UPPER VALLEY MEND (EIN 911415660) - 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

1988

Legal Domicile

Principal Officer

Greg Steeber

Phone

5095480408

Tax Period

2023-01-01 to 2023-12-31

UPPER VALLEY MEND, founded in 1988, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2023. Revenue surged 281% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.5M, a strong 65% operating margin.

Mission

We are an independent human services organization dedicated to meeting the basic food, wellness, housing and economic security needs of people in the upper and mid Wenatchee Valley region. Our goal is to meet these basic needs in a way that respects the dignity of each person.

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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 $5,956,299

Program Service Revenue $431,971

Investment Income $118,656

Other Revenue $321,153

TOTAL REVENUE $6,828,079

Expense Breakdown

Grants Paid $930,387

Salaries & Benefits $922,083

Fundraising Expenses $62,729

Program Expenses $2,113,307

Other Expenses $506,488

TOTAL EXPENSES $2,358,958

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,828,079	$1,793,267	+2.8%
Expenses	$2,358,958	$1,428,365	+0.7%
Net Income	$4,469,121	$364,902	+11.2%

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

212

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

$118,143

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kaylin Bettinger	Executive Dir.	40.00	Officer	$101,737	$16,406	$118,143
Amy Maher	Director	2.00	Director	$0	$0	$0
Andy Lane	Past President	2.00	Officer Director	$0	$0	$0
Laura Lentz	Director	2.00	Director	$0	$0	$0
Steven Booher	Director	2.00	Director	$0	$0	$0
Cherie Warren	Director	2.00	Director	$0	$0	$0
Greg Steeber	President	2.00	Officer Director	$0	$0	$0
Darryl Wall	Secretary	2.00	Officer Director	$0	$0	$0
Meleah Butruille	Director	2.00	Director	$0	$0	$0
Jose Hurtado	Director	2.00	Director	$0	$0	$0
Kurt Peterson	Director	2.00	Director	$0	$0	$0
Tracey Edou	Director	2.00	Director	$0	$0	$0
Tiffany Brine-Davies	Treasurer	2.00	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
2024	No data	No data	No data	No data
2023	$6,828,079	$2,358,958	$10,697,589	$4,469,121
2022	$1,793,267	$1,428,365	$4,049,984	$364,902
2021	$1,643,735	$1,244,301	$3,228,472	$399,434
2020	$1,766,830	$1,267,019	$5,435,817	$499,811
2019	$1,142,317	$1,121,316	$4,876,388	$21,001
2018	$1,130,608	$1,137,965	$4,984,619	$-7,357

UPPER VALLEY MEND