SILVER VALLEY TORTOISE REFUGE C/O LARRY JOSEPH (EIN 273305897) - 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

2010

Legal Domicile

Principal Officer

LARRY JOSEPH

Phone

8054456453

Tax Period

2022-04-01 to 2023-03-31

SILVER VALLEY TORTOISE REFUGE C/O LARRY JOSEPH, founded in 2010, is a micro nonprofit that reported $25 in total revenue in fiscal year 2022. Expenses of $144K exceeded revenue, resulting in a 577040% operating deficit.

Mission

PRESERVATION OF HABITAT FOR ENDANGERED CALIFORNIA DESERT TORTOISE IN CALIFORNIA. ORGANIZATION WAS UNSUCCESSFUL IN RAISING FUNDS NEEDED TO CONTINUE OPERATIONS. SVTR LIQUIDATED IN FISCAL YEAR MARCH 31, 2023 AND DISTRIBUTED ITS FUNDS TO SIX 501(C)(3) PUBLIC CHARITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $25

Other Revenue $0

TOTAL REVENUE $25

Expense Breakdown

Grants Paid $138,000

Salaries & Benefits $2,300

Fundraising Expenses $0

Program Expenses $138,000

Other Expenses $3,985

TOTAL EXPENSES $144,285

Year-over-Year Comparison

	2022	2021	Change
Revenue	$25	$-1,731,698	-1.0%
Expenses	$144,285	$42	+3434.4%
Net Income	$-144,260	$-1,731,740	-0.9%

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

$1,725

Total Directors

$2,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNE BUSH	DIRECTOR, SECRETARY	0.10	Officer Director	$575	$0	$575
DOUG ERICKSON	DIRECTOR, EXEC VICE PRESID	0.10	Director	$575	$0	$575
THOMAS MCGILL JD PHD	DIRECTOR, CEO	0.10	Officer Director	$575	$0	$575
LARRY JOSEPH	DIRECTOR, TREASURER	0.60	Officer Director	$575	$0	$575

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
2023	$25	$144,285	No data	$-144,260
2022	$-1,731,698	$42	$144,260	$-1,731,740
2021	No data	No data	$1,876,000	No data
2020	$30	$30	$1,876,000	No data
2019	$30	$30	$1,876,000	No data
2018	No data	No data	$1,876,000	No data

SILVER VALLEY TORTOISE REFUGE C/O LARRY JOSEPH