ANIMAS VALLEY INSTITUTE (EIN 841489411) - 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

1999

Legal Domicile

Principal Officer

BILL PLOTKIN

Phone

9702590585

Tax Period

2023-12-01 to 2024-11-30

ANIMAS VALLEY INSTITUTE, founded in 1999, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year.

Mission

ANIMAS VALLEY INSTITUTE'S MISSION IS TO HELP INDIVIDUALS ALIGN THEIR EVERYDAY LIVES WITH THEIR MOST DEEPLY-ROOTED ASPIRATIONS AND CONVICTIONS, THEREBY ENGENDERING A MORE FULFILLING AND PURPOSEFUL LIFE-STYLE AND, ULTIMATELY, A MORE SUSTAINABLE AND SOUL-CENTERED SOCIETY.

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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 $363,645

Program Service Revenue $602,654

Investment Income $47,577

Other Revenue $0

TOTAL REVENUE $1,013,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,423

Fundraising Expenses $14,960

Program Expenses $673,336

Other Expenses $838,983

TOTAL EXPENSES $988,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,013,876	$1,214,854	-0.2%
Expenses	$988,406	$1,076,453	-0.1%
Net Income	$25,470	$138,401	-0.8%

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

$150,354

Total Directors

$150,354

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN STAFFORD	DIRECTOR	40.00	Officer Director	$50,323	$0	$50,323
BILL PLOTKIN	DIRECTOR	40.00	Officer Director	$53,135	$0	$53,135
HILARY LEIGHTON	DIRECTOR	1.00	Officer Director	$0	$0	$0
JILIAN NORRIS	CHAIRMAN	1.00	Officer Director	$2,400	$0	$2,400
LAURA BLAKEMAN	DIRECTOR	40.00	Officer Director	$44,496	$0	$44,496

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	$1,013,876	$988,406	$872,229	$25,470
2023	$1,214,854	$1,076,453	$804,531	$138,401
2022	$916,927	$922,013	$644,979	$-5,086
2021	$769,457	$676,124	$901,235	$93,333
2020	$500,583	$519,896	$732,044	$-19,313
2019	$651,728	$595,895	$599,222	$55,833
2018	$541,098	$463,626	$352,028	$77,472

ANIMAS VALLEY INSTITUTE