Valley Oak SPCA (EIN 942770238) - 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

Lydia House

Phone

5596511111

Tax Period

2023-01-01 to 2023-12-31

Valley Oak SPCA, founded in 1982, is a community nonprofit in the Animal-Related sector that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $1.6M left a modest 8% surplus.

Mission

Society for the prevention of cruelty to animals.

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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 $330,048

Program Service Revenue $1,428,307

Investment Income $883

Other Revenue $13,999

TOTAL REVENUE $1,773,237

Expense Breakdown

Grants Paid $0

Salaries & Benefits $888,458

Fundraising Expenses $0

Program Expenses $1,512,795

Other Expenses $751,432

TOTAL EXPENSES $1,639,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,773,237	$2,250,799	-0.2%
Expenses	$1,639,890	$1,507,015	+0.1%
Net Income	$133,347	$743,784	-0.8%

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

100

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
Matthew Davis	Director	4.00	Director	$0	$0	$0
Tamara Johnson	Director	2.00	Director	$0	$0	$0
Lydia House	President	4.00	Officer	$0	$0	$0
Carrie Groover	Secretary/Treas	1.00	Officer	$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
2024	No data	No data	No data	No data
2023	$1,773,237	$1,639,890	$2,685,078	$133,347
2022	$2,250,799	$1,507,015	$2,613,745	$743,784
2022	$2,250,799	$1,507,015	$2,613,745	$743,784
2021	$1,854,317	$1,599,548	$1,973,866	$254,769
2020	$1,366,741	$1,313,127	$1,980,875	$53,614
2019	$1,298,308	$1,381,880	$1,924,254	$-83,572
2018	$2,172,619	$1,230,012	$1,986,400	$942,607

Valley Oak SPCA