FRIENDS OF TRI-VALLEY FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

BILL FISCUS

Phone

6204317401

Tax Period

2024-07-01 to 2025-06-30

FRIENDS OF TRI-VALLEY FOUNDATION, founded in 1990, is a micro nonprofit that reported $22K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 61% operating margin.

Mission

ASSIST THE PARENT ORGANIZATION IN ALL OF ITS ACTIVITIES INCLUDING RAISING FUNDS TO SUPPORT ACTIVITIES AND PROJECTS NOT FUNDED BY TRADITIONAL SOURCES OF REVENUE.

Program Service Accomplishments

Program 1

AS DESCRIBED IN THE ORGANIZATION'S MISSION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $120,701

Program Service Revenue $0

Investment Income $38

Other Revenue $-98,510

TOTAL REVENUE $22,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,707

TOTAL EXPENSES $8,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,229	$61,761	-0.6%
Expenses	$8,707	$8,354	+0.0%
Net Income	$13,522	$53,407	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$159,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY BRIGHAM	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MIKE HOFER	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
VIC ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
SANDI EGGERS	SECRETARY	1.00	Officer Director	$0	$0	$0
LYNETTE EMMERSON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SEWELL	DIRECTOR	1.00	Director	$0	$0	$0
PHIL NEWKIRK	DIRECTOR	1.00	Director	$0	$0	$0
JOEL NORRIS	DIRECTOR	1.00	Director	$0	$0	$0
LARRY COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOEL PORTER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE REID	DIRECTOR	1.00	Director	$0	$0	$0
BILL FISCUS	EXECUTIVE DI	9.00	Officer	$0	$0	$105,839
MICHELLE REDDICK	FINANCE DIRE	9.00	Officer	$0	$0	$53,162

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	$22,229	$8,707	$1,828,450	$13,522
2024	$61,761	$8,354	$1,803,971	$53,407
2023	$14,153	$22,881	$1,761,789	$-8,728
2022	$17,178	$17,145	$1,764,185	$33
2021	$29,762	$3,237	$1,812,379	$26,525
2020	$167,910	$14,677	$1,808,257	$153,233
2019	$112,100	$61,050	$1,577,197	$51,050