SAN LUIS VALLEY COMMUNITY ACTION AGENCY (EIN 264032846) - 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

2009

Legal Domicile

Phone

7195896099

Tax Period

2021-01-01 to 2021-12-31

SAN LUIS VALLEY COMMUNITY ACTION AGENCY, founded in 2009, is a small nonprofit that reported $267K in total revenue in fiscal year 2021. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

TO ASSIST THE LOW INCOME AND POVERTY POPULATION OF THE SAN LUIS VALLEY TO BECOME SELF-SUFFICIENT, OBTAIN MEDICAL CARE IN AN EFFORT TO MAINTAIN GOOD HEALTH, PROVIDE NUTRITION, INCREASED EDUCATION AND EMPLOYMENT ASSISTANCE, ASSIST WITH SAFE AND REASONABLE HOUSING, LINK THEM TO PROGRAMS, AND HELP THEM LEARN TO MANAGE THEIR INCOME THROUGH PARTNERSHIPS WITH NON-PROFIT AND LOCAL GOVERNMENT AGENCIES WHO PROVIDE DIRECT ASSISTANCE.

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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 $225,450

Program Service Revenue $0

Investment Income $0

Other Revenue $42,003

TOTAL REVENUE $267,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,220

Fundraising Expenses $0

Program Expenses $267,453

Other Expenses $227,233

TOTAL EXPENSES $267,453

Year-over-Year Comparison

	2021	2020	Change
Revenue	$267,453	$222,660	+0.2%
Expenses	$267,453	$222,660	+0.2%
Net Income	$0	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

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
CAROL RIGGENBACH	Director	1.00	Director	$0	$0	$0
CATHERINE SALAZAR	Director	1.00	Director	$0	$0	$0
EVAN SAMORA	Director	0.00	Director	$0	$0	$0
JESSICA SIERRA	Director	0.50	Director	$0	$0	$0
JODY KERN	SECRETARY/TREAS	2.00	Officer Director	$0	$0	$0
LORI LASKE	Director	1.00	Director	$0	$0	$0
TRESSESA MARTINEZ	Director	0.00	Director	$0	$0	$0
WENDI MAEZ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
NICHOLAS BARELA	Chairman	2.00	Officer Director	$0	$0	$0
PAM JONES	Director	0.50	Director	$0	$0	$0
ROBERT ESPINOZA	Director	0.00	Director	$0	$0	$0
TARA BAY	Director	0.50	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
2021	$267,453	$267,453	$48,015	No data
2020	$222,660	$222,660	$50,310	No data

SAN LUIS VALLEY COMMUNITY ACTION AGENCY