DOWN SYNDROME ASSOCIATION OF THE VALLEY (EIN 260574548) - 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

2007

Legal Domicile

Principal Officer

JOSHUA J ZARLENGA

Phone

3307263728

Tax Period

2024-01-01 to 2024-12-31

DOWN SYNDROME ASSOCIATION OF THE VALLEY, founded in 2007, is a small nonprofit in the Diseases & Disorders sector that reported $335K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $144K, a strong 43% operating margin.

Mission

TO PROVIDE SUPPORT, RESOURCES, ADVOCACY, EDUCATION AND OPPORTUNITY FOR THOSE WITH DOWN SYNDROME AND THEIR FAMILIES. THE ASSOCIATION ALSO REPRESENTS THE NEEDS OF PEOPLE WITH DOWN SYNDROME AND THEIR FAMILIES TO IMPROVE QUALITY OF LIFE, PRESERVE RIGHTS AND ADVANCE THE INTEREST OF PEOPLE WITH DOWN SYNDROME THEREBY ENHANCING THEIR STATUS AS CITIZENS AND ENABLING MAXIMUM INDEPENDENCE AND PARTICIPATION IN THE COMMUNITY.

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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 $113,307

Program Service Revenue $133,387

Investment Income $46,722

Other Revenue $41,777

TOTAL REVENUE $335,193

Expense Breakdown

Grants Paid $14,021

Salaries & Benefits $55,439

Fundraising Expenses $0

Program Expenses $185,794

Other Expenses $122,187

TOTAL EXPENSES $191,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$335,193	$434,264	-0.2%
Expenses	$191,647	$180,550	+0.1%
Net Income	$143,546	$253,714	-0.4%

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

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
MICHELE JONES	PRESIDENT	20.00	Officer Director	$0	$0	$0
KEN JONES	SECRETARY	5.00	Officer Director	$0	$0	$0
JOSHUA ZARLENGA	TREASURER	1.00	Officer Director	$0	$0	$0
AMY DESANTIS	TRUSTEE	1.00	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
2024	$335,193	$191,647	$1,116,814	$143,546
2023	$434,264	$180,550	$977,425	$253,714
2022	$218,079	$287,545	$707,011	$-69,466
2021	$229,132	$113,260	$805,090	$115,872
2020	$137,184	$85,655	$678,629	$51,529
2019	$234,145	$141,101	$603,503	$93,044
2018	$144,904	$119,188	$486,143	$25,716

DOWN SYNDROME ASSOCIATION OF THE VALLEY