San Luis Valley Asset Management Corporation (EIN 841559541) - 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

2000

Legal Domicile

Principal Officer

Kyle Turnwall

Phone

7195893671

Tax Period

2024-07-01 to 2025-06-30

San Luis Valley Asset Management Corporation, founded in 2000, is a community nonprofit in the Mental Health sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $643K, a strong 53% operating margin.

Mission

Own and lease real and personal property to support the provision of quality behavioral health services by affiliated organizations.

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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 $0

Program Service Revenue $0

Investment Income $627,941

Other Revenue $583,158

TOTAL REVENUE $1,211,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $427,100

Other Expenses $567,792

TOTAL EXPENSES $567,792

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,211,099	$954,357	+0.3%
Expenses	$567,792	$521,219	+0.1%
Net Income	$643,307	$433,138	+0.5%

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

N/A

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

$498,512

Total Directors

$279,371

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Victoria Romero	President / Chief Executive Officer	1.00	Officer Director	$0	$46,556	$279,371
Laurie Rivera	Chair	1.00	Officer Director	$0	$0	$0
Patrick Stanford	Director	1.00	Director	$0	$0	$0
Louise Sanchez	Director	1.00	Director	$0	$0	$0
Kyle Turnwall	Chief Financial Officer	2.00	Officer	$0	$37,020	$219,141

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	$1,211,099	$567,792	$18,323,955	$643,307

San Luis Valley Asset Management Corporation