Paradise Valley Mountain Preserve Trust (EIN 860898681) - 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

1997

Legal Domicile

Principal Officer

John Graham

Phone

4803483610

Tax Period

2024-07-01 to 2025-06-30

Paradise Valley Mountain Preserve Trust, founded in 1997, is a community nonprofit in the Environment sector that reported $3.3M in total revenue in fiscal year 2024. Revenue surged 16879% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 100% operating margin.

Mission

To acquire, maintain, preserve and protect in perpetuity underdeveloped real property and developed real property that can be returned to its natural state on and around the Mountain Preserve in the Town of Paradise 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 (2024)

Revenue Breakdown

Contributions & Grants $3,300,250

Program Service Revenue $5,341

Investment Income $495

Other Revenue $0

TOTAL REVENUE $3,306,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,174

TOTAL EXPENSES $8,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,306,086	$19,472	+168.8%
Expenses	$8,174	$54,422	-0.8%
Net Income	$3,297,912	$-34,950	-95.4%

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

N/A

Employees

N/A

Volunteers

N/A

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
Fred Pakis	Trustee	0.00	Director	$0	$0	$0
Rene Romero	Trustee	0.00	Director	$0	$0	$0
Scott LeMarr	Trustee	0.00	Director	$0	$0	$0
Steve Evans	Trustee	0.00	Director	$0	$0	$0
Phil Schneider	Emeritus	0.00	Director	$0	$0	$0
Joan Levinson	Emeritus	0.00	Director	$0	$0	$0
Christa Berlanti	Trustee	0.00	Director	$0	$0	$0
Duncan Miller	Secretary	1.00	Officer	$0	$0	$0
John Graham	Trustee/Chair	1.00	Officer	$0	$0	$0
George Getz	Trustee/Vice Ch	1.00	Officer	$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	$3,306,086	$8,174	$31,355,310	$3,297,912
2024	$19,472	$54,422	$28,057,223	$-34,950
2023	$60,037	$17,535	$28,092,173	$42,502
2022	$21,575	$3,446	$28,049,671	$18,129
2021	$5,145,493	$4,980	$28,031,542	$5,140,513

Paradise Valley Mountain Preserve Trust