SEQUOIAS-PORTOLA VALLEY RESIDENT ASSOCIATION (EIN 465397999) - 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

2014

Legal Domicile

Principal Officer

VIRGINIA NILE

Phone

6508511501

Tax Period

2022-07-01 to 2023-06-30

SEQUOIAS-PORTOLA VALLEY RESIDENT ASSOCIATION, founded in 2014, is a micro nonprofit in the Housing & Shelter sector that reported $23K in total revenue in fiscal year 2022. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $45K exceeded revenue, resulting in a 97% operating deficit.

Mission

TO CONDUCT ITS ACTIVITIES AS A SOCIAL AND RECREATIONAL RESIDENT ASSOCIATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $16,947

Program Service Revenue $5,715

Investment Income $0

Other Revenue $0

TOTAL REVENUE $22,662

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,699

Other Expenses $42,699

TOTAL EXPENSES $44,699

Year-over-Year Comparison

	2022	2021	Change
Revenue	$22,662	$45,892	-0.5%
Expenses	$44,699	$33,041	+0.4%
Net Income	$-22,037	$12,851	-2.7%

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

175

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
PATRICIA SKILLMAN	PRESIDENT	20.00	Officer Director	$0	$0	$0
HUGH FOSTER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
PETER PALM	TREASURER	15.00	Officer Director	$0	$0	$0
BETTY BUCK	CO-SECRETARY	10.00	Officer Director	$0	$0	$0
SALLY HART	CO-SECRETARY	10.00	Officer Director	$0	$0	$0
CYNTHIA BOHMER	DIRECTOR	10.00	Director	$0	$0	$0
LINDA CLEVER	DIRECTOR	10.00	Director	$0	$0	$0
GARY CONWAY	DIRECTOR	10.00	Director	$0	$0	$0
SUE CRANE	DIRECTOR	10.00	Director	$0	$0	$0
LEE ELSNER	DIRECTOR	10.00	Director	$0	$0	$0
RON RIDER	DIRECTOR	10.00	Director	$0	$0	$0
RUSSELL SUNSHINE	DIRECTOR	10.00	Director	$0	$0	$0
MARY SWEENEY	DIRECTOR	10.00	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	$22,662	$44,699	$132,829	$-22,037
2022	$45,892	$33,041	$138,940	$12,851
2021	$13,740	$22,243	$122,427	$-8,503
2020	$49,126	$39,051	$131,480	$10,075
2019	$35,544	$49,037	$131,651	$-13,493
2018	$81,180	$58,887	$135,111	$22,293

SEQUOIAS-PORTOLA VALLEY RESIDENT ASSOCIATION