VALLEY FORWARD (EIN 823323720) - 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

DILLON SAVORY

Phone

5592751151

Tax Period

2025-01-01 to 2025-12-31

VALLEY FORWARD, founded in 2017, is a small nonprofit in the Civil Rights & Advocacy sector that reported $269K in total revenue in fiscal year 2025. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $250K left a modest 7% surplus.

Mission

THE PURPOSE OF THIS ORGANIZATION IS TO RAISE THE LEVEL OF CIVIC ENGAGEMENT AND THE QUALITY OF LIFE IN THE SAN JOAQUIN VALLEY THROUGH STRATEGIC EDUCATION

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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 (2025)

Revenue Breakdown

Contributions & Grants $158,300

Program Service Revenue $0

Investment Income $0

Other Revenue $110,256

TOTAL REVENUE $268,556

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,677

Fundraising Expenses $0

Program Expenses $223,238

Other Expenses $242,266

TOTAL EXPENSES $249,943

Year-over-Year Comparison

	2025	2024	Change
Revenue	$268,556	$597,248	-0.6%
Expenses	$249,943	$639,091	-0.6%
Net Income	$18,613	$-41,843	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JEFF ROBERTS	AT LARGE	Director	$0	$0	$0
LOUIS JAMERSON	AT LARGE	Director	$0	$0	$0
CESILIA ACEVEDO	AT LARGE	Director	$0	$0	$0
JONHENRY LOPEZ	AT LARGE	Director	$0	$0	$0
PABLO VILLAGRANA	AT LARGE	Director	$0	$0	$0
DAVID RIVAS	AT LARGE	Director	$0	$0	$0
ALYSIA BONNER	AT LARGE	Director	$0	$0	$0
DILLON SAVORY	President	Officer	$0	$0	$0
MARIA LEMUS	Vice President	Officer	$0	$0	$0
RUBEN ZARATE	Treasurer	Officer	$0	$0	$0
FELIPE GRIMALDO	Secretary	Officer	$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	$268,556	$249,943	$107,100	$18,613
2024	$597,248	$639,091	$91,451	$-41,843
2023	$933,503	$851,148	$129,701	$82,355
2022	$497,107	$524,918	$48,291	$-27,811
2020	$396,145	$340,269	$80,860	$55,876
2018	$520,553	$449,074	$71,765	$71,479

VALLEY FORWARD