Kings Valley Community Trust (EIN 461416313) - 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

2013

Legal Domicile

Principal Officer

KEVIN COLLINS

Phone

5419292353

Tax Period

2023-07-01 to 2024-06-30

Kings Valley Community Trust, founded in 2013, is a small nonprofit in the Community Improvement sector that reported $109K in total revenue in fiscal year 2023. Revenue fell 80% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $60K, a strong 55% operating margin.

Mission

to hold and care for community assets

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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 $7,000

Program Service Revenue $83,096

Investment Income $3,391

Other Revenue $15,332

TOTAL REVENUE $108,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,437

Other Expenses $49,171

TOTAL EXPENSES $49,171

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,819	$550,641	-0.8%
Expenses	$49,171	$46,738	+0.1%
Net Income	$59,648	$503,903	-0.9%

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

N/A

Independent Members

N/A

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
KEVIN COLLINS	President	N/A	Officer Director	$0	$0	$0
JEFF HAUCK	Treasurer	N/A	Officer Director	$0	$0	$0
LINDA SAMUELS	SecretaryCoTreasurer	N/A	Officer Director	$0	$0	$0
JACKIE HUGHES	Board member	N/A	Director	$0	$0	$0
JANE TAPPEN	Board member	N/A	Director	$0	$0	$0
JOE FULTON	Board member	N/A	Director	$0	$0	$0
SHERRY DEMORY	Board member	N/A	Director	$0	$0	$0
ELAINE DAGGETT	Board member	N/A	Director	$0	$0	$0
JOHN MADSEN	Board member	N/A	Director	$0	$0	$0
DOUG BRENNER	Board member	N/A	Director	$0	$0	$0
MARY FULTON	Secretary	N/A	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
2025	No data	No data	No data	No data
2024	$108,819	$49,171	$1,261,325	$59,648
2023	$550,641	$46,738	$1,325,754	$503,903
2022	$95,079	$56,543	$1,054,023	$38,536
2021	$167,132	$48,395	$1,084,571	$118,737

Kings Valley Community Trust