Valdez Native Tribe (EIN 920084385) - 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

1975

Legal Domicile

Principal Officer

Jim Ujioka

Phone

9078354951

Tax Period

2023-01-01 to 2023-12-31

Valdez Native Tribe, founded in 1975, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 13% operating deficit.

Mission

To provide educational, economic, health and social assistance to Alaska Natives and native Americans residing in the Valdez, Alaska service area.

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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 $797,099

Program Service Revenue $489,253

Investment Income $1,866

Other Revenue $56,935

TOTAL REVENUE $1,345,153

Expense Breakdown

Grants Paid $71,526

Salaries & Benefits $618,997

Fundraising Expenses $0

Program Expenses $1,020,714

Other Expenses $833,699

TOTAL EXPENSES $1,524,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,345,153	$2,413,709	-0.4%
Expenses	$1,524,222	$2,400,264	-0.4%
Net Income	$-179,069	$13,445	-14.3%

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

$248,505

Total Directors

$64,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Smith	CFO	37.50	Officer	$96,259	$0	$96,259
Melinda Smith	CEO	37.50	Officer	$68,341	$0	$68,341
Anna L Bateman	CEO	37.50	Officer	$50,235	$0	$50,235
Jim Ujioka	President	5.00	Officer Director	$10,360	$0	$10,360
William Smith	Vice President	5.00	Officer Director	$10,360	$0	$10,360
Sophia Longoria	Treasurer	5.00	Officer Director	$10,360	$0	$10,360
John Boone	Director	1.00	Director	$10,360	$0	$10,360
Sheila Jordan	Director	1.00	Director	$10,360	$0	$10,360
Frieda Wiley	Director	1.00	Director	$10,360	$0	$10,360
Natane Sambo-Freeman	Secretary	5.00	Officer Director	$2,590	$0	$2,590

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	$1,345,153	$1,524,222	$2,592,210	$-179,069
2022	$2,413,709	$2,400,264	$2,829,521	$13,445
2021	$2,449,926	$1,396,740	$3,646,395	$1,053,186
2020	$1,237,355	$1,108,647	$2,786,100	$128,708
2019	$800,159	$699,513	$2,573,418	$100,646
2018	$660,759	$674,524	$2,148,440	$-13,765

Valdez Native Tribe