SUGAR VALLEY CONCERNED CITIZENSINC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

CARLA MCELWAIN

Phone

5707257822

Tax Period

2021-01-01 to 2021-12-31

SUGAR VALLEY CONCERNED CITIZENSINC, founded in 1996, is a small nonprofit in the Education sector that reported $267K in total revenue in fiscal year 2021. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $1.7M exceeded revenue, resulting in a 551% operating deficit.

Mission

SUPPORT SUGAR VALLEY COMMUNITY AND THE SUGAR VALLEY RURAL CHARTER SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $1,736,251 Revenue: $256,104

THE ORGANIZATION'S EXEMPT PURPOSE IS FOR EDUCATIONAL PURPOSES, TO INCREASE PUBLIC AWARENESS OF PROGRAMS AND LEARNING OPPORTUNITIES WHICH AFFECT EDUCATION IN THE SUGAR VALLEY AREA, PARTICULARLY THOSE ISSUES WHICH AFFECT CHILDREN, AND TO EXPAND THE EDUCATIONAL KNOWLEDGE OF ADULT RESIDENTS; LEADING TO A BETTER COMMUNITY LIFE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $256,104

Investment Income $10,252

Other Revenue $514

TOTAL REVENUE $266,870

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,736,251

Other Expenses $1,737,330

TOTAL EXPENSES $1,737,330

Year-over-Year Comparison

	2021	2020	Change
Revenue	$266,870	$473,179	-0.4%
Expenses	$1,737,330	$141,096	+11.3%
Net Income	$-1,470,460	$332,083	-5.4%

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

Employees

N/A

Volunteers

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
RYAN BEIRLY	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL HOMAN	TRUSTEE	2.00	Director	$0	$0	$0
YVONNE WEAVER	TRUSTEE	2.00	Director	$0	$0	$0
CARLA MCELWAIN	CHAIRPERSON	2.00	Officer	$0	$0	$0
TERESA MILLER	SECRETARY	2.00	Officer	$0	$0	$0
MALA MOORE	TREASURER	2.00	Officer	$0	$0	$0
TAMMY SHADY	VICE PRES	2.00	Officer	$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
2021	$266,870	$1,737,330	$2,786,861	$-1,470,460
2020	$473,179	$141,096	$4,257,321	$332,083
2019	$473,356	$158,922	$4,299,365	$314,434
2018	$454,010	$173,846	$4,426,464	$280,164