UPPER VALLEY ECONOMIC COUNCIL (EIN 010529561) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile

Phone

2073657631

Tax Period

2019-01-01 to 2019-12-31

UPPER VALLEY ECONOMIC COUNCIL is a small nonprofit that reported $113K in total revenue in fiscal year 2019. The organization ran a surplus of $75K, a strong 66% operating margin.

Mission

The Upper Valley Economic Council (UVEC) is an organization of community and business leaders in Sherman and Stacyville. We are here to provide start-up, expansion and relocation assistance to the business community and to assist of the Municipalities of Stacyville & Sherman with funding resources for their Communities and Organizations.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $108,967

Program Service Revenue $3,544

Investment Income $42

Other Revenue $0

TOTAL REVENUE $112,553

Expense Breakdown

Grants Paid $3,181

Salaries & Benefits $11,092

Fundraising Expenses $0

Program Expenses $31,847

Other Expenses $23,575

TOTAL EXPENSES $37,848

Year-over-Year Comparison

	2019	2018	Change
Revenue	$112,553	N/A	N/A
Expenses	$37,848	N/A	N/A
Net Income	$74,705	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN DELANO	Director	0.00	Director	$0	$0	$0
LOIS EASH	Director	0.00	Director	$0	$0	$0
HAROLD LANE	Director	0.00	Director	$0	$0	$0
PETER QUALEY	Chairman	0.00	Director	$0	$0	$0
JOHN QUALEY	Treasurer	0.00	Director	$0	$0	$0
ALVIN THERIAULT	Secretary	0.00	Director	$0	$0	$0
JEFF PACKARD	Director	24.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$112,553	$37,848	$515,708	$74,705

UPPER VALLEY ECONOMIC COUNCIL