VALLEY VISION (EIN 943214572) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

EVAN SCHMIDT

Phone

9163251630

Tax Period

2024-01-01 to 2024-12-31

VALLEY VISION, founded in 1994, is a mid-sized nonprofit in the Community Improvement sector that reported $12.2M in total revenue in fiscal year 2024.

Mission

VALLEY VISION IS A CIVIC LEADERSHIP ORGANIZATION DEDICATED TO IMPROVING THE LIVABILITY OF THE SACRAMENTO REGION THROUGH RESEARCH AND ACTION, WE COLLABORATE ON BOLD, LONG-TERM SOLUTIONS THAT IMPROVE PEOPLE'S LIVES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $424,547

Program Service Revenue $11,821,943

Investment Income $4,709

Other Revenue $-22,394

TOTAL REVENUE $12,228,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,099,160

Fundraising Expenses $0

Program Expenses $10,950,289

Other Expenses $9,927,833

TOTAL EXPENSES $12,026,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,228,805	$12,833,454	0.0%
Expenses	$12,026,993	$12,787,435	-0.1%
Net Income	$201,812	$46,019	+3.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$282,420

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVAN SCHMIDT	CEO	40.00	Officer	$270,861	$11,559	$282,420
TRISH KELLY	MANAGING DIR	40.00	Highest	$147,650	$6,833	$154,483
RENEE JOHN	MANAGING DIR	40.00	Highest	$126,398	$19,018	$145,416
ALAN LANGE	COO	40.00	Highest	$135,657	$5,426	$141,085
GINA LUJAN ARMSTRONG	DIRECTOR	3.00	Director	$0	$0	$0
CHRISTOPHER CALLAHAN	DIRECTOR	3.00	Director	$0	$0	$0
GEORGE CLAIRE	DIRECTOR	3.00	Director	$0	$0	$0
JOHN COSTA	DIRECTOR	3.00	Director	$0	$0	$0
LINDA CUTLER	DIRECTOR	3.00	Director	$0	$0	$0
JEFF DORSO	DIRECTOR	3.00	Director	$0	$0	$0
WILLIAM DUNCAN	DIRECTOR	3.00	Director	$0	$0	$0
DAWNTE EARLY	DIRECTOR	3.00	Director	$0	$0	$0
GAYLE GARBOLINO-MOJICA	DIRECTOR	3.00	Director	$0	$0	$0
SHAWN HARRISON	DIRECTOR	3.00	Director	$0	$0	$0
CHET HEWITT	DIRECTOR	3.00	Director	$0	$0	$0
JAMES JORDAN	DIRECTOR	3.00	Director	$0	$0	$0
BRIAN KING	DIRECTOR	3.00	Director	$0	$0	$0
PAUL LAU	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL LYNCH	DIRECTOR	3.00	Director	$0	$0	$0
GARRY MAISEL	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL MARION	DIRECTOR	3.00	Director	$0	$0	$0
GARY MAY	DIRECTOR	3.00	Director	$0	$0	$0
KIMBERLY MENZEL	DIRECTOR	3.00	Director	$0	$0	$0
JAHMAL MILLER	DIRECTOR	3.00	Director	$0	$0	$0
CHELSEA CARBOHAL MINOR	DIRECTOR	3.00	Director	$0	$0	$0
CLAY NUTTING	DIRECTOR	3.00	Director	$0	$0	$0
MEGHAN PHILLIPS	DIRECTOR	3.00	Director	$0	$0	$0
LORI RIANDA	DIRECTOR	3.00	Director	$0	$0	$0
RANDY SATER	DIRECTOR	3.00	Director	$0	$0	$0
SCOTT SHAPIRO	DIRECTOR	3.00	Director	$0	$0	$0
MICHELLE SKINNER	DIRECTOR	3.00	Director	$0	$0	$0
ERICA TAYLOR	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
TAYLOR TOLEDO	DIRECTOR	3.00	Director	$0	$0	$0
LOUISE WALKER	TREASURER	3.00	Officer Director	$0	$0	$0
KERRY WOOD	DIRECTOR	3.00	Director	$0	$0	$0
LUKE WOOD	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
2024	$12,228,805	$12,026,993	$6,505,736	$201,812
2023	$12,833,454	$12,787,435	$4,042,868	$46,019
2022	$3,489,872	$3,537,835	$2,130,228	$-47,963
2021	$4,632,311	$4,510,913	$1,459,627	$121,398
2020	$13,896,991	$13,434,638	$3,765,516	$462,353
2019	$2,457,094	$2,251,144	$1,136,021	$205,950
2018	$2,049,913	$2,018,654	$793,610	$31,259

VALLEY VISION