CHARITABLE FRIENDS OF ASHLEY VALLEY (EIN 455283024) - 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

2011

Legal Domicile

Principal Officer

JOEL V BROWN

Phone

4357891352

Tax Period

2023-01-01 to 2023-12-31

CHARITABLE FRIENDS OF ASHLEY VALLEY, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $276K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $261K left a modest 5% surplus.

Mission

CHARITABLE GIFTS-COMMUNITY PROGRAMS. SUPPORTING SEVERAL SMALL LOCAL CHARITABLE CAUSES.

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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 $261,683

Program Service Revenue $13,874

Investment Income $38

Other Revenue $0

TOTAL REVENUE $275,595

Expense Breakdown

Grants Paid $75,261

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $261,056

Other Expenses $185,795

TOTAL EXPENSES $261,056

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,595	$249,946	+0.1%
Expenses	$261,056	$250,133	+0.0%
Net Income	$14,539	$-187	-78.7%

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

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
DARLENE BURNS	CHAIRWOMEN	1.00	Director	$0	$0	$0
JOEL V BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
QUINN BENNION	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL HARRINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD MAHONEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE SPAFFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
MARILYN WALLIS	Secretary	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
2023	$275,595	$261,056	$240,949	$14,539
2022	$249,946	$250,133	$226,410	$-187
2021	$339,962	$261,032	$226,597	$78,930

CHARITABLE FRIENDS OF ASHLEY VALLEY