Big Valley Fifty Plus

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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

2009

Legal Domicile

Principal Officer

Clinton Davis

Phone

5302945745

Tax Period

2024-07-01 to 2025-06-30

Big Valley Fifty Plus, founded in 2009, is a small nonprofit in the Human Services sector that reported $178K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $233K exceeded revenue, resulting in a 31% operating deficit.

Mission

To provide services to local senior citizens

Program Service Accomplishments

Program 1

Expenses: $115,955 Revenue: $3,327

Served 2,479 congregate and 7,189 home-delivered meals to our local senior citizens.

Program 2

Expenses: $52,527 Revenue: $966

Transportation services to seniors for both local area and out of town medical appointments and grocery shopping trips to the nearest larger cities.

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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 $169,984

Program Service Revenue $4,293

Investment Income $0

Other Revenue $3,777

TOTAL REVENUE $178,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,785

Fundraising Expenses $0

Program Expenses $168,482

Other Expenses $109,556

TOTAL EXPENSES $233,341

Year-over-Year Comparison

	2024	2023	Change
Revenue	$178,054	$120,511	+0.5%
Expenses	$233,341	$123,789	+0.9%
Net Income	$-55,287	$-3,278	+15.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLINTON J DAVIS	President	1.00	Officer Director	$0	$0	$0
LINDA MCDANIEL	Vice President	1.00	Officer Director	$0	$0	$0
CHRIS DAVIS	Secretary	1.00	Officer Director	$0	$0	$0
SARA R EDSON	Treasurer	2.50	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
2025	$178,054	$233,341	$62,195	$-55,287
2024	$120,511	$123,789	$123,172	$-3,278
2023	$261,095	$264,968	$108,437	$-3,873
2022	$226,175	$187,119	$114,145	$39,056