THE EAST VALLEY COMMUNITY FOUNDATION INC (EIN 861043568) - 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

2001

Legal Domicile

Principal Officer

T CARMICHAEL

Phone

4806499550

Tax Period

2022-07-01 to 2023-06-30

THE EAST VALLEY COMMUNITY FOUNDATION INC, founded in 2001, is a micro nonprofit in the Human Services sector that reported $57K in total revenue in fiscal year 2022. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 32% operating margin.

Mission

ASSIST OTHER COMMUNITY GROUPS IN CIVIC AND SOCIAL SERVICE ACTIVITIES

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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 (2022)

Revenue Breakdown

Contributions & Grants $14,889

Program Service Revenue $41,729

Investment Income $789

Other Revenue $0

TOTAL REVENUE $57,407

Expense Breakdown

Grants Paid $3,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,136

Other Expenses $35,327

TOTAL EXPENSES $38,877

Year-over-Year Comparison

	2022	2021	Change
Revenue	$57,407	$45,945	+0.2%
Expenses	$38,877	$90,971	-0.6%
Net Income	$18,530	$-45,026	-1.4%

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

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	Role	Reportable Comp	Other Comp	Total
STEVE CARLSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
THERESA CARMICHAEL	SECY/TREASURER	4.00	Officer Director	$0	$0	$0
GREG PATT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAT GILBERT	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN KILZER	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$57,407	$38,877	$539,126	$18,530
2022	$45,945	$90,971	$526,237	$-45,026
2021	$35,318	$75,695	$565,622	$-40,377
2020	$87,009	$85,719	$605,999	$1,290
2019	$264,805	$242,623	$604,709	$22,182
2018	$123,350	$115,724	$582,527	$7,626

THE EAST VALLEY COMMUNITY FOUNDATION INC