FRIENDS OF THE SANTA CLARA VALLEY HABITAT AGENCY (EIN 821992215) - 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

2017

Legal Domicile

Principal Officer

Noelle Chambers

Phone

4087797261

Tax Period

2023-07-01 to 2024-06-30

FRIENDS OF THE SANTA CLARA VALLEY HABITAT AGENCY, founded in 2017, is a micro nonprofit in the Environment sector that reported $194 in total revenue in fiscal year 2023.

Mission

TO INVEST FEES COLLECTED BY THE SANTA CLARA VALLEY HABITAT AGENCY IN ORDER TO GENERATE A SIGNIFICANT ENDOWMENT FOR THE FUTURE OPERATION AND MAINTENANCE OF THE RESERVE SYSTEM OF PROPERTY TO PROVIDE THE 18 ENDANGERED SPECIES SPECIFIED IN THE SANTA CLARA VALLEY HABITAT PLAN, ADOPTED UNDER BOTH FEDERAL AND STATE LAW, WITH HABITAT IN PERPETUITY, AS SET FORTH IN THE PLAN.

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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 $194

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $194

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194

Other Expenses $194

TOTAL EXPENSES $194

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194	N/A	N/A
Expenses	$194	$29,901	-1.0%
Net Income	$0	$-29,901	-1.0%

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

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
NOELLE CHAMBERS	Chairperson	1	Officer Director	$0	$0	$0
EDMUND SULLIVAN	Vice Chair	1	Officer Director	$0	$0	$0
JULIE HUTCHESON	Secretary	1	Officer Director	$0	$0	$0
DAT NGUYEN	Director	1	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	$194	$194	$36,096	No data
2023	No data	$29,901	$35,902	No data
2022	$376,091	$66,481	$65,803	$309,610
2021	$1,772,653	$50,471	$4,750,768	$1,722,182
2020	$1,623,208	$20,718	$3,028,586	$1,602,490
2020	$1,623,208	$20,718	$3,028,586	$1,602,490

FRIENDS OF THE SANTA CLARA VALLEY HABITAT AGENCY