GREEN VALLEY RANCH FOUNDATION (EIN 820539096) - 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

2000

Legal Domicile

Principal Officer

ERIC MONTOYA

Phone

3034868965

Tax Period

2023-01-01 to 2023-12-31

GREEN VALLEY RANCH FOUNDATION, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $137K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $172K exceeded revenue, resulting in a 26% operating deficit.

Mission

ART & CULTURAL EVENTS, EDUCATION AND YOUTH PROGRAMS FOR THE GREEN VALLEY RANCH COMMUNITY.

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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 $135,907

Program Service Revenue $0

Investment Income $675

Other Revenue $0

TOTAL REVENUE $136,582

Expense Breakdown

Grants Paid $142,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,000

Other Expenses $29,894

TOTAL EXPENSES $171,894

Year-over-Year Comparison

	2023	2022	Change
Revenue	$136,582	$202,305	-0.3%
Expenses	$171,894	$179,765	0.0%
Net Income	$-35,312	$22,540	-2.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY SCHWARTZ	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$0
PATRICK HAMILL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ERIC MONTOYA	SECRETARY/TREASURY	1.00	Officer 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	$136,582	$171,894	$383,036	$-35,312
2022	$202,305	$179,765	$418,188	$22,540
2021	$226,541	$101,512	$398,116	$125,029

GREEN VALLEY RANCH FOUNDATION