Valley Hope Association Foundation (EIN 481236586) - 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

2000

Legal Domicile

Phone

7858774483

Tax Period

2023-07-01 to 2024-06-30

Valley Hope Association Foundation, founded in 2000, is a community nonprofit in the Mental Health sector that reported $5.3M in total revenue in fiscal year 2023. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 30% operating margin.

Mission

TO SECURE CHARITABLE GIFTS AND GRANTS TO AID VALLEY HOPE ASSOCIATION PATIENTS AND THEIR FAMILIES SEEKING TREATMENT AND RECOVERY FROM ADDICTION TO ALCOHOL AND OTHER DRUGS.

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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 $4,908,792

Program Service Revenue $0

Investment Income $355,506

Other Revenue $0

TOTAL REVENUE $5,264,298

Expense Breakdown

Grants Paid $2,684,420

Salaries & Benefits $684,387

Fundraising Expenses $1,013,101

Program Expenses $2,684,420

Other Expenses $328,714

TOTAL EXPENSES $3,697,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,264,298	$2,293,429	+1.3%
Expenses	$3,697,521	$2,080,840	+0.8%
Net Income	$1,566,777	$212,589	+6.4%

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

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

$620,332

Total Directors

$551,127

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MILLER	VICE-CHAIRMAN	1.0	Officer Director	$0	$0	$0
MEGAN O'CONNOR	SECRETARY AND EXECUTIVE DIRECTOR	40.0	Officer Director	$0	$34,501	$183,184
SCOTT BAHE	CHAIRMAN	1.0	Officer Director	$0	$0	$0
STEVE KNUTH	CHAIRMAN AND CEO/PRESIDENT-VHA	1.0	Officer Director	$0	$25,993	$367,943
WARREN WHITTED III	TREASURER	1.0	Officer Director	$0	$0	$0
BRIAN BOHART	TRUSTEE	1.0	Director	$0	$0	$0
DAVID RITCHIE	TRUSTEE	1.0	Director	$0	$0	$0
JASON PACHNER	TRUSTEE	1.0	Director	$0	$0	$0
KRISTINE EVANS	TRUSTEE	1.0	Director	$0	$0	$0
ROD DEMAREE	TRUSTEE	1.0	Director	$0	$0	$0
TOM LOLLEY	TRUSTEE	1.0	Director	$0	$0	$0
LISA RUZICKA	PT YR ASST SECRETARY	40.0	Officer	$0	$13,172	$69,205

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	$5,264,298	$3,697,521	$8,950,589	$1,566,777
2023	$2,293,429	$2,080,840	$6,470,074	$212,589
2022	$2,377,369	$2,370,753	$6,643,427	$6,616
2021	$1,923,033	$1,056,747	$6,765,420	$866,286
2020	$832,909	$1,040,813	$5,559,239	$-207,904
2019	$811,277	$1,317,482	$5,989,650	$-506,205
2018	$1,160,556	$782,976	$5,860,926	$377,580

Valley Hope Association Foundation