TRI-VALLEY NONPROFIT ALLIANCE (EIN 474672151) - 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

2015

Legal Domicile

Principal Officer

KATHERINE YOUNG

Phone

9256997323

Tax Period

2023-01-01 to 2023-12-31

TRI-VALLEY NONPROFIT ALLIANCE, founded in 2015, is a small nonprofit in the Education sector that reported $916K in total revenue in fiscal year 2023. Revenue surged 91% from the prior year, signaling strong growth momentum.

Mission

PROVIDING ADVOCACY, COLLABORATION, AND EDUCATION TO STRENGTHEN THE NONPROFIT ORGANIZATIONS ENRICHING OUR COMMUNITIES.

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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 $901,031

Program Service Revenue $0

Investment Income $0

Other Revenue $15,041

TOTAL REVENUE $916,072

Expense Breakdown

Grants Paid $232,202

Salaries & Benefits $313,044

Fundraising Expenses $39,136

Program Expenses $752,360

Other Expenses $346,437

TOTAL EXPENSES $891,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$916,072	$479,746	+0.9%
Expenses	$891,683	$383,789	+1.3%
Net Income	$24,389	$95,957	-0.7%

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

Volunteers

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

$107,145

Total Directors

$107,145

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE YOUNG	President & CEO	30.00	Officer Director	$107,145	$0	$107,145
MARTI SUTTON	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
CHRISTINE DILLMAN	Treasurer	4.00	Officer Director	$0	$0	$0
VALERIE JONAS	Secretary	4.00	Officer Director	$0	$0	$0
JAMIE DUCKWORTH	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDREW GELB	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY GRACE GOMILLA	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN HAYES	BOARD MEMBER	2.00	Director	$0	$0	$0
BARBARA HEILMANN	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT NUDDLEMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES PAXSON	BOARD MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$916,072	$891,683	$501,266	$24,389
2022	$479,746	$383,789	$237,239	$95,957
2021	$216,357	$150,070	$141,124	$66,287

TRI-VALLEY NONPROFIT ALLIANCE