Central Valley Community Foundation A Corporation (EIN 770478025) - 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

1966

Legal Domicile

Principal Officer

ASHLEY SWEARENGIN

Phone

5592265600

Tax Period

2023-01-01 to 2023-12-31

Central Valley Community Foundation A Corporation, founded in 1966, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $82.7M in total revenue in fiscal year 2023. Revenue surged 213% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55.6M, a strong 67% operating margin.

Mission

We connect capital and communities for a just and thriving Central Valley.

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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 $79,521,007

Program Service Revenue $318,396

Investment Income $2,819,095

Other Revenue $0

TOTAL REVENUE $82,658,498

Expense Breakdown

Grants Paid $17,164,851

Salaries & Benefits $3,221,329

Fundraising Expenses $778,334

Program Expenses $24,095,717

Other Expenses $6,677,897

TOTAL EXPENSES $27,064,077

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,658,498	$26,435,459	+2.1%
Expenses	$27,064,077	$14,694,261	+0.8%
Net Income	$55,594,421	$11,741,198	+3.7%

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

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

$736,871

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashley Swearengin	President & CEO	40.00	Officer	$313,500	$9,697	$323,197
Heather Brown	COO	40.00	Officer	$169,392	$18,830	$188,222
Kerri Horn	CFO	40.00	Officer	$169,392	$9,242	$178,634
Christina Patch	Dir Collective Imp	40.00		$136,956	$13,959	$150,915
Arthur Padilla Jr	DRIVE Director	40.00		$116,591	$18,351	$134,942
Claudia Ruiz-Alvarez	Dir Donor Svcs	40.00		$114,362	$12,790	$127,152
Travis Jeffus	Controller	40.00		$116,591	$8,852	$125,443
Elliott Balch	Chief Impact Of	40.00	Officer	$42,930	$3,888	$46,818
Misty Her	Director	2.00	Director	$0	$0	$0
Diego Arambula	Co-Chair	2.00	Officer Director	$0	$0	$0
DJ Criner	Director	2.00	Director	$0	$0	$0
JP Shamshoian	Director	2.00	Director	$0	$0	$0
Desrie Van Putten	Director	2.00	Director	$0	$0	$0
Jolene Telles	Director	2.00	Director	$0	$0	$0
Oliver Baines	Director	2.00	Director	$0	$0	$0
Craig Fourchy	Director	2.00	Director	$0	$0	$0
Arthur Moye	Director	2.00	Director	$0	$0	$0
Mas Masumoto	Director	2.00	Director	$0	$0	$0
Brandon Esraelian	Director	2.00	Director	$0	$0	$0
Doug Morgan	Treasurer	2.00	Officer Director	$0	$0	$0
Vivian Paz	Secretary	2.00	Officer Director	$0	$0	$0
Paul Gibson	Director	2.00	Director	$0	$0	$0
Alan Pierrot	Chair Emeritus	2.00	Director	$0	$0	$0
Maria Reina Lemus	Director	2.00	Director	$0	$0	$0
Danielle Parnagian	Director	2.00	Director	$0	$0	$0
Rod Thornton	Former Chair	2.00	Director	$0	$0	$0
Justin Vartanian	Co-Chair	2.00	Officer Director	$0	$0	$0
Carole Goldsmith	Director	2.00	Director	$0	$0	$0
Michael Camunez	Director	2.00	Director	$0	$0	$0
Tracy Proietti	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	No data	No data	No data	No data
2023	$82,658,498	$27,064,077	$161,104,627	$55,594,421
2022	$26,435,459	$14,694,261	$103,002,153	$11,741,198
2021	$19,266,870	$17,447,615	$105,414,980	$1,819,255
2020	$37,001,008	$19,207,639	$94,990,574	$17,793,369
2019	$14,275,634	$12,887,262	$69,977,460	$1,388,372
2018	$19,631,813	$16,819,113	$63,790,211	$2,812,700

Central Valley Community Foundation A Corporation