VALLEY INITIATIVE FOR DEVELOPMENT AND ADVANCEMENT (EIN 742768931) - 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

1995

Legal Domicile

Principal Officer

FELIDA VILLARREAL

Phone

9569031900

Tax Period

2023-10-01 to 2024-09-30

VALLEY INITIATIVE FOR DEVELOPMENT AND ADVANCEMENT, founded in 1995, is a community nonprofit in the Community Improvement sector that reported $3.8M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $3.6M left a modest 7% surplus.

Mission

JOB TRAINING ASSISTANCE

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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 $3,782,361

Program Service Revenue $0

Investment Income $9,477

Other Revenue $55,336

TOTAL REVENUE $3,847,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,155,657

Fundraising Expenses $0

Program Expenses $3,019,221

Other Expenses $2,415,003

TOTAL EXPENSES $3,570,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,847,174	$3,345,436	+0.1%
Expenses	$3,570,660	$3,044,969	+0.2%
Net Income	$276,514	$300,467	-0.1%

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

291

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

$160,233

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TONY AGUIRRE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MSGR HERBERTO M DIAZ JR	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JOSE HINOJOSA	TREASURER	1.00	Officer Director	$0	$0	$0
EDUARDO ANAYA	DIRECTOR	1.00	Director	$0	$0	$0
ROSALIE TRISTAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID OLIVEIRA	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE BINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
FR KEVIN COLLINS OMI	DIRECTOR	1.00	Director	$0	$0	$0
APOLONIO BORREGO JR	DIRECTOR	1.00	Director	$0	$0	$0
JULIAN ALVAREZ	DIRECTOR	1.00	Director	$0	$0	$0
ABDIEL RAMIREZ	DIRECTOR	1.00	Director	$0	$0	$0
MOISES ROBLEDO	DIRECTOR	1.00	Director	$0	$0	$0
REYNALDO PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
FELIDA VILLARREAL	EXECUTIVE DIRECTOR	40.00	Officer	$160,233	$0	$160,233

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
2024	$3,847,174	$3,570,660	$2,269,888	$276,514
2023	$3,345,436	$3,044,969	$2,739,994	$300,467
2022	$2,551,169	$2,283,170	$2,040,935	$267,999
2021	$1,960,103	$1,879,388	$1,635,060	$80,715
2020	$2,641,251	$2,084,671	$1,909,527	$556,580
2019	$2,100,105	$2,069,691	$1,164,316	$30,414
2019	$2,105,695	$2,028,843	$1,173,050	$76,852
2018	$2,120,714	$1,960,796	$1,227,604	$159,918

VALLEY INITIATIVE FOR DEVELOPMENT AND ADVANCEMENT