Mountain Valley Developmental Services (EIN 840687930) - 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

1975

Legal Domicile

Phone

9709452306

Tax Period

2022-07-01 to 2023-06-30

Mountain Valley Developmental Services, founded in 1975, is a mid-sized nonprofit in the Human Services sector that reported $13.6M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $12.9M left a modest 5% surplus.

Mission

To encourage and support individuals with developmental disabilities, enhance their ability to live, learn, and work in an independent and inclusive manner, and to educate the community about their contributions and capabilities.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,420,376

Program Service Revenue $10,844,300

Investment Income $1,157,620

Other Revenue $183,022

TOTAL REVENUE $13,605,318

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,002,389

Fundraising Expenses $0

Program Expenses $11,683,942

Other Expenses $4,855,459

TOTAL EXPENSES $12,857,848

Year-over-Year Comparison

	2022	2021	Change
Revenue	$13,605,318	$12,083,707	+0.1%
Expenses	$12,857,848	$11,759,511	+0.1%
Net Income	$747,470	$324,196	+1.3%

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

232

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

$297,999

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sara Sims	Executive Dir.	40.00	Officer	$144,888	$14,438	$159,326
Ksana Oglesby	CFO	40.00	Officer	$127,253	$11,420	$138,673
John Klausz	Supportive Service	40.00		$111,652	$15,929	$127,581
Francine Wood	Supportive Service	40.00		$112,287	$6,520	$118,807
Ana Trejo	Supportive Service	40.00		$102,794	$15,669	$118,463
Alexis Knight	Supportive Service	40.00		$101,946	$9,317	$111,263
Judy Oakes	Director	1.00	Director	$0	$0	$0
Chris Tolk	Vice President	1.00	Officer Director	$0	$0	$0
Myra Bone	Director	1.00	Director	$0	$0	$0
Steve MacDonald	Treasurer	1.00	Officer Director	$0	$0	$0
Larry Vasquez	Director	1.00	Director	$0	$0	$0
Denise Rahe	Secretary	1.00	Officer Director	$0	$0	$0
Melissa Knutson	Director	1.00	Director	$0	$0	$0
Charlie Willman	President	1.00	Officer Director	$0	$0	$0
Debbie Anne Moeller	Director	1.00	Director	$0	$0	$0
Milton Roads	Director	1.00	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	No data	No data	No data	No data
2023	$13,605,318	$12,857,848	$9,862,799	$747,470
2022	$12,083,707	$11,759,511	$9,063,262	$324,196
2021	$11,865,014	$10,593,098	$8,504,779	$1,271,916
2020	$11,778,599	$11,450,187	$8,441,450	$328,412
2019	$10,775,568	$10,640,995	$6,691,368	$134,573
2018	$9,902,060	$9,852,942	$6,540,604	$49,118

Mountain Valley Developmental Services