SHENANDOAH VALLEY INC (EIN 540377467) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1924

Legal Domicile

Phone

5407423454

Tax Period

2024-07-01 to 2025-06-30

SHENANDOAH VALLEY INC, founded in 1924, is a micro nonprofit that reported $86K in total revenue in fiscal year 2017. Revenue decreased 15% compared to the prior year. Expenses of $103K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PROMOTE THE TOURISM ASSETS OF THE SHENANDOAH VALLEY TO THE REST OF THE WORLD

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $52,047

Program Service Revenue $75,168

Investment Income $6,591

Other Revenue $0

TOTAL REVENUE $133,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,829

Other Expenses $127,829

TOTAL EXPENSES $127,829

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,806	$124,109	+0.1%
Expenses	$127,829	$126,758	+0.0%
Net Income	$5,977	$-2,649	-3.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SERGEI TROUBETZKOY	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE EVERIDGE	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT REAM	TREASURER	1.00	Officer Director	$0	$0	$0
HELEN MORTON	BOOKKEEPER	10.00	Officer	$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
2025	$133,806	$127,829	$54,680	$5,977
2024	$124,109	$126,758	$48,703	$-2,649
2023	$122,362	$126,005	$51,352	$-3,643
2022	$134,092	$122,944	$54,995	$11,148
2021	$77,970	$104,977	$45,461	$-27,007
2020	$99,425	$111,350	$72,468	$-11,925
2019	$141,559	$133,813	$84,393	$7,746
2018	$85,524	$102,741	$76,647	$-17,217

SHENANDOAH VALLEY INC