Civic Intelligence

Northwest Valley Connect

990 • Fiscal year 2023 • EIN 46-4635030

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

PO Box 9303Surprise, AZ 85374

(623) 282-9300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-48%

Higher net margin than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

8th percentile

-63%

Faster asset growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$125,080

Down $209,527 (-63%) from 2022

Net Assets

Down

$125,079

Down $154,793 (-55%) from 2022

Liabilities

Down

$1

Down $54,734 (-100%) from 2022

Revenue

Down

$444,109

Down $150,833 (-25%) from 2022

Expenses

Up

$658,060

Up $153,556 (+30%) from 2022

Net Income

Down

-$213,951

Down $304,389 (-337%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0-$100KAssets 2014: $4,329Liabilities 2014: $8,393Net Assets 2014: -$4,0642014Assets 2015: $4,627Liabilities 2015: $34,720Net Assets 2015: -$30,0932015Assets 2016: $91,865Liabilities 2016: $54,910Net Assets 2016: $36,9552016Assets 2017: $202,259Liabilities 2017: $46,207Net Assets 2017: $156,0522017Assets 2018: $152,030Liabilities 2018: $45,329Net Assets 2018: $106,7012018Assets 2019: $101,170Liabilities 2019: $32,818Net Assets 2019: $68,3522019Assets 2020: $175,867Liabilities 2020: $57,215Net Assets 2020: $118,6522020Assets 2021: $271,922Liabilities 2021: $13,055Net Assets 2021: $258,8672021Assets 2022: $334,607Liabilities 2022: $54,735Net Assets 2022: $279,8722022Assets 2023: $125,080Liabilities 2023: $1Net Assets 2023: $125,0792023

Highlighted filing

2023

Assets$125,080
Liabilities$1
Net Assets$125,079

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $50,040Expenses 2014: $54,104Net Income 2014: -$4,0642014Revenue 2015: $71,071Expenses 2015: $97,100Net Income 2015: -$26,0292015Revenue 2016: $206,132Expenses 2016: $139,084Net Income 2016: $67,0482016Revenue 2017: $315,885Expenses 2017: $196,788Net Income 2017: $119,0972017Revenue 2018: $223,336Expenses 2018: $272,688Net Income 2018: -$49,3522018Revenue 2019: $275,088Expenses 2019: $313,437Net Income 2019: -$38,3492019Revenue 2020: $317,427Expenses 2020: $267,451Net Income 2020: $49,9762020Revenue 2021: $519,442Expenses 2021: $360,692Net Income 2021: $158,7502021Revenue 2022: $594,942Expenses 2022: $504,504Net Income 2022: $90,4382022Revenue 2023: $444,109Expenses 2023: $658,060Net Income 2023: -$213,9512023

Highlighted filing

2023

Revenue$444,109
Expenses$658,060
Net Income-$213,951
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$444,109
Mission and Program Overview

Mission

Providing transportation options for seniors age 60 plus.

To provide transportation services to seniors, adults with disabilities and veterans who have no other means of transportation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$252,659$59,702▼ $192,957
Land, Buildings, and Equipment, Net$58,505$29,218▼ $29,287
Inventories for Sale or Use$20,169$20,169→ $0
Accounts Receivable$3,274$15,991▲ $12,717
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$334,607$125,080▼ $209,527
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$50,061--
Unsecured Notes Loans Payable$4,674--
Other Liabilities-$1-
Total Liabilities$54,735$1▼ $54,734
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$279,872$125,079▼ $154,793
Total Net Assets Fund Balance$279,872$125,079▼ $154,793
Total Liabilities and Net Assets / Fund Balance$334,607$125,080▼ $209,527

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,218$148,072$177,290
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$394,562
Program Service Revenue
$49,008
Investment Income
$0
Other Revenue
$539
All Other Contributions
$378,786
Change in Net Assets
$-213,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$473,622
Salaries, Compensation, and Employee Benefits$184,438
Total Fundraising Expense$9,146
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$92,114$30,705-$122,819
Insurance$31,013$10,338-$41,351
Current Officers, Directors, Trustees, and Key Employees$27,882$9,294-$37,176
Information Technology$23,971$7,990-$31,961
Depreciation Depletion$22,069$7,356-$29,425
Payroll Taxes$10,893$3,631-$14,524
Occupancy$9,208$3,069-$12,277
Other Employee Benefits$7,439$2,480-$9,919
Fees for Services Accounting$6,975$2,325-$9,300
Advertising$6,386-$2,129$8,515
Office Expenses$4,717$1,572-$6,289
Other Expenses$51,542$36,637$5,897$5,897
All Other Expenses$876$954$1,120$2,950
Fees for Services Legal$1,234$411-$1,645
Travel$69--$69
Total Functional Expenses$532,152$116,762$9,146$658,060
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Northwest Valley Connect
EIN
46-4635030
Phone
6232829300
Address
PO Box 9303, Surprise, AZ 85374

Signing Officer

Name
Alisa Chatinsky
Title
Executive Director
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
15
Volunteers
20

Preparer

Firm
Aniles and Company PLLC
Address
3033 N Central Ave Suite 615, Phoenix, AZ 85012
Preparer
Susan Martin
Phone
4803004993
Supplemental Narrative

Additional Explanations

Part 1 Line 1

To provide free or low-cost transportation services to seniors, adults with disabilities and veterans who have no other means of transportation.

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IRS990/Desc0Since 2014 Northwest Valley Connect has assisted low-income seniors, veterans, and people with disabilities who do not have access to, or cannot afford, transportation. Serving the cities of Peoria, El Mirage, Sun City, Sun City West, Surprise and Youngtown, our mission is to provide mobility options empowering the people we serve to take care of their healthcare needs, maintain independence, and participate more fully in community life. More than 60 percent of NVCs clients have an annual income less than $30,000 and 80 percent of our clients are over the age of 65. Over the past year, the new administration has guided NVC and its board of directors through a comprehensive organizational assessment, making appropriate modifications to increase ridership and better meet the transportation needs in our community. Through the assessment, we gleaned invaluable insights into our strengths, challenges, and areas for improvement. After conducting a series of one-on-one interviews with key stakeholders and a thorough examination of our programs, people, finances and systems, we have put key strategies in place for enhancing our sustainability and impact, while being more scrupulous in how we set, measure and meet our goals. Significant progress was made in the last year in several areas, including re-building the administrative and service delivery teams, resuming rider enrollments, enhancing our organizational capacity, and attracting new funding from Virginia G. Piper Charitable Trust, BHHS Legacy Foundation, Vitalyst Health Foundation and APS. Additionally, we have embarked on initiatives to strengthen our volunteer program and improve our operational processes such as call center management and accounting practices.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0394562
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0394562
IRS990ScheduleA/TotalSupportAmt0394562
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt029218
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0148072
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0177290
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029218
IRS990ScheduleD/TotalLiabilityAmt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2To provide free or low-cost transportation services to seniors, adults with disabilities and veterans who have no other means of transportation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part 1 Line 1
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0334607
IRS990/TotalAssetsEOYAmt0125080
IRS990/TotalAssetsGrp/BOYAmt0334607
IRS990/TotalAssetsGrp/EOYAmt0125080
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0394562
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09146
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0116762
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0532152
IRS990/TotalFunctionalExpensesGrp/TotalAmt0658060
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054735
IRS990/TotalLiabilitiesEOYAmt01
IRS990/TotalLiabilitiesGrp/BOYAmt054735
IRS990/TotalLiabilitiesGrp/EOYAmt01
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0279872
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125079
IRS990/TotalProgramServiceExpensesAmt0532152
IRS990/TotalProgramServiceRevenueAmt049008
IRS990/TotalRevenueGrp/ExclusionAmt049547
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0444109
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0334607
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0125080
IRS990/TravelGrp/ProgramServicesAmt069
IRS990/TravelGrp/TotalAmt069
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt04674
IRS990/USAddress/AddressLine1Txt0PO Box 9303
IRS990/USAddress/CityNm0Surprise
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085374
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alisa Chatinsky
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Northwest Valley Connect
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0464635030
ReturnHeader/Filer/PhoneNum06232829300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 9303
ReturnHeader/Filer/USAddress/CityNm0Surprise
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085374
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823054499
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aniles and Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03033 N Central Ave Suite 615
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085012
ReturnHeader/PreparerPersonGrp/PhoneNum04803004993
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Martin
ReturnHeader/ReturnTs02024-05-14T12:23:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Chatinsky
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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