Alexander Valley Association (EIN 237315623) - Form 990 Financial Analysis & Trantor Score

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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

1973

Legal Domicile

Principal Officer

SARAH HAFNER

Phone

7075293655

Tax Period

2020-07-01 to 2021-06-30

Alexander Valley Association, founded in 1973, is a small nonprofit that reported $669K in total revenue in fiscal year 2020. The organization ran a surplus of $662K, a strong 99% operating margin.

Mission

Our mission is to preserve for posterity the natural, rural, and agricultural values of the hills, plains and river which so richly endow the Alexnader Valley.

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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 (2020)

Revenue Breakdown

Contributions & Grants $7,847

Program Service Revenue $0

Investment Income $660,802

Other Revenue $0

TOTAL REVENUE $668,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,601

Other Expenses $6,954

TOTAL EXPENSES $6,954

Year-over-Year Comparison

	2020	2019	Change
Revenue	$668,649	N/A	N/A
Expenses	$6,954	N/A	N/A
Net Income	$661,695	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

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
GREG ALEXANDER	Director	1.00	Director	$0	$0	$0
SCOTT BAUER	Director	1.00	Director	$0	$0	$0
RENE CHOUTEAU	Director	1.00	Director	$0	$0	$0
ANNA DARDEN	Director	1.00	Director	$0	$0	$0
TONY LUCI	Director	1.00	Director	$0	$0	$0
CLAY GREEN	Secretary	1.00	Officer	$0	$0	$0
SARAH HAFNER	President	1.00	Officer	$0	$0	$0
DENNY MURPHY	Treasurer	1.00	Officer	$0	$0	$0
KARIN WARNELIUS-MILLER	Vice President	1.00	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	$668,649	$6,954	$754,545	$661,695

Alexander Valley Association