THE VALLEY COMMUNITY FOUNDATION INC (EIN 841637102) - 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

2004

Legal Domicile

Principal Officer

SHARON L CLOSIUS

Phone

2037772386

Tax Period

2023-01-01 to 2023-12-31

THE VALLEY COMMUNITY FOUNDATION INC, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.2M in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $3.1M left a modest 3% surplus.

Mission

THE VALLEY COMMUNITY FOUNDATION'S MISSION IS TO MAKE THE VALLEY A BETTER PLACE TO LIVE AND WORK, BOTH NOW AND IN THE FUTURE, BY CONNECTING PRIVATE PHILANTHROPY TO THE LONG-TERM PUBLIC GOOD OF THE VALLEY.

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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 $2,298,746

Program Service Revenue $0

Investment Income $909,941

Other Revenue $0

TOTAL REVENUE $3,208,687

Expense Breakdown

Grants Paid $1,802,577

Salaries & Benefits $628,893

Fundraising Expenses $256,039

Program Expenses $2,653,989

Other Expenses $670,586

TOTAL EXPENSES $3,102,056

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,208,687	$5,116,843	-0.4%
Expenses	$3,102,056	$3,475,197	-0.1%
Net Income	$106,631	$1,641,646	-0.9%

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

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

$468,778

Total Directors

$387,644

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA POWERS	DIRECTOR	1.00	Director	$0	$43,579	$387,644
NANCY VALENTINE	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ALETA MINER	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
RAY OPPEL	TREASURER	1.00	Officer Director	$0	$0	$0
PATRICIA TARASOVIC	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK D GOUMAS	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY BURELL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER GRIZZLE	DIRECTOR	1.00	Director	$0	$0	$0
TERRY JONES	DIRECTOR	1.00	Director	$0	$0	$0
JACK WALSH	DIRECTOR	1.00	Director	$0	$0	$0
FRED ORTOLI	DIRECTOR	1.00	Director	$0	$0	$0
NED MILLER	DIRECTOR	1.00	Director	$0	$0	$0
MARIANNE SMYTHE	DIRECTOR	1.00	Director	$0	$0	$0
GREG STAMOS	DIRECTOR	1.00	Director	$0	$0	$0
SHARON CLOSIUS	PRESIDENT & CEO	40.00	Officer	$210,119	$3,250	$213,369
WENDY GAMBA	CHIEF FINANCIAL OFFICER	10.00	Officer	$0	$33,864	$255,409

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	$3,208,687	$3,102,056	$36,340,178	$106,631
2022	$5,116,843	$3,475,197	$31,974,412	$1,641,646
2021	$5,268,387	$2,934,479	$36,191,694	$2,333,908
2020	$3,487,287	$2,898,731	$32,574,166	$588,556
2019	$3,020,266	$2,512,655	$28,813,965	$507,611
2018	$5,191,998	$2,564,623	$25,153,022	$2,627,375

THE VALLEY COMMUNITY FOUNDATION INC