NORTHERN VALLEY HOME (EIN 450308763) - 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

1969

Legal Domicile

Principal Officer

CHARLIE WELLMAN

Phone

2188433641

Tax Period

2023-01-01 to 2023-12-31

NORTHERN VALLEY HOME, founded in 1969, is a small nonprofit in the Housing & Shelter sector that reported $172K in total revenue in fiscal year 2023. The organization ran a surplus of $31K, a strong 18% operating margin.

Mission

PROVIDE LOW INCOME HOUSING FOR ELDERLY AND OTHERS IN CAVALIER

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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 $0

Program Service Revenue $170,431

Investment Income $1,914

Other Revenue $0

TOTAL REVENUE $172,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,656

Fundraising Expenses $0

Program Expenses $131,092

Other Expenses $109,611

TOTAL EXPENSES $141,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$172,345	$159,597	+0.1%
Expenses	$141,267	$157,738	-0.1%
Net Income	$31,078	$1,859	+15.7%

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

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

$4,266

Total Directors

$8,266

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY HANSON	PRESIDENT	1.00	Officer Director	$700	$0	$700
GARRY FREIDT	VICE PRESIDENT	1.00	Officer Director	$700	$0	$700
CHARLIE WELLMAN	SEC/TREAS	8.00	Officer Director	$2,866	$0	$2,866
ROBERT FLEMING	DIRECTOR	1.00	Director	$700	$0	$700
MATT FORD	DIRECTOR	1.00	Director	$700	$0	$700
JOLENE LUCIER	DIRECTOR	1.00	Director	$600	$0	$600
MEL STARK	DIRECTOR	1.00	Director	$700	$0	$700
JAY PETERSON	DIRECTOR	1.00	Director	$700	$0	$700
ROBEN TROSEN	DIRECTOR	1.00	Director	$600	$0	$600

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	$172,345	$141,267	$729,362	$31,078
2022	$159,597	$157,738	$701,318	$1,859
2021	$194,825	$143,890	$698,416	$50,935
2020	$157,077	$151,360	$635,354	$5,717
2019	$145,632	$138,040	$640,112	$7,592
2018	$130,249	$144,998	$623,549	$-14,749

NORTHERN VALLEY HOME