Valley Lodge

Nonprofit profile at a glance

EIN
952138527
IRS 990-EZ coverage
2019–2025
Forms available
Form 990-EZ 2025, Form 990-N 2024
Location
Sherman Oaks, CA, USA
Rating
85
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$76,446
Expenses
$61,631
Assets
$370,783
Liabilities
$9,993

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

Leadership & pay

9 people listed

Executive titles in this filing

  • CARY NADLER (PRESIDENT)
  • MEEGAN KING (VICE PRESIDENT)

People named in this filing

  • CARY NADLER (PRESIDENT)
  • MEEGAN KING (VICE PRESIDENT)
  • JIM YAEGER (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

The organizations primary exempt purpose is to provide a sober living home for men recovered or recovering from alcoholoism.

What it reported doing in 2025

Valley lodge has accomplished the goal of providing sober living home for men recovered or recovering from alchoholism.

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 the filed numbers largely add up. Liabilities are high compared with assets and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 82
  • Sustainability: 68
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.4%; rating input score 79
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 19.4%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 6.02; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 5.3% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: 1.8% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 7.5% per year; rating input score 100; 64th percentile among comparable filings

Details

  • Where the money goes: 79.4% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $62K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2019 to 2025
  • Contacts: How to reach this organization
  • 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.

  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.