NORTH VALLEY COMMUNITY FOUNDATION (EIN 680161455) - 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

1989

Legal Domicile

Principal Officer

ALEXA BENSON-VALAVANIS

Phone

5308911150

Tax Period

2024-07-01 to 2025-06-30

NORTH VALLEY COMMUNITY FOUNDATION, founded in 1989, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.9M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $10.7M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO FUEL HEALING AND COMPASSION FOR A BETTER WORLD.

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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 $6,403,112

Program Service Revenue $418,539

Investment Income $1,791,596

Other Revenue $294,687

TOTAL REVENUE $8,907,934

Expense Breakdown

Grants Paid $6,091,449

Salaries & Benefits $1,663,523

Fundraising Expenses $251,094

Program Expenses $9,333,663

Other Expenses $2,962,223

TOTAL EXPENSES $10,717,195

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,907,934	$7,109,374	+0.3%
Expenses	$10,717,195	$17,195,023	-0.4%
Net Income	$-1,809,261	$-10,085,649	-0.8%

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

100

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

$709,561

Total Directors

$220,462

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXA BENSON-VALAVANIS	PRESIDENT & CEO	40.00	Officer Director	$196,862	$23,600	$220,462
EARL JESSEE	CHAIR THRU 03/25	1.00	Officer Director	$0	$0	$0
ELIZABETH GOLDBLATT - VICE	CHAIR THRU 03/25, CHAIR AS OF 03/25	1.00	Officer Director	$0	$0	$0
VANESSA SUNDIN - DIRECTOR THRU	03/25, VICE CHAIR AS OF 03/25	0.50	Officer Director	$0	$0	$0
ANGELA QUAIL	SECRETARY	1.00	Officer Director	$0	$0	$0
TODD LEWIS	TREASURER	1.00	Officer Director	$0	$0	$0
FARSHAD AZAD	DIRECTOR	0.30	Director	$0	$0	$0
MONOAH MOHANRAJ	DIRECTOR	0.30	Director	$0	$0	$0
KEVIN THOMPSON	DIRECTOR AS OF 05/25	0.30	Director	$0	$0	$0
DAVID LITTLE	EXECUTIVE VICE PRESIDENT	40.00	Officer	$118,052	$3,542	$121,594
LOGAN TODD	VICE PRESIDENT, OPERATIONS/COO	40.00	Officer	$104,495	$26,684	$131,179
BILL HUBBARD - GENERAL COUNSEL	& DIRECTOR OF GIFT PLANNING	40.00	Officer	$109,534	$4,690	$114,224
KARSEN BRADLEY	CHIEF FINANCIAL OFFICER	40.00	Officer	$94,024	$28,078	$122,102

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	$8,907,934	$10,717,195	$43,921,396	$-1,809,261
2024	No data	No data	No data	No data
2023	$10,543,658	$17,975,845	$53,960,483	$-7,432,187
2022	$16,028,341	$17,694,994	$60,759,000	$-1,666,653
2021	$14,601,439	$21,084,792	$66,202,010	$-6,483,353
2020	$23,908,330	$30,068,696	$73,552,900	$-6,160,366
2019	$67,663,615	$21,812,799	$75,202,935	$45,850,816

NORTH VALLEY COMMUNITY FOUNDATION