VALLEY SENIOR SERVICE ALLIANCE (EIN 411915023) - 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

1998

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

VALLEY SENIOR SERVICE ALLIANCE, founded in 1998, is a mid-sized nonprofit in the Human Services sector that reported $38.9M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $35.0M left a modest 10% surplus.

Mission

THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

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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 $3,133,548

Program Service Revenue $34,275,848

Investment Income $621,154

Other Revenue $825,709

TOTAL REVENUE $38,856,259

Expense Breakdown

Grants Paid $46,583

Salaries & Benefits $16,500,199

Fundraising Expenses $0

Program Expenses $30,534,059

Other Expenses $18,494,201

TOTAL EXPENSES $35,040,983

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,856,259	$35,139,204	+0.1%
Expenses	$35,040,983	$32,543,555	+0.1%
Net Income	$3,815,276	$2,595,649	+0.5%

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

N/A

Employees

N/A

Volunteers

275

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

$1,590,593

Total Directors

$1,886,028

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN LINDH	BOARD CHAIR	1.00	Officer Director	$0	$26,250	$1,089,847
MARK MEYER	BRD SEC/TREAS	1.00	Officer Director	$0	$21,646	$500,746
JONATHAN FLETCHER	VP DEVELOPMENT	1.00		$0	$28,580	$408,664
MARK PEDERSON	BRD VICE CHAIR	1.00	Director	$0	$21,854	$295,435
WENDY KINGBAY	ADMINISTRATOR	40.00		$170,780	$27,454	$198,234
GAVIN MIDDLETON	CARE CENTER ADMIN	40.00		$115,847	$15,402	$131,249
VINCENT O GISACHO	RA	40.00		$114,571	$5,819	$120,390
FRANCIS ALDRICH V BUENSUCESO	RN	40.00		$113,624	$6,716	$120,340
NIEVES JOY JACAR	RN	40.00		$104,108	$12,717	$116,825

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	$38,856,259	$35,040,983	$88,602,087	$3,815,276
2023	$35,139,204	$32,543,555	$87,995,424	$2,595,649
2022	$30,805,714	$31,453,463	$87,783,978	$-647,749
2021	$35,168,419	$37,405,151	$92,212,429	$-2,236,732
2020	$33,031,697	$31,881,345	$98,355,581	$1,150,352
2019	$33,167,554	$30,161,693	$99,251,387	$3,005,861
2018	$31,480,627	$28,977,853	$98,458,043	$2,502,774

VALLEY SENIOR SERVICE ALLIANCE