Paradise Valley Estates

Legal name: Northern California Retired Officers Community Inc

Nonprofit profile at a glance

EIN
680317185
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Fairfield, CA, US
Phone
707-314-3137
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Supportive Housing for Older Adults

Official website

Reported finances

Revenue
$47,947,844
Expenses
$53,592,872
Assets
$223,672,895
Liabilities
$205,191,846

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • KEVIN BURKE (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • KEVIN BURKE (CHIEF EXECUTIVE OFFICER): $395,259 total reported compensation
  • SHANNON DODDS (VP OF OPERATIONS): $290,074 total reported compensation
  • PATRICIA LUCCIONI (SALES & MARKETING DIRECTOR): $252,125 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Rooted in a legacy of service but also open to residents from many backgrounds, PVE offers a welcoming way of life shaped by friendship, purpose, wellness, and choice, with dining, lifelong learning, fitness, volunteering, and wine country outings close to home.

What it reported doing in 2024

Health services: at pve, we offer both short-term and long-term support for individuals needing assistance with activities of daily living. Whether recovering from surgery or requiring ongoing skilled nursing care, residents receive the attention and services they need in a compassionate, supportive environment.continued in schedule opve also provides specialized support for individuals living with memory impairments, offering a safe and engaging setting designed to enhance their quality of life. For those in independent living, our on-site clinic team is available to support health and wellness needs, while residents wishing to age in place can take advantage of pve at home: our in-home care service tailored for comfort and continuity.understanding that well-being extends beyond medical care, pve is committed to supporting the eight dimensions of wellness: emotional, physical, social, spiritual, intellectual, environmental, financial, and occupational. Our dedicated wellness team works to personalize services whenever possible to meet the unique needs of each resident.additionally, pve partners with a trusted therapy provider to deliver occupational, physical, and speech therapy services within our skilled nursing setting. For added convenience, we also offer transportation to and from medical appointments, ensuring residents receive seamless care both on and off campus.

Operating model

Revenue model
Earned-program. 96% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 99% 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 the filed numbers largely add up. Expenses are high relative to revenue and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 83
  • Accountability: 100
  • Sustainability: 37
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.9%; rating input score 88
  • Program expense ratio: 79.3%; rating input score 79
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • 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: -11.8%; rating input score 9; 9th percentile among comparable filings
  • Total-asset coverage ratio: 4.17; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: 0.92; rating input score 9; 9th percentile among comparable filings
  • Officer compensation ratio: 3.6%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 6% per year; rating input score 100; 49th percentile among comparable filings
  • Revenue growth: 4.3% per year; rating input score 100; 37th percentile among comparable filings
  • Asset growth: 6.8% per year; rating input score 100; 47th percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 87.9% of revenue deployed · 79.3% of spending went to programs
  • Governance: 14 of 14 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $42.5M in reported program spending
  • Leadership: top reported pay $395K · 21 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $4.9M reported
  • Consistency: 37 of 37 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 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.

Key Signals

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

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Sustainability: Operating margin scored 9/100.
  • High — Sustainability: Liabilities to assets ratio scored 9/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.