Portola Valley Neighbors United

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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

2020

Legal Domicile

Phone

6508514533

Tax Period

2021-01-01 to 2021-12-31

Portola Valley Neighbors United, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $101K in total revenue in fiscal year 2021. Revenue surged 234% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 80% operating margin.

Mission

Portola Valley Neighbors United PVNU works to increase understanding of local public policy issues such as fire and seismic safety infrastructure housing building ordinances and local history. PVNU educates the community on current questions and issues that may impact the quality of life for current and future residents.

Program Service Accomplishments

Program 1

Expenses: $11,582 Revenue: $0

Informative newsletters on current topics of local interest and concern--created printed and mailed to the entire community.

Program 2

Expenses: $2,160 Revenue: $0

Webinar for Earth Day was hosted for the entire community and recorded on YouTube. The 90-minute Webinar consisted of presentations by a local Native American leader an archaeologist a geologist an...

Program 3

Expenses: $756 Revenue: $0

Informative postcards on current topics of immediate local interest and concern--created and mailed to the entire community.

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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 (2021)

Revenue Breakdown

Contributions & Grants $100,848

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $100,848

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,498

Other Expenses $20,472

TOTAL EXPENSES $20,472

Year-over-Year Comparison

	2021	2020	Change
Revenue	$100,848	$30,185	+2.3%
Expenses	$20,472	$26,836	-0.2%
Net Income	$80,376	$3,349	+23.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Reportable Comp	Other Comp	Total
Rita Comes Whitney	President	15.00	$0	$0	$0
Mary Page Hufty	Secretary	7.00	$0	$0	$0
Nancy C Shostak	Treasurer	7.00	$0	$0	$0
Lloyd R Day	Board Member	10.00	$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
2021	$100,848	$20,472	$83,725	$80,376