.47$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.10$3.18$0.38$0.45$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.07$3.26$0.35$0.45$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.43$0.08$3.36$0.34$0.44$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.53$0.07$3.46$0.34$0.43$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.09$3.54$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.06$3.64$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.06$3.73$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.0
Gross Receipts
$585,236
Mission and Program Overview

Mission

Provides housing to 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$2,389,012$2,278,440▼ $110,572
Cash and Non-Interest-Bearing Accounts$6,660$44,519▲ $37,859
Prepaid Expenses and Deferred Charges$32,299$29,295▼ $3,004
Accounts Receivable$11$485▲ $474
Total Assets$2,599,304$2,606,325▲ $7,021
Other Assets Total$171,322$253,586▲ $82,264
Liabilities
Mortgage Notes Payable Secured by Investment Property$37,470$37,470→ $0
Other Liabilities$25,667$27,305▲ $1,638
Accounts Payable and Accrued Expenses$49,411$18,768▼ $30,643
Deferred Revenue$314$626▲ $312
Total Liabilities$112,862$84,169▼ $28,693
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,427,800$4,427,800→ $0
Net Assets Without Donor Restrictions$-1,941,358$-1,905,644▲ $35,714
Total Net Assets Fund Balance$2,486,442$2,522,156▲ $35,714
Total Liabilities and Net Assets / Fund Balance$2,599,304$2,606,325▲ $7,021

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,961,150$2,079,614$4,040,764
Land$300,001-$300,001
Other Land Buildings$9,119$216,269$225,388
Equipment$8,170$6,471$14,641
Other Assets Org$253,586--
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
$579,972
Investment Income
$5,264
Other Revenue
$0
Change in Net Assets
$35,714

Audited Revenue Reconciliation

Revenue per Audited Statements
$585,236
Total Revenue per Audited Statements
$585,236
Total Revenue per Form 990
$585,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$408,808
Salaries, Compensation, and Employee Benefits$140,714
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$119,267--$119,267
Depreciation Depletion$114,787--$114,787
Occupancy$107,093--$107,093
Fees for Services Management-$72,414-$72,414
Office Expenses$12,731--$12,731
Fees for Services Accounting-$12,370-$12,370
Other Employee Benefits$11,379--$11,379
Payroll Taxes$10,068--$10,068
Other Expenses$10,602$6,950-$6,950
Insurance$2,412--$2,412
Advertising$1,765--$1,765
All Other Expenses$1,293--$1,293
Fees for Services Legal-$910-$910
Conferences and Meetings-$722-$722
Total Functional Expenses$456,156$93,366$0$549,522

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$549,522
Total Expenses per Audited Statements$549,522
Total Expenses per Form 990$549,522
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$27,305
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 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 david nisivoccia 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 volunteers of america national housing corporation 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 national services has the right to approve or appoint directors.

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 national services.

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 office of the managing agent: 1660 duke street alexandria, va 22314

Filing and Contact Details

Filer

Filer Name
Rochester Voa Elderly Housing Ii I
EIN
94-3421013
Phone
7033415000
Address
1660 DUKE STREET, ALEXANDRIA, VA 22314

Signing Officer

Name
Dejernette Beaty
Title
Asst. Treas/sec
Phone
7033415000
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dejernette Beaty
Formed
2002
Legal Domicile
Mn
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
Raw XML AppendixShowing 400 of 2,687 raw XML fields

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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