BLUE VALLEY INC (EIN 391809155) - 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

1997

Legal Domicile

Principal Officer

Alan Rock

Phone

7153946617

Tax Period

2024-04-01 to 2025-03-31

BLUE VALLEY INC, founded in 1997, is a micro nonprofit that reported $63K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $183K represent 35 months of operating reserves.

Mission

Subsidized housing for low income persons with chronic mental illness

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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 $36,706

Program Service Revenue $26,324

Investment Income $95

Other Revenue $0

TOTAL REVENUE $63,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,991

Fundraising Expenses $0

Program Expenses $59,121

Other Expenses $52,477

TOTAL EXPENSES $67,468

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,125	$56,867	+0.1%
Expenses	$67,468	$58,262	+0.2%
Net Income	$-4,343	$-1,395	+2.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Welch	President	1	Officer Director	$0	$0	$0
Dale Johnson	Vice President	1	Officer Director	$0	$0	$0
Sue Blank	Secretary/Treasurer	1	Officer Director	$0	$0	$0
Jeffrey Urbaniak	Board Director	1	Director	$0	$0	$0
Tracy Allen	Board Director	1	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
2025	$63,125	$67,468	$200,955	$-4,343
2024	No data	No data	No data	No data
2023	$56,538	$84,543	$219,298	$-28,005
2022	$57,356	$61,602	$224,305	$-4,246
2021	$58,582	$65,166	$231,155	$-6,584
2020	$56,866	$55,601	$233,829	$1,265
2019	$54,215	$66,353	$233,782	$-12,138

BLUE VALLEY INC