SHERMANS VALLEY HERITAGE DAYS INC (EIN 542125085) - 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

1984

Legal Domicile

Phone

7174383396

Tax Period

2024-07-01 to 2025-06-30

SHERMANS VALLEY HERITAGE DAYS INC, founded in 1984, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $25K in total revenue in fiscal year 2024. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $36K exceeded revenue, resulting in a 46% operating deficit.

Mission

COMMUNITY SUPPORT

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $24,830

TOTAL REVENUE $24,830

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,604

Other Expenses $2,757

TOTAL EXPENSES $36,307

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,830	$70,226	-0.6%
Expenses	$36,307	$24,160	+0.5%
Net Income	$-11,477	$46,066	-1.2%

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
DAVID L CASNER	PRESIDENT	5.00	Officer Director	$0	$0	$0
DOUG URICH	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KIMBERLY ROSE	SECRETARY	5.00	Officer Director	$0	$0	$0
TERRY URICH	TREASURER	5.00	Officer 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
2025	$24,830	$36,307	$58,749	$-11,477
2024	$29,476	$24,160	$70,226	$5,316
2023	$38,566	$42,406	$64,910	$-3,840
2022	$48,415	$41,074	$68,750	$7,341
2021	$3,281	$8,564	$61,409	$-5,283
2020	$50,286	$49,354	$66,431	$932
2019	$-37	$17,925	$63,356	$-17,962

SHERMANS VALLEY HERITAGE DAYS INC