SAN JOAQUIN VALLEY CONSERVANCY

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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

2002

Legal Domicile

Principal Officer

LYDIA MILLER

Phone

2097239283

Tax Period

2024-01-01 to 2024-12-31

SAN JOAQUIN VALLEY CONSERVANCY, founded in 2002, is a small nonprofit in the Environment sector that reported $230K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $135K, a strong 59% operating margin.

Mission

TO PROTECT, RESTORE AND CONSERVE ECOSYSTEMS, WATERSHEDS AMD AGRICULTURAL LANDS IN THE SAN JOAQUIN VALLEY AND THROUGHOUT CALIFORNIA. IMPROVE THE ECOLOGY, ECONOMY, CULTURE AND SCENERY OF OUR REGION AND ITS HISTORICAL, SCIENTIFIC, EDUCATIONAL AND RECREATIONAL RESOURCES THROUGH PROJECTS.

Program Service Accomplishments

Program 1

Expenses: $93,895

PROTECTED OVER 14,000 ACRES IN CONSERVATION EASEMENTS. EDUCATES AND CONDUCTS OUTREACH IN COORDINATION WITH LOCAL, STATE, AND FEDERAL AGENCIES.

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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 $0

Program Service Revenue $0

Investment Income $229,604

Other Revenue $0

TOTAL REVENUE $229,604

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,895

Other Expenses $94,751

TOTAL EXPENSES $94,751

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,604	$196,699	+0.2%
Expenses	$94,751	$67,729	+0.4%
Net Income	$134,853	$128,970	+0.0%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYDIA M MILLER	DIRECTOR	10.00	Director	$0	$0	$0
GREGORY MILLER	DIRECTOR	10.00	Director	$0	$0	$0
MADELINE HOLLOWAY	DIRECTOR	10.00	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	No data	No data	No data	No data
2024	$229,604	$94,751	$5,534,868	$134,853
2023	$196,699	$67,729	$5,400,015	$128,970
2022	$43,683	$56,074	$5,271,045	$-12,391
2021	$384,210	$72,914	$5,283,436	$311,296
2020	$99,395	$102,963	$4,972,140	$-3,568
2019	$142,575	$116,714	$4,975,708	$25,861
2018	$129,951	$98,001	$4,949,847	$31,950