Santa Ynez Valley Senior Advisory Council (EIN 770236226) - 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

1988

Legal Domicile

Principal Officer

Jan Clevenger

Phone

8056883793

Tax Period

2024-07-01 to 2025-06-30

Santa Ynez Valley Senior Advisory Council, founded in 1988, is a small nonprofit in the Unknown sector that reported $816K in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $511K, a strong 63% operating margin.

Mission

To provide meals, social activities, and assistance to seniors as well as providing a gathering place for seniors and community members to take part in intergenerational and community activities.

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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 $292,268

Program Service Revenue $35,895

Investment Income $490,259

Other Revenue $-2,899

TOTAL REVENUE $815,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,847

Fundraising Expenses $33,765

Program Expenses $230,866

Other Expenses $184,437

TOTAL EXPENSES $304,284

Year-over-Year Comparison

	2024	2023	Change
Revenue	$815,523	$2,561,456	-0.7%
Expenses	$304,284	$344,906	-0.1%
Net Income	$511,239	$2,216,550	-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

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

$66,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jan Clevenger	President	4.00	Officer Director	$0	$0	$0
Julie Hayden	Vice-President	4.00	Officer Director	$0	$0	$0
Valerie Kissell	Secretary	4.00	Officer Director	$0	$0	$0
Thom Garrett	Co-Treasurer	4.00	Officer Director	$0	$0	$0
Janet Olivera	Co-Treasurer	4.00	Officer Director	$0	$0	$0
Barbara Breza	Director	2.00	Director	$0	$0	$0
Paula Greenwald	Director	2.00	Director	$0	$0	$0
Geri Mittermiller	Director	2.00	Director	$0	$0	$0
Alice Olla	Director	2.00	Director	$0	$0	$0
Diane Olmsted	Director	2.00	Director	$0	$0	$0
Chris Parker	Director	2.00	Director	$0	$0	$0
Jim Richardson	Director	2.00	Director	$0	$0	$0
Susie Snow	Director	2.00	Director	$0	$0	$0
Ellen Albertoni	Executive Director	40.00	Officer	$66,600	$0	$66,600

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	$815,523	$304,284	$9,804,014	$511,239
2024	No data	No data	No data	No data
2023	$599,989	$249,956	$3,894,185	$350,033
2022	$2,923,718	$250,467	$3,675,685	$2,673,251
2021	$354,157	$172,107	$817,359	$182,050
2020	$328,376	$178,154	$644,294	$150,222
2019	$373,396	$177,820	$468,301	$195,576
2018	$219,088	$172,529	$247,147	$46,559

Santa Ynez Valley Senior Advisory Council