Valley Village Retirement Community

Nonprofit profile at a glance

EIN
941521884
IRS 990 coverage
2013–2025
Official website data refreshed
Sep 2026
Forms available
Form 990 2025
Location
Santa Clara, CA, United States
Phone
408-241-7750
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Affiliation
Christianity

Official website

Reported finances

Revenue
$7,061,928
Expenses
$7,211,432
Assets
$11,190,442
Liabilities
$6,421,426

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • BEVERLY B JACKSICH (President)
  • KATHRYN MCCLELLAND (Vice President)

Highest reported compensation

  • LIZ AYALA (ADMINISTRATOR): $181,523 total reported compensation
  • ZENAIDA REYES FLORENDO: $142,178 total reported compensation
  • DZAUDET REDZOVIC: $140,048 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Valley Village encourages seniors to live at their highest level of independence and personal dignity by providing modestly priced and well-established housing with a variety of services. For added convenience, van transportation is offered within a 10-mile radius Monday – Friday. This service is provided at no additional cost based on available appointments. Resident Services This includes emergency response to apartments and grounds and routine services in the Resident Services Center. Routine “walk-in” services include blood pressure screening, weight measurement, and first aid. The Resident Services Center has staff available 24 hours a day certified in first aid, CPR, and the Heimlich maneuver. This service is provided at no additional cost.

What it reported doing in 2025

Provide quality living for senior citizens. Provide meals, health services, housekeeping services, and limited transportation services. Approximately 350 residents in 300 units in santa clara, California.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and most voting board members are independent. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 66
  • Accountability: 100
  • Sustainability: 29
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 99.4%; rating input score 99
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -2.1%; rating input score 20; 20th percentile among comparable filings
  • Total-asset coverage ratio: 1.55; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0.57; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 9.9%; rating input score 33; 33rd percentile among comparable filings

Growth

  • Program expense growth: 5% per year; rating input score 100; 36th percentile among comparable filings
  • Revenue growth: 4.5% per year; rating input score 100; 33rd percentile among comparable filings
  • Asset growth: 5.8% per year; rating input score 100; 37th percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 100% of revenue deployed · 99.4% of spending went to programs
  • Governance: 13 of 13 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $7.2M in reported program spending
  • Leadership: top reported pay $182K · 18 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $120K reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 4 filed schedules · includes executive pay
  • Filing history: 13 filing years from 2013 to 2025
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 20/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.
  • Moderate — Sustainability: Officer compensation ratio scored 33/100.