Greater Green Valley Community FDN Inc (EIN 860250582) - 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

1970

Legal Domicile

Principal Officer

Michelle Phillips

Phone

5206008098

Tax Period

2024-07-01 to 2025-06-30

Greater Green Valley Community FDN Inc, founded in 1970, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $894K in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $455K, a strong 51% operating margin.

Mission

The Foundation changes and enrich lives through education, guidance and financial support to area nonprofits. We are the leaders of philanthropy in area and help nonprofits set endowments that we manage and direct donor giving.

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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 $611,274

Program Service Revenue $0

Investment Income $275,423

Other Revenue $7,753

TOTAL REVENUE $894,450

Expense Breakdown

Grants Paid $192,951

Salaries & Benefits $87,950

Fundraising Expenses $27,738

Program Expenses $295,563

Other Expenses $158,092

TOTAL EXPENSES $438,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$894,450	$557,961	+0.6%
Expenses	$438,993	$628,615	-0.3%
Net Income	$455,457	$-70,654	-7.4%

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

$81,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle Phillips	Executive Dir.	40.00	Officer	$81,700	$0	$81,700
Steve Oesterle	President	2.00	Officer Director	$0	$0	$0
Patrick Sedillo	Vice President	2.00	Officer Director	$0	$0	$0
Jaime Vasquez	Treasurer	2.00	Officer Director	$0	$0	$0
Kathy Wagner	Secretary	2.00	Officer Director	$0	$0	$0
David Polsky	Director	2.00	Director	$0	$0	$0
Eva Malfonado	Director	2.00	Director	$0	$0	$0
Kris Trosper	Director	2.00	Director	$0	$0	$0
Tami Foreman	Director	2.00	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
2025	$894,450	$438,993	$7,450,648	$455,457
2024	$557,961	$628,615	$6,501,621	$-70,654
2023	$555,114	$338,179	$6,167,468	$216,935
2022	$1,581,625	$413,919	$5,507,298	$1,167,706
2021	$1,235,565	$322,667	$5,384,239	$912,898
2020	$286,268	$373,036	$3,598,600	$-86,768
2019	$668,751	$203,962	$3,668,648	$464,789
2018	$642,666	$193,688	$3,204,363	$448,978

Greater Green Valley Community FDN Inc