EAST VALLEY FAMILY SERVICES (EIN 900183363) - 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

2004

Legal Domicile

Principal Officer

SHELLY JUAREZ

Phone

7026317098

Tax Period

2023-07-01 to 2024-06-30

EAST VALLEY FAMILY SERVICES, founded in 2004, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

ASSIST FAMILIES, CHILDREN AND SENIORS TO BECOME AND REMAIN SELF-SUFFICIENT, HEALTHY AND SOCIALLY RESPONSIBLE.

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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 $1,594,072

Program Service Revenue $0

Investment Income $6,199

Other Revenue $797

TOTAL REVENUE $1,601,068

Expense Breakdown

Grants Paid $0

Salaries & Benefits $771,390

Fundraising Expenses $2,106

Program Expenses $1,613,661

Other Expenses $968,727

TOTAL EXPENSES $1,740,117

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,601,068	$1,797,359	-0.1%
Expenses	$1,740,117	$1,917,652	-0.1%
Net Income	$-139,049	$-120,293	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY DIZE	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHELLY JUAREZ	EXECUTIVE DIRECTOR	2.00	Officer Director	$0	$0	$0
MILLIE CHOU	SECRETARY	1.00	Officer Director	$0	$0	$0
EILEEN TETREAULT	MEMBER	1.00	Director	$0	$0	$0
JOHN WILLIAMS	MEMBER	1.00	Director	$0	$0	$0
CLARK LEHMAN	MEMBER	1.00	Director	$0	$0	$0
CAROLYN ALLEN	MEMBER	1.00	Director	$0	$0	$0
JONATHAN PONCE	TREASURER	1.00	Officer Director	$0	$0	$0
JESSICA MCGHEE	DIRECTOR OF PROGRAMS	40.00	Director	$0	$0	$0
ANN TAYLOR	DIRECTOR OF ADMIN & FINANCE	40.00	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	$1,601,068	$1,740,117	$628,293	$-139,049
2023	$1,797,359	$1,917,652	$904,197	$-120,293
2022	$1,928,448	$2,043,503	$699,997	$-115,055
2021	$2,770,231	$2,693,156	$774,479	$77,075
2020	$2,638,865	$2,731,765	$834,807	$-92,900
2019	$2,730,924	$2,836,764	$773,821	$-105,840
2018	$2,615,337	$2,707,004	$882,871	$-91,667

EAST VALLEY FAMILY SERVICES