San Joaquin Valley Town Hall (EIN 941210921) - 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

1937

Legal Domicile

Principal Officer

Cathy Frost

Phone

5594442180

Tax Period

2024-04-01 to 2025-03-31

San Joaquin Valley Town Hall, founded in 1937, is a small nonprofit that reported $695K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Net assets of $1.7M represent 29 months of operating reserves.

Mission

To bring nationally and internationally renowned, thought-provoking speakers who inform and educate to the San Joaquin Valley.

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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 (2024)

Revenue Breakdown

Contributions & Grants $528,577

Program Service Revenue $74,610

Investment Income $81,571

Other Revenue $10,488

TOTAL REVENUE $695,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $671,787

Other Expenses $719,555

TOTAL EXPENSES $719,555

Year-over-Year Comparison

	2024	2023	Change
Revenue	$695,246	$744,778	-0.1%
Expenses	$719,555	$464,228	+0.6%
Net Income	$-24,309	$280,550	-1.1%

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

N/A

Volunteers

105

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
Allison Alexander	CFO/Direc	6.00	Officer Director	$0	$0	$0
Cathy Frost	President/Direc	6.00	Officer Director	$0	$0	$0
Phyllis Brotherton	Director	3.00	Director	$0	$0	$0
Deborah Ikeda	Director	3.00	Director	$0	$0	$0
Jeanette lshii	Director	3.00	Director	$0	$0	$0
Karen Temple	Secretary/Direc	3.00	Officer Director	$0	$0	$0
Terry Allen	Director	3.00	Director	$0	$0	$0
Chris Bennett	Director	3.00	Director	$0	$0	$0
Meggin Boranian	Director	3.00	Director	$0	$0	$0
Jackie Grazier	Director	3.00	Director	$0	$0	$0
Paula Castadio	Director	3.00	Director	$0	$0	$0
Wendy Carroll	Director	3.00	Director	$0	$0	$0
Suzanne Crosina-Sahm	Director	3.00	Director	$0	$0	$0
Jackson Kytle	Director	3.00	Director	$0	$0	$0
Jane Fortune	Director	3.00	Director	$0	$0	$0
Pamela Kallsen	Vice Pres/Direc	3.00	Officer Director	$0	$0	$0
Judy Gregerson	Vice Pres/Direc	3.00	Officer Director	$0	$0	$0
Kina McFadden	Director	3.00	Director	$0	$0	$0
Jan Maroot	Vice Pres/Direc	3.00	Officer Director	$0	$0	$0
Elizabeth Laval	Vice Pres/Direc	3.00	Officer Director	$0	$0	$0
Jan Paul	Director	3.00	Director	$0	$0	$0
Louise Yenovkian	Director	3.00	Director	$0	$0	$0
Jane Moosoolian	Director	3.00	Director	$0	$0	$0
Edith Treviso	Director	3.00	Director	$0	$0	$0
Cheryl Waterhouse	Director	3.00	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
2025	$695,246	$719,555	$1,653,523	$-24,309
2024	$744,778	$464,228	$1,678,126	$280,550
2023	$484,700	$401,929	$1,433,946	$82,771
2022	$468,611	$300,446	$1,363,175	$168,165
2021	$144,044	$26,375	$1,254,780	$117,669
2020	$639,618	$417,527	$1,088,841	$222,091
2019	$511,329	$362,710	$873,250	$148,619
2018	$492,310	$363,184	$769,631	$129,126

San Joaquin Valley Town Hall