AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER (EIN 911792774) - 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

1998

Legal Domicile

Principal Officer

BONNIE FERREIRA

Phone

9169205669

Tax Period

2023-01-01 to 2023-12-31

AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $828K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $741K left a modest 11% surplus.

Mission

OUR MISSION IS TO UNITE BOUNDARY-CROSSING LEADERS FROM A DIVERSITY OF SECTORS THROUGHOUT THE GREATER SACRAMENTO REGION; STRENGTHEN THEIR LEADERSHIP CAPACITY THROUGH DEEPENING RELATIONSHIPS AND TRANSFORMATIVE EXPERIENCES; AND SERVE THE COMMUNITY BY WORKING COLLABORATIVELY TO MAKE SIGNIFICANT POSITIVE CONTRIBUTIONS.

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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 $341,439

Program Service Revenue $499,100

Investment Income $0

Other Revenue $-12,528

TOTAL REVENUE $828,011

Expense Breakdown

Grants Paid $29,345

Salaries & Benefits $346,690

Fundraising Expenses $66,849

Program Expenses $542,155

Other Expenses $365,013

TOTAL EXPENSES $741,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$828,011	$687,314	+0.2%
Expenses	$741,048	$690,475	+0.1%
Net Income	$86,963	$-3,161	-28.5%

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

$208,303

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE WRIGHT	IMMEDIATE PAST BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MARY FLORES	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
BJ SNOWDEN	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
APRIL JAVIST	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
TWIANA ARMSTRONG	DIRECTOR	2.00	Director	$0	$0	$0
NANCY BRODOVSKY	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES DUKES	DIRECTOR	2.00	Director	$0	$0	$0
OMAR GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
LARRY GREENE	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER LEE	DIRECTOR	2.00	Director	$0	$0	$0
JAIME LEMUS	DIRECTOR	2.00	Director	$0	$0	$0
CLAY MERRILL	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA NEVES	DIRECTOR	2.00	Director	$0	$0	$0
ALICE PEREZ	DIRECTOR	2.00	Director	$0	$0	$0
JIM TABUCHI	DIRECTOR	2.00	Director	$0	$0	$0
JOHN WEBRE	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTI BLACK-DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
FAITH WHITMORE	DIRECTOR	2.00	Director	$0	$0	$0
BONNIE FERREIRA	CEO	40.00	Officer	$185,582	$22,721	$208,303

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	$828,011	$741,048	$960,067	$86,963
2022	$687,314	$690,475	$803,789	$-3,161
2021	$969,932	$852,929	$769,472	$117,003
2020	$616,151	$633,458	$658,003	$-17,307
2019	$742,653	$804,082	$594,629	$-61,429
2018	$653,972	$727,661	$532,752	$-73,689

AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER