MOUNTAIN VALLEY CHILD AND FAMILY SERVICES INC (EIN 942742653) - 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

1982

Legal Domicile

Principal Officer

DAN PETRIE

Phone

5302659057

Tax Period

2024-07-01 to 2025-06-30

MOUNTAIN VALLEY CHILD AND FAMILY SERVICES INC, founded in 1982, is a community nonprofit in the Human Services sector that reported $9.9M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

PROVIDE A CONTINUUM OF CARE FOR CHILDREN AND FAMILIES BY PROMOTING HEALTHY, PERMANENT, AND MEANINGFUL RELATIONSHIPS.

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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 $9,822,712

Program Service Revenue $0

Investment Income $9,933

Other Revenue $19,691

TOTAL REVENUE $9,852,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,678,039

Fundraising Expenses $0

Program Expenses $9,345,432

Other Expenses $1,751,295

TOTAL EXPENSES $10,429,334

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,852,336	$11,242,378	-0.1%
Expenses	$10,429,334	$11,397,052	-0.1%
Net Income	$-576,998	$-154,674	+2.7%

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

189

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

$253,319

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN A PETRIE	CEO	40.00	Officer	$158,013	$14,386	$172,399
KAMIKO LUCAS	SR. PROG DIRECTOR	40.00		$119,543	$3,586	$123,129
RUTH ZILCH	PRINCIPAL	40.00		$108,460	$4,338	$112,798
TERESA MILHOUS-PETRIE	CFO	40.00	Officer	$70,679	$10,241	$80,920
Nefretete Rasheed	Member	1.00	Director	$0	$0	$0
RICHARD STAHLMAN	Chairman	1.00	Director	$0	$0	$0
Dr ANDREW MENDONSA	VICE CHAIRMAN	1.00	Director	$0	$0	$0
MONICA HENDRIX	Secretary	1.00	Director	$0	$0	$0
Dr DUSTIN BINDREIFF	MEMBER	1.00	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	$9,852,336	$10,429,334	$3,872,899	$-576,998
2024	$11,242,378	$11,397,052	$4,529,211	$-154,674
2023	$12,351,191	$11,093,629	$5,020,818	$1,257,562
2022	$8,666,506	$9,739,250	$3,782,336	$-1,072,744
2021	$11,735,727	$11,835,317	$4,936,971	$-99,590
2020	$12,369,984	$13,083,659	$6,579,964	$-713,675
2019	$12,670,340	$12,393,080	$5,504,955	$277,260
2018	$10,746,966	$11,485,029	$4,997,412	$-738,063

MOUNTAIN VALLEY CHILD AND FAMILY SERVICES INC