VALEO VOCATION (EIN 824092268) - 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

2018

Legal Domicile

Principal Officer

Sherri Jensen

Phone

2533012134

Tax Period

2023-01-01 to 2023-12-31

VALEO VOCATION, founded in 2018, is a community nonprofit in the Employment sector that reported $8.1M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 33% operating margin.

Mission

Provide wraparound support and access to income to empower transformational change while helping individuals find dignified meaningful employment and permanent housing.

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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 $4,852,347

Program Service Revenue $3,182,168

Investment Income $19,024

Other Revenue $167

TOTAL REVENUE $8,053,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,461,284

Fundraising Expenses $116,535

Program Expenses $4,298,082

Other Expenses $922,085

TOTAL EXPENSES $5,403,099

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,053,706	$5,531,688	+0.5%
Expenses	$5,403,099	$4,898,827	+0.1%
Net Income	$2,650,607	$632,861	+3.2%

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

464

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

$154,563

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Luis Rivera Zayas	President	1.00	Officer	$0	$0	$0
Levongia Carrera	Treasurer	1.00	Officer	$0	$0	$0
Mark Winter	Board Member	1.00	Director	$0	$0	$0
Corwin Scott	Board Member	1.00	Director	$0	$0	$0
Erica Azcueta	Board Member	1.00	Director	$0	$0	$0
Bruce Taylor	Board Member	1.00	Director	$0	$0	$0
Sherri Jensen	Executive Director	40.00	Key Emp	$142,115	$12,448	$154,563

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	$8,053,706	$5,403,099	$5,846,330	$2,650,607
2022	$5,531,688	$4,898,827	$1,753,339	$632,861
2021	$2,985,163	$2,835,992	$337,654	$149,171
2020	$1,615,309	$1,653,310	$201,408	$-38,001

VALEO VOCATION