SAN LUIS VALLEY DEVELOPMENT RESOURCES GROUP (EIN 840896112) - 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

1994

Legal Domicile

Phone

7195896099

Tax Period

2024-01-01 to 2024-12-31

SAN LUIS VALLEY DEVELOPMENT RESOURCES GROUP, founded in 1994, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

ECONOMIC DEVELOPMENT PLANNING FOR LOCAL GOVERNMENTS AND AGENCIES AND ADMINISTRATION OF REVOLVING LOAN FUND.

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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 (2024)

Revenue Breakdown

Contributions & Grants $289,975

Program Service Revenue $879,535

Investment Income $91,722

Other Revenue $9,627

TOTAL REVENUE $1,270,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $587,357

Fundraising Expenses $0

Program Expenses $1,057,867

Other Expenses $823,355

TOTAL EXPENSES $1,410,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,270,859	$2,120,564	-0.4%
Expenses	$1,410,712	$2,049,561	-0.3%
Net Income	$-139,853	$71,003	-3.0%

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

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

$127,597

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH STOEBER	Executive Dir.	40.00	Officer	$114,702	$12,895	$127,597
LIZA MARRON	MEMBER	1.00	Director	$0	$0	$0
LARRY ZARAGOZA	Chairman	4.00	Officer Director	$0	$0	$0
ASHLEY VALDEZ	Secretary	4.00	Officer Director	$0	$0	$0
MICHAEL CARSON	MEMBER	1.00	Director	$0	$0	$0
CARLOS GARCIA	MEMBER	1.00	Director	$0	$0	$0
KARLA SHRIVER	MEMBER	1.00	Director	$0	$0	$0
RAMONA WEBER	MEMBER	1.00	Director	$0	$0	$0
JACK WILEY	VICE CHAIRMAN	4.00	Officer Director	$0	$0	$0
ROBERT ESPINOZA	MEMBER	1.00	Director	$0	$0	$0
SHELDON ROCKEY	MEMBER	1.00	Director	$0	$0	$0
GENE GLOVER	MEMBER	1.00	Director	$0	$0	$0
STEPHANIE GOLDBRANSON	MEMBER	1.00	Director	$0	$0	$0
LORI DOOLEY	MEMBER	1.00	Director	$0	$0	$0
VERN HEERSINK	MEMBER	1.00	Director	$0	$0	$0
BERNADETTE MARTINEZ	MEMBER	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
2024	$1,270,859	$1,410,712	$11,373,895	$-139,853
2023	$2,120,564	$2,049,561	$11,631,348	$71,003
2022	$4,149,975	$3,602,035	$11,239,797	$547,940
2021	$2,612,937	$1,368,024	$9,461,595	$1,244,913
2020	$1,873,756	$1,420,834	$8,132,047	$452,922
2019	$2,272,248	$1,767,346	$7,682,314	$504,902
2018	$1,011,276	$591,141	$7,265,906	$420,135

SAN LUIS VALLEY DEVELOPMENT RESOURCES GROUP