SOUTH VALLEY TRAINING COMPANY (EIN 870425519) - 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

1985

Legal Domicile

Principal Officer

JACQUELINE OLSON

Phone

8015611661

Tax Period

2023-07-01 to 2024-06-30

SOUTH VALLEY TRAINING COMPANY, founded in 1985, is a community nonprofit in the Employment sector that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

TO PROVIDE REHABILITATION SERVICES AND TRAINING TO DISABLED ADULTS WHO REQUIRE PROFESSIONAL SERVICES TO BECOME SELF-SUFFICIENT AND EMPLOYABLE.

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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 $1,603,474

Program Service Revenue $94,841

Investment Income $65

Other Revenue $0

TOTAL REVENUE $1,698,380

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,304,872

Fundraising Expenses $0

Program Expenses $1,686,620

Other Expenses $403,455

TOTAL EXPENSES $1,708,327

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,698,380	$1,828,891	-0.1%
Expenses	$1,708,327	$1,542,436	+0.1%
Net Income	$-9,947	$286,455	-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

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

$78,960

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE OLSON	EXECUTIVE DI	50.00	Officer	$61,284	$17,676	$78,960
JAN FELIX	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GENINE FLETCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
KRIS HAMMOND	CHAIRPERSON	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
2025	No data	No data	No data	No data
2024	$1,698,380	$1,708,327	$592,399	$-9,947
2023	$1,828,891	$1,542,436	$664,566	$286,455
2022	$1,424,474	$1,207,215	$449,283	$217,259
2021	$1,051,244	$957,231	$315,683	$94,013
2020	$1,191,792	$1,198,106	$193,222	$-6,314
2019	$1,190,383	$1,194,497	$161,654	$-4,114

SOUTH VALLEY TRAINING COMPANY