Valdez Native Tribe

EIN: 920084385 501(c)(3)

Valdez, AK

Total Revenue
$1,345,153
Total Expenses
$1,524,222
Total Assets
$2,592,210
Net Assets
$1,872,882
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
AK
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

The mission of the Valdez Native Tribe is to promote the unity, self-determination, and empowerment of the Alaska Native and American Indian beneficiaries residing in the Valdez area, by providing services that will strengthen, increase opportunities, and enhance the mental, physical and spiritual well being of our people, in harmony with our land and traditional values.

Program Service Accomplishments

Program 1
Expenses: $525,965

Educational Programs - Accounts for activities associated with providing financial assistance to meet the unique and specialized educational needs of the tribal members. The Tribe administers various...

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Educational Programs - Accounts for activities associated with providing financial assistance to meet the unique and specialized educational needs of the tribal members. The Tribe administers various educational programs and provides funds for scholarships to qualifying individuals.

Program 2
Expenses: $494,749 Revenue: $546,188

Health and Social Services - Includes all functions of the Tribe and cost associated with planning and providing medical, public health, and various social services which include welfare assistance...

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Health and Social Services - Includes all functions of the Tribe and cost associated with planning and providing medical, public health, and various social services which include welfare assistance to tribal members.

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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%)

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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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Governance

Voting Members
7
Independent Members
1
Employees
22
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
7
$248,505
Total Directors
7
$64,750
Key Employees
0
$0
Highest Compensated
0
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
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