MON VALLEY INITIATIVE (EIN 251591350) - 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

1988

Legal Domicile

Principal Officer

LAURA ZINSKI

Phone

4124644000

Tax Period

2024-01-01 to 2024-12-31

MON VALLEY INITIATIVE, founded in 1988, is a community nonprofit in the Community Improvement sector that reported $5.0M in total revenue in fiscal year 2024. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $4.7M left a modest 6% surplus.

Mission

THE MON VALLEY INITIATIVE IS A GRASS-ROOTS, REGIONAL COMMUNITY DEVELOPMENT CORPORATION, ORGANIZED TO CARRY OUT ITS MISSION OF "MON VALLEY INITIATIVE STRENGTHENS THE MON VALLEY REGION BY RESPONSIBLY INVESTING IN OUR PEOPLE AND PLACES"

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,815,810

Program Service Revenue $2,266,456

Investment Income $405,224

Other Revenue $552,645

TOTAL REVENUE $5,040,135

Expense Breakdown

Grants Paid $465,124

Salaries & Benefits $1,579,794

Fundraising Expenses $8,387

Program Expenses $4,472,433

Other Expenses $2,698,905

TOTAL EXPENSES $4,743,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,040,135	$14,993,148	-0.7%
Expenses	$4,743,823	$5,660,108	-0.2%
Net Income	$296,312	$9,333,040	-1.0%

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

Volunteers

135

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

$218,127

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA ZINSKI	CEO	40.00	Officer	$125,000	$0	$125,000
APRIL HOOVER	CFO	40.00	Officer	$93,127	$0	$93,127
GODFREY BETHEA	BOARD MEMBER	1.00	Director	$0	$0	$0
BARATA BEY	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DALE BIZUB	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSEY COY	BOARD MEMBER	1.00	Director	$0	$0	$0
JEBEDIAH FELDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE FLAHERTY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MONET HAM	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY CAROL KENNEDY	TREASURER	2.00	Officer Director	$0	$0	$0
BARBARA LAFACE	BOARD MEMBER	1.00	Director	$0	$0	$0
TYLER REEDER	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD WALLACE	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY WARD	SECRETARY	2.00	Officer 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
2024	$5,040,135	$4,743,823	$22,832,294	$296,312
2023	$14,993,148	$5,660,108	$22,726,082	$9,333,040
2022	$6,041,263	$5,577,187	$14,466,741	$464,076
2021	$6,776,914	$5,935,490	$13,834,509	$841,424
2020	$6,065,542	$3,222,954	$12,722,267	$2,842,588

MON VALLEY INITIATIVE