VALLEY VISION

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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

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.

Program Service Accomplishments

Program 1

Expenses: $6,530,351

HEALTHY COMMUNITIES: VALLEY VISION WORKS COMPREHENSIVELY TO ADDRESS ALL BARRIERS TO LIVING A HEALTHY LIFE, INCLUDING ACCESS TO HEALTHCARE, TRANSPORTATION, SAFETY, EDUCATION, AND COMMUNITY AMENITIES. VALLEY VISION WORKED WITH THE STATE OF CALIFORNIA TO IMPLEMENT LISTOS CALIFORNIA, A STATEWIDE EFFORT TO BOOST DISASTER PREPAREDNESS, RESONSE, AND RECOVERY AMONG THE STATES MOST DISADVANTAGED COMMUNITIES. WE ALSO LED THE HOUSING STANISLAUS PROJECT, WHICH IS CREATING A PLAN FOR STIMULATING HOUSING DEVELOPMENT IN STANISLAUS COUNTY.

Program 2

Expenses: $3,309,317

CIVIC LEADERSHIP AND ENGAGEMENT: VALLEY VISION TACKLES TOUGH, SYSTEMIC ISSUES THAT TRANSEND BUSINESS AND POLITICAL CYCLES. OUR HIGHLY RESPECTED RESEARCH UNIT IS RESPONSIBLE FOR PRODUCING SOUND DATA TO INFORM THE DECISIONS OF LEADERS AND ELECTED OFFICIALS, AND TO SET THE REGION ON A PATH TOWARD A MORE LIVABLE FUTURE. IN THE PAST YEAR, WE ENGAGED THE COMMUNITY AND INFORMED DECISION MAKERS WITH PUBLISHED PUBLIC OPINION POLLS ON LIVABILITY FACTORS IN THE REGION. TO SHARE FINDINGS, VALLEY VISION HELD A LIVABLITY SUMMIT ATTENDED BY NEARLY 400 CIVIC AND COMMUNITY LEADERS TO TALK ABOUT SOLUTIONS TO COMMUNITY CHALLENGES. VALLEY VISION ALSO SERVED AS THE BACKBONE ORGANIZATION FOR THE STATE OF CALIFORNIA'S COMMUNITY ECONOMIC RESILIENCE FUND, A REGIONAL EFFORT TO FOSTER INCLUSIVE ECONOMIC DEVELOPMENT.

Program 3

Expenses: $346,750

CLEAN ECONOMY: VALLEY VISION IS WORKING TO ADDRESS OUR ENVIRONMENTAL CHALLENGES AT A SYSTEMS LEVEL, IN A MANNER COMPATIBLE WITH IMPROVING PUBLIC HEALTH AND ENSURING ECONOMIC PROSPERITY FOR ALL...

CLEAN ECONOMY: VALLEY VISION IS WORKING TO ADDRESS OUR ENVIRONMENTAL CHALLENGES AT A SYSTEMS LEVEL, IN A MANNER COMPATIBLE WITH IMPROVING PUBLIC HEALTH AND ENSURING ECONOMIC PROSPERITY FOR ALL. CLIMATE CHANGE IS A GLOBAL PROBLEM TIED TO LOCAL POLICIES AND ACTIONS. THROUGH OUR MANAGEMENT OF THE CLEANER AIR PARTNERSHIP AND MORE, WE ARE HELPING THE SACRAMENTO REGION ACHIEVE EMISSIONS REDUCTIONS AND IMPROVE HEALTH OUTCOMES TO PROTECT LIVES AND SUPPORT A THRIVING ECONOMY. VALLEY VISION LEADS A GROUP OF LOCAL ORGANIZATION IN THE SACRAMENTO NEIGHBORHOODS ACTIVATING ON AIR QUALITY PROJECT, WHICH EMPOWER RESIDENTS TO IDENTIFY SOLUTIONS FOR ACHIEVING CLEANER AIR. WE'VE ALSO UNDERTAKEN A ZERO EMISION HYDROGEN LOCOMOTIVE PILOT IN WEST SACRAMENTO.

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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 $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

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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

$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
2025	No data	No data	No data	No data
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