Valley Onward (EIN 853811059) - 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

2020

Legal Domicile

Principal Officer

Sol Rivas

Phone

2096178248

Tax Period

2024-01-01 to 2024-12-31

Valley Onward, founded in 2020, is a small nonprofit in the Human Services sector that reported $955K in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. Net assets of $2.4M represent 30 months of operating reserves.

Mission

Valley Onward seeks to bring equity to all neighborhoods so that all Californians can enjoy the benefits of healthy communities to live long and prosper.

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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 $332,948

Program Service Revenue $622,425

Investment Income $0

Other Revenue $0

TOTAL REVENUE $955,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $355,428

Fundraising Expenses $41,520

Program Expenses $789,544

Other Expenses $583,239

TOTAL EXPENSES $938,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$955,373	$1,964,173	-0.5%
Expenses	$938,667	$734,995	+0.3%
Net Income	$16,706	$1,229,178	-1.0%

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

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	Role	Reportable Comp	Other Comp	Total
Mara Jess Burgos Sauceda	Chair	1.00	Officer Director	$0	$0	$0
Richard Lopez	Co-Chair	1.00	Officer Director	$0	$0	$0
Gerzayr Alapizco	Board Member	1.00	Officer Director	$0	$0	$0
Carmen Ojeda	Secretary	1.00	Officer Director	$0	$0	$0
Iilesha Sanders	Treasurer	1.00	Officer Director	$0	$0	$0
Ozzy De Luna	Board Member	1.00	Officer 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	$955,373	$938,667	$2,387,285	$16,706
2023	$1,964,173	$734,995	$2,283,673	$1,229,178
2022	$1,059,128	$633,063	$774,777	$426,065
2022	$1,059,128	$633,063	$774,777	$426,065
2021	$776,127	$450,477	$335,036	$325,650

Valley Onward