VALLEY PARTNERSHIP

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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

1987

Legal Domicile

Principal Officer

LAURA ORTIZ

Phone

6022667844

Tax Period

2023-01-01 to 2023-12-31

VALLEY PARTNERSHIP, founded in 1987, is a small nonprofit that reported $798K in total revenue in fiscal year 2023. Expenses of $736K left a modest 8% surplus.

Mission

Valley Partnership Advocates Responsible Development. Representing the commercial, industrial & master planned real estate development industry, We present a balanced, pro-development perspective & the Valleys best industry education & networking opportunities.

Program Service Accomplishments

Program 1

Hosted more than 2,000 real estate professionals at our Monthly Friday Morning Breakfasts, Sponsor Events, Annual Spring Training Game, and Golf Tournament.

Program 2

LEGISLATIVE COMMITTEE DISCUSSES AND ADVISES ON LEGISLATION THAT AFFECTS THE REALESTATE INDUSTRY AND EDUCATES AND INFORMS OUR MEMBERS OF OUR ACTIVITIES.PASSED STATE LEGISLATION REGARDING DROUGHT...

LEGISLATIVE COMMITTEE DISCUSSES AND ADVISES ON LEGISLATION THAT AFFECTS THE REALESTATE INDUSTRY AND EDUCATES AND INFORMS OUR MEMBERS OF OUR ACTIVITIES.PASSED STATE LEGISLATION REGARDING DROUGHT CONTINGENCY PLAN (DCP) FOR THE STATE.PROTECTED GPLET AS AN AVAILABLE TOOL AND ENHANCE ABILITY TO ESTABLISH CFDS INARIZONA. CONSISTENT APPLICATION OF IMPACT FEES, SUPPORTED FUNDING OF THE HIGHWAYUSER REVENUE FUND EXCHANGE PROGRAM (HURF) IN STATE BUDGETS, ANDENCOURAGED OUR MEMBERSHIP TO SUPPORT IN SOCIAL MEDIA AND OTHER MEMBERSHIP TOOLS.

Program 3

REPRESENTED THE COMMERCIAL REAL ESTATE INDUSTRY BY HOLDING REGULAR MEETINGS OF THE CITY/COUNTY COMMITTEE TO FACILITATE AN EXCHANGE OF INFORMATION BETWEEN CITY EMPLOYEES & MEMBERS.

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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 $543,951

Program Service Revenue $88,555

Investment Income $38,415

Other Revenue $126,932

TOTAL REVENUE $797,853

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $384,735

Fundraising Expenses $0

Other Expenses $346,737

TOTAL EXPENSES $736,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$797,853	$824,194	0.0%
Expenses	$736,472	$811,463	-0.1%
Net Income	$61,381	$12,731	+3.8%

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

200

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
CHERYL LOMBARD	PRESIDENT/CEO	40.00		$140,833	$0	$140,833
CLARK PRINCELL	PRESIDENT/CEO	40.00		$105,625	$0	$105,625
LAURA ORTIZ	Chairman	4.00	Officer Director	$0	$0	$0
ROB BASSETT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
NICOLE MAAS	Treasurer	1.00	Officer Director	$0	$0	$0
NIC FISCHER	Secretary	1.00	Officer Director	$0	$0	$0
TIM BRISLIN	PAST CHAIR	1.00	Officer Director	$0	$0	$0
TAYLOR ALVEY	Director	0.00	Director	$0	$0	$0
BENJAMIN BUTLER	Director	0.00	Director	$0	$0	$0
CHUCK CAREFOOT	Director	0.00	Director	$0	$0	$0
BENJAMIN GRAFF	Director	0.00	Director	$0	$0	$0
DAN KELLY	Director	0.00	Director	$0	$0	$0
GREG ABRAMS	Director	0.00	Director	$0	$0	$0
HEATH MELTON	Director	0.00	Director	$0	$0	$0
JEFF MOLOZNIK	Director	0.00	Director	$0	$0	$0
CARL PERRONE	Director	0.00	Director	$0	$0	$0
LARRY POBUDA	Director	0.00	Director	$0	$0	$0
HUMPHREY SHIN	Director	0.00	Director	$0	$0	$0
JUSTIN STELTENPOHL	Director	0.00	Director	$0	$0	$0
ROB TAYLOR	Director	0.00	Director	$0	$0	$0
CATHY TEETER	Director	0.00	Director	$0	$0	$0
GREG VOGEL	Director	0.00	Director	$0	$0	$0
JOEL WAGE	Director	0.00	Director	$0	$0	$0
TODD WEISS	Director	0.00	Director	$0	$0	$0
JIM KENNY	Director	0.00	Director	$0	$0	$0
BOB BAMBAUER	Director	0.00	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
2024	No data	No data	No data	No data
2023	$797,853	$736,472	$838,758	$61,381
2022	$824,194	$811,463	$989,737	$12,731
2021	$881,971	$676,675	$886,354	$205,296
2020	$589,173	$512,989	$600,933	$76,184
2019	$676,860	$573,596	$674,596	$103,264
2018	$550,248	$519,760	$348,571	$30,488