SILICON VALLEY TAX DIRECTORS GROUP

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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

ROBERT JOHNSON

Phone

8312390620

Tax Period

2023-01-01 to 2023-12-31

SILICON VALLEY TAX DIRECTORS GROUP, founded in 2007, is a community nonprofit in the Community Improvement sector that reported $2.2M in total revenue in fiscal year 2023. Expenses of $1.9M left a modest 13% surplus.

Mission

OUR PURPOSE IS TO STRIVE FOR THE IMPLEMENTATION OF LONG-TERM TAX POLICIES THAT WILL ALLOW THE U.S. TECHNOLOGY INDUSTRY TO CONTINUE TO BE INNOVATIVE AND COMPETITIVE IN THE GLOBAL MARKETPLACE

Program Service Accomplishments

Program 1

Expenses: $1,804,950 Revenue: $565,900

FACILITATE DIALOGUE BETWEEN ITS MEMBERS ON ISSUES THAT ARE OF INTEREST TO THE MEMBERS SUCH AS TAX, ACCOUNTING,TRADE AND CUSTOMS

Program 2

Expenses: $25,288

EDUCATE FEDERAL, STATE AND LOCAL OFFICIALS,THEIR STAFF MEMBERS AND OTHER INDUSTRY GROUPS ON THE BUSINESS ISSUES THAT THE TECHNOLOGY INDUSTRY ENCOUNTERS

Program 3

Expenses: $13,617

BRING INTERNATIONAL TAX POLICY AND MANAGEMENT ISSUES TO THE FOREFRONT OF CORPORATE TAX LEADERS AND TAX PROFESSIONALS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,591,750

Program Service Revenue $565,900

Investment Income $4

Other Revenue $0

TOTAL REVENUE $2,157,654

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,843,855

Other Expenses $1,844,216

TOTAL EXPENSES $1,879,216

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,157,654	$2,009,409	+0.1%
Expenses	$1,879,216	$1,941,855	0.0%
Net Income	$278,438	$67,554	+3.1%

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

118

Independent Members

118

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
ROBERT JOHNSON	CO-CHAIRPERS	1.00	Director	$0	$0	$0
GRACE CHU	CO-CHAIRPERS	1.00	Director	$0	$0	$0
STEPHEN BONOVICH	CO-CHAIRPERS	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	No data	No data	No data	No data
2023	$2,157,654	$1,879,216	$380,578	$278,438
2022	$2,009,409	$1,941,855	$102,140	$67,554
2021	$1,661,307	$1,756,243	$34,586	$-94,936
2020	$1,738,341	$1,720,253	$129,522	$18,088
2019	$1,132,367	$1,307,518	$111,434	$-175,151
2018	$1,776,749	$1,508,993	$286,585	$267,756