Sonoma Valley Mentoring Alliance

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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

1999

Legal Domicile

Principal Officer

Susan H Gallo

Phone

7079381990

Tax Period

2024-07-01 to 2025-06-30

Sonoma Valley Mentoring Alliance, founded in 1999, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $848K, a strong 51% operating margin.

Mission

We work towards creating a community where all youth develop healthy, strong relationships and have access to experiences and opportunities that promote their growth, allowing them to reach their full potential.

Program Service Accomplishments

Program 1

Expenses: $454,354

School Based Mentoring - Sonoma Valley Mentoring Alliance maintained eight mentoring centers located on public school campuses in the Sonoma Valley Unified School District (4 elementary schools, 2...

School Based Mentoring - Sonoma Valley Mentoring Alliance maintained eight mentoring centers located on public school campuses in the Sonoma Valley Unified School District (4 elementary schools, 2 middle schools and 1 high school). These centers provide oversight and assistance to our one-on-one mentoring matches between an adult mentor and a youth mentee (grades K-12) during the nine months of the school year. In the year ended June 30, 2025, these centers provided services to approximately 300 mentor-mentee matches.

Program 2

Expenses: $11,388

Road Map to Your Future Programs - These activities provide opportunities for our mentor-mentee matches to experience off-campus activities, including culinary classes and field trips to Bay Area...

Road Map to Your Future Programs - These activities provide opportunities for our mentor-mentee matches to experience off-campus activities, including culinary classes and field trips to Bay Area companies to get ideas and inspiration for future career possibilities. During fiscal year June 30, 2025 the organization provided 95 mentor & mentee matches on the Road Map to Your Future Program.

Program 3

Expenses: $9,457

Scholarship Program - This program is available to mentees in our program who are seniors in high school. The program offers partial scholarships to those who are enrolled to those who are enrolled in two or four year college programs or trade schools. In the year ended June 30, 2025, 18 high school mentees were served by this program.

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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 $1,596,460

Program Service Revenue $0

Investment Income $56,964

Other Revenue $17,928

TOTAL REVENUE $1,671,352

Expense Breakdown

Grants Paid $9,350

Salaries & Benefits $317,746

Fundraising Expenses $37,677

Program Expenses $475,199

Other Expenses $496,217

TOTAL EXPENSES $823,313

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,671,352	$794,195	+1.1%
Expenses	$823,313	$772,270	+0.1%
Net Income	$848,039	$21,925	+37.7%

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

325

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

$122,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan H Gallo	Executive Dir.	40.00	Officer	$122,500	$0	$122,500
Geoff Leonard	Director	1.50	Director	$0	$0	$0
Rena Siefts	Director	1.00	Director	$0	$0	$0
Cindy King	Secretary	1.00	Officer Director	$0	$0	$0
Sherry Preiss	Director	2.00	Director	$0	$0	$0
Frank Crowley	Director	1.50	Director	$0	$0	$0
Marie Bradley	Chairman	3.00	Officer Director	$0	$0	$0
Richard De Leon	Director	1.00	Director	$0	$0	$0
Joe Koller	Director	2.00	Director	$0	$0	$0
Lisa Burnett	Director	1.50	Director	$0	$0	$0
Jeff Wiggins	Director	1.00	Director	$0	$0	$0
Jordan Kivelstadt	Vice Chr/Treas	2.00	Officer Director	$0	$0	$0
Kathy Witkowicki	Director	1.00	Director	$0	$0	$0
Jim Shay	Director	1.00	Director	$0	$0	$0
Steve Evans	Chairman	6.00	Director	$0	$0	$0
Whitney Sangiacomo	Director	1.00	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	$1,671,352	$823,313	$1,760,832	$848,039
2024	$794,195	$772,270	$897,691	$21,925
2023	$989,004	$794,449	$863,736	$194,555
2022	$783,549	$728,619	$674,255	$54,930
2021	$707,553	$601,498	$676,474	$106,055
2020	$569,359	$714,289	$564,560	$-144,930
2019	$534,473	$674,700	$675,504	$-140,227
2018	$567,447	$621,759	$793,014	$-54,312