Northern Valley Realty (EIN 462272093) - 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

2012

Legal Domicile

Principal Officer

Ray Braun

Tax Period

2023-07-01 to 2024-06-30

Northern Valley Realty, founded in 2012, is a micro nonprofit in the Housing & Shelter sector that reported $100K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Net assets of $504K represent 61 months of operating reserves.

Mission

to provide housing opportunities to individuals with disabilities

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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 $22,182

Program Service Revenue $77,600

Investment Income $0

Other Revenue $0

TOTAL REVENUE $99,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,906

Other Expenses $97,906

TOTAL EXPENSES $97,906

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,782	$108,300	-0.1%
Expenses	$97,906	$92,669	+0.1%
Net Income	$1,876	$15,631	-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

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
Connie Kimble	Director	1.00	Director	$0	$0	$0
Wendy Rewalt	Director	1.00	Director	$0	$0	$0
Ray Braun	President	2.00	Officer Director	$0	$0	$0
April Roskelly	SecretaryTreasurer	2.00	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
2024	$306,555	$122,828	$688,592	$183,727
2024	$99,782	$97,906	$508,349	$1,876
2023	$108,300	$92,669	$502,897	$15,631
2022	$70,350	$78,590	$488,749	$-8,240
2021	$72,645	$78,932	$496,969	$-6,287
2020	$70,242	$94,541	$518,301	$-24,299
2019	$41,150	$56,236	$527,258	$-15,086
2018	$39,385	$42,924	$540,768	$-3,539

Northern Valley Realty