Synchrony of Visalia Inc (EIN 770408781) - 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

1996

Legal Domicile

Phone

5596354252

Tax Period

2024-01-01 to 2024-12-31

Synchrony of Visalia Inc, founded in 1996, is a small nonprofit in the Mental Health sector that reported $499K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

Strengthening communities by our commitment to excellence in providing mental health and wellness care.

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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 $100

Program Service Revenue $489,287

Investment Income $2,619

Other Revenue $7,488

TOTAL REVENUE $499,494

Expense Breakdown

Grants Paid $0

Salaries & Benefits $372,681

Fundraising Expenses $0

Program Expenses $376,532

Other Expenses $141,927

TOTAL EXPENSES $514,608

Year-over-Year Comparison

	2024	2023	Change
Revenue	$499,494	$587,396	-0.1%
Expenses	$514,608	$550,055	-0.1%
Net Income	$-15,114	$37,341	-1.4%

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

N/A

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

$54,863

Total Directors

$54,863

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maria Ortiz-Nance	President & CEO	45.00	Officer Director	$54,863	$0	$54,863
Kirk Converston	Director	2.00	Director	$0	$0	$0
Robert Kennedy	Director	2.00	Director	$0	$0	$0
Cindy Ramos	Director	2.00	Director	$0	$0	$0
Jay Peterson	Secretary	2.00	Officer Director	$0	$0	$0
Kathleen Moroney	Treasurer	2.00	Officer Director	$0	$0	$0
Debra Bekerian	Director	2.00	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
2024	$499,494	$514,608	$348,459	$-15,114
2023	$587,396	$550,055	$324,326	$37,341
2022	$563,720	$606,013	$125,307	$-42,293
2022	$518,097	$608,393	$288,652	$-90,296
2021	$813,230	$851,570	$153,403	$-38,340
2021	$813,230	$694,005	$363,341	$119,225
2020	$916,765	$873,466	$174,210	$43,299
2019	$728,046	$825,445	$116,715	$-97,399
2018	$723,507	$803,063	$179,927	$-79,556

Synchrony of Visalia Inc