Carson Valley Health Foundation (EIN 364649725) - 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

2008

Legal Domicile

Principal Officer

Courtney Moore

Phone

7757821512

Tax Period

2023-01-01 to 2023-12-31

Carson Valley Health Foundation, founded in 2008, is a small nonprofit in the Health Care sector that reported $127K in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $109K, a strong 86% operating margin.

Mission

To foster, support, and initiate the improvement and development of the health care objectives of Washoe Barton Medical Clinic, Inc. (dba Carson Valley Health) and any of its affiliated facilities.

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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 $120,364

Program Service Revenue $0

Investment Income $8,043

Other Revenue $-1,302

TOTAL REVENUE $127,105

Expense Breakdown

Grants Paid $16,443

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,443

Other Expenses $1,764

TOTAL EXPENSES $18,207

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,105	$89,744	+0.4%
Expenses	$18,207	$4,732	+2.8%
Net Income	$108,898	$85,012	+0.3%

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

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

$142,671

Total Directors

$660,897

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brandy Thomson	Chair	1.00	Officer Director	$0	$0	$0
Renea Louie	Vice Chair	1.00	Officer Director	$0	$0	$0
Kyle Boelens Secretary	Treasurer (as of Mar)	1.00	Officer Director	$0	$22,182	$142,671
Jeff Prater	Trustee	1.00	Director	$0	$43,529	$518,226
Renea Louie	Trustee	1.00	Director	$0	$0	$0
Scott Morgan	Trustee	1.00	Director	$0	$0	$0
Josh Nelson	Trustee	1.00	Director	$0	$0	$0
Lindsay Knox	Trustee	1.00	Director	$0	$0	$0
Drew Aguilar - Secretary	Treasurer (Jan)	1.00	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	No data	No data	No data	No data
2023	$127,105	$18,207	$559,120	$108,898
2022	$89,744	$4,732	$450,222	$85,012
2021	$205,789	$33,397	$365,210	$172,392

Carson Valley Health Foundation