Civic Intelligence

Tri-Valley Nonprofit Alliance

EIN 47-4672151 • 501(c)3 • Livermore, CA

Profile

Providing advocacy, collaboration, and education to strengthen the nonprofit organizations enriching our communities.

164 N L StreetLivermore, CA 94550

www.tvnpa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.46x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.16x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

36th percentile

-1.1%

Higher net margin than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$112,710

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

16th percentile

-11%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

36%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$446,337

Down $54,929 (-11%) from 2023

Liabilities

Up

$204,393

Up $5,066 (+2.5%) from 2023

Net Assets

Down

$241,944

Down $59,995 (-20%) from 2023

Revenue

Up

$1,246,334

Up $330,262 (+36%) from 2023

Expenses

Up

$1,259,880

Up $368,197 (+41%) from 2023

Net Income

Down

-$13,546

Down $37,935 (-156%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2017: $41,939Liabilities 2017: $0Net Assets 2017: $41,9392017Assets 2018: $49,569Liabilities 2018: $0Net Assets 2018: $49,5692018Assets 2019: $58,659Liabilities 2019: $0Net Assets 2019: $58,6592019Assets 2020: $90,887Liabilities 2020: $16,300Net Assets 2020: $74,5872020Assets 2021: $141,124Liabilities 2021: $0Net Assets 2021: $141,1242021Assets 2022: $237,239Liabilities 2022: $304Net Assets 2022: $236,9352022Assets 2023: $501,266Liabilities 2023: $199,327Net Assets 2023: $301,9392023Assets 2024: $446,337Liabilities 2024: $204,393Net Assets 2024: $241,9442024

Highlighted filing

2024

Assets$446,337
Liabilities$204,393
Net Assets$241,944

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $65,192Expenses 2017: $46,596Net Income 2017: $18,5962017Revenue 2018: $92,272Expenses 2018: $84,642Net Income 2018: $7,6302018Revenue 2019: $134,796Expenses 2019: $125,706Net Income 2019: $9,0902019Revenue 2020: $140,950Expenses 2020: $125,022Net Income 2020: $15,9282020Revenue 2021: $216,357Expenses 2021: $150,070Net Income 2021: $66,2872021Revenue 2022: $479,746Expenses 2022: $383,789Net Income 2022: $95,9572022Revenue 2023: $916,072Expenses 2023: $891,683Net Income 2023: $24,3892023Revenue 2024: $1,246,334Expenses 2024: $1,259,880Net Income 2024: -$13,5462024

Highlighted filing

2024

Revenue$1,246,334
Expenses$1,259,880
Net Income-$13,546

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$1,255,991
Mission and Program Overview

Mission

Established in 2015 in livermore, california, the tri-valley nonprofit alliance serves organizations throughout the san francisco bay area.tri-valley nonprofit alliance (tvnpa) offers regular opportunities to meet and collaborate with peers to enhance the talents and strengthen the skills of the dedicated people who work and volunteer in the nonprofit sector. The organization provides industry-relevant seminars, collaborative discussions and networking opportunities at monthly meetings and events.tvnpa serves as a fiscal agent for the tri-valley anti-poverty collaborative (tvapc), a cross-sector collaboration formed to address issues of hidden poverty in the tri-valley area. Tvapc works to increase access to affordable housing in the region through media, planning and advocacy, and promotes multi-sector collaborations between health, education and food access the reduce the impact of poverty in the tri-valley.

Providing advocacy, collaboration, and education to strengthen the nonprofit organizations enriching our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$252,442$318,092▲ $65,650
Cash and Non-Interest-Bearing Accounts$178,422$102,889▼ $75,533
Land, Buildings, and Equipment, Net$16,613$12,626▼ $3,987
Prepaid Expenses and Deferred Charges$3,596$6,448▲ $2,852
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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-
Inventories for Sale or Use-$0-
Total Assets$501,266$446,337▼ $54,929
Other Assets Total$50,193$6,282▼ $43,911
Liabilities
Accounts Payable and Accrued Expenses$139,807$184,030▲ $44,223
Other Liabilities$59,520$20,363▼ $39,157
Total Liabilities$199,327$204,393▲ $5,066
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$68,136$191,256▲ $123,120
Net Assets With Donor Restrictions$233,803$50,688▼ $183,115
Total Net Assets Fund Balance$301,939$241,944▼ $59,995
Total Liabilities and Net Assets / Fund Balance$501,266$446,337▼ $54,929

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$12,626$7,310$19,936
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Katherine YoungPresident & CEOPT$112,710$112,710

Board Members and Trustees

NameTitle
Marti SuttonBoard Chair
Andrew GelbBoard Member
Barbara HeilmannBoard Member
James PaxsonBoard Member
Jen Lenard-bensonBoard Member
Mary Grace GomillaBoard Member
Reanna BradfordBoard Member
Susan HayesBoard Member
Valerie JonasSecretary
Christine DillmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,223,938
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$22,396
All Other Contributions
$460,215
Change in Net Assets
$-13,546

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,246,334
Revenue Not Reported on Form 990
$35,991
Total Revenue per Audited Statements
$1,282,325
Total Revenue per Form 990
$1,246,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$454,742
Other Expenses$425,096
Salaries, Compensation, and Employee Benefits$380,042
Total Fundraising Expense$48,983
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$454,742--$454,742
Other Salaries and Wages$160,767$18,696$28,590$208,053
Current Officers, Directors, Trustees, and Key Employees$90,168$11,271$11,271$112,710
Fees for Services Other$30,360$12,511$1,568$44,439
Occupancy$44,221--$44,221
All Other Expenses$30,594$4,827$384$35,805
Other Employee Benefits$26,285$2,248$2,447$30,980
Payroll Taxes$22,327$2,464$3,508$28,299
Other Expenses$18,228--$18,228
Office Expenses$9,250$2,093$826$12,169
Travel$2,790$128-$2,918
Insurance$1,533$1,251-$2,784
Advertising$494$200$389$1,083
Total Functional Expenses$1,155,208$55,689$48,983$1,259,880

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,295,871
Expenses per Audited Statements$1,259,880
Total Expenses per Form 990$1,259,880
Expenses Not Reported on Form 990$35,991
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cityserve of the Tri-valleyPleasanton, CA-General Assistance$156,184
Open Heart KitchenLivermore, CA-General Assistance$131,696
Axis Community HealthLivermore, CA-General Assistance$113,913
Tri-valley HavenLivermore, CA-General Assistance$52,949
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,953
Fundraising Direct Expenses$9,657
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Power of Giving$11,674$11,674$5,164$6,510
Other Events$9,279$9,279$4,493$4,786
Total Events$20,953$20,953$9,657$11,296
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
Unearned Revenue$12,203
Right of Use Liability$8,160
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

TVNPA HAS MEMBERS.

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

Form 990 is first reviewed by the executive committee, and next by the entire board for approval.

Form 990, Part VI, Section B, Line 12C

New board members received and sign conflict of interest and then board members receive and sign at annual board retreat.

Form 990, Part VI, Section B, Line 15A

Consistent with northern california nonprofit compensation survey.

Form 990, Part VI, Section C, Line 18

The organization makes its form 1023 and form 990 available to the public upon request.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Tri-valley Nonprofit Alliance
EIN
47-4672151
Phone
9256997323
Address
164 N L STREET, LIVERMORE, CA 94550

Signing Officer

Name
Katherine Young
Title
President & CEO
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Young
Formed
2015
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
18
Volunteers
40

Preparer

Firm
Maze & Associates
Address
3478 Buskirk Ave Ste 217, Pleasant Hill, CA 94523
Preparer
Vikki C Rodriguez
Phone
9252282800
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IRS990/Desc0COMMUNITY PROGRAMS: IN 2024, TVNPA CONTINUED TO STRENGTHEN ITS ROLE AS THE TRI-VALLEYS CENTRAL RESOURCE FOR NONPROFIT EDUCATION, COLLABORATION, AND ADVOCACY. TVNPA HOSTED TEN COMMUNITY PROGRAMS, INCLUDING TWO ANTI-POVERTY COLLABORATIVE PROGRAMS (DETAILS BELOW), SERVING MORE THAN 900 REGISTRANTS FROM NEARLY 200 ORGANIZATIONS. PROGRAMS ADDRESSED NONPROFIT LEADERSHIP, SPONSORSHIP, HOUSING, EMPLOYMENT LAW, FUNDRAISING, AND MEDIA STRATEGY, FEATURING REGIONAL EXPERTS AND NATIONAL THOUGHT LEADERS. ADDITIONAL ROUNDTABLES FOR EXECUTIVE DIRECTORS, DEVELOPMENT, FINANCE, AND OPERATIONS PROFESSIONALS PROVIDED ONGOING PEER LEARNING AND COLLABORATION OPPORTUNITIES. ANTI-POVERTY COLLABORATIVE (APC), LIVERMORE CONNECTS COALITION, AND SHARE:THE ANTI-POVERTY COLLABORATIVE (APC) ADVANCED REGIONAL ADVOCACY AND AWARENESS EFFORTS FOCUSED ON HOUSING, MENTAL HEALTH, AND ECONOMIC STABILITY. IN 2024, APC CONVENED LEADERS ACROSS SECTORS THROUGH EVENTS SUCH AS THE STATE OF HOUSING IN THE TRI-VALLEY: A DEEPER DIVE AND MENTAL HEALTH MATTERS, HELD AT ROSEWOOD COMMONS CONFERENCE CENTER. THESE PROGRAMS BROUGHT TOGETHER EXPERTS INCLUDING DR. THOMAS INSEL, ALEX BRISCOE, DR. KARYN TRIBBLE, AND LARA GREGORIO TO ADDRESS THE INTERSECTION OF FINANCIAL INSTABILITY AND MENTAL HEALTH, EMPHASIZING COLLECTIVE SOLUTIONS THAT SUPPORT COMMUNITY WELL-BEING. APC CONTINUED TO ELEVATE ISSUES AFFECTING VULNERABLE POPULATIONS AND FOSTER COLLABORATION AMONG NONPROFIT, BUSINESS, AND GOVERNMENT PARTNERS. UNDER APC, THE LIVERMORE CONNECTS COALITION COMPLETED ITS SECOND YEAR OF IMPLEMENTATION, DELIVERING MORE THAN 50,000 SERVICES TO UNDERSERVED RESIDENTS IN NORTH LIVERMORE THROUGH COORDINATED OUTREACH AND RESOURCE NAVIGATION. IN 2024, TVNPA ALSO LAUNCHED THE SHARE (SEXUAL HEALTH AWARENESS AND RESOURCE EDUCATION) PROGRAM, WHICH UNITED COALITION PARTNERS TO PROMOTE SEXUAL HEALTH EDUCATION AND ACCESS TO PREVENTION AND TREATMENT RESOURCES. IN ITS FIRST YEAR, SHARE REACHED MORE THAN 10,000 RESIDENTS THROUGH COMMUNITY EVENTS, HEALTH FAIRS, AND TARGETED OUTREACH CAMPAIGNS.COMMONPOINT NONPROFIT CENTER (CPNC):THE COMMONPOINT NONPROFIT CENTER HOSTED 25 ON-SITE AND VIRTUAL OFFICE TENANTS AND FACILITATED MORE THAN 800 HOURS OF CONFERENCE ROOM USE FOR NONPROFIT ORGANIZATIONS. VOLUNTEERS CONTINUED TO EXPAND TVNPAS CAPACITY BY CONTRIBUTING MORE THAN 100 HOURS OF SERVICE, INCLUDING EVENT SUPPORT AND PRO BONO SPEAKER PARTICIPATION. TRI-VALLEY NONPROFIT FUND (TVNF):IN 2024, TVNPA ADVANCED LOCAL PHILANTHROPY THROUGH THE TRI-VALLEY NONPROFIT FUND, AWARDING A TOTAL OF $100,000 IN COMMUNITY GRANTS TO 32 ORGANIZATIONS ACROSS MULTIPLE GRANT CYCLES. GRANTS RANGED FROM $1,000 TO $5,000 AND SUPPORTED HIGH-IMPACT PROGRAMS SERVING TRI-VALLEY RESIDENTSINCLUDING ESSENTIAL SERVICES SUCH AS FOOD AND HOUSING SUPPORT, MENTAL AND BEHAVIORAL HEALTH, YOUTH DEVELOPMENT, AND ARTS AND COMMUNITY ENGAGEMENT. TVNFS STREAMLINED APPLICATION AND COMMUNITY-REVIEW PROCESS PRIORITIZED ORGANIZATIONS ADDRESSING URGENT NEEDS AND BUILDING LONG-TERM CAPACITY, HELPING SUSTAIN A STRONG, COMMUNITY-WIDE NONPROFIT ECOSYSTEM IN THE TRI-VALLEY. TRI-VALLEY AIR QUALITY CLIMATE ALLIANCE (TVAQCA):THE TRI-VALLEY AIR QUALITY CLIMATE ALLIANCE CONTINUED ITS MISSION TO IMPROVE REGIONAL AIR QUALITY AND PROMOTE PUBLIC HEALTH. IN 2024, THE ALLIANCE WORKED WITH LOCAL MUNICIPALITIES TO ADVANCE CLIMATE ACTION PLANS AND SUPPORT COMMUNITY EDUCATION ON AIR QUALITY AND ENVIRONMENTAL HEALTH. THROUGH OUTREACH AND COLLABORATION, TVAQCA IDENTIFIED STRATEGIC OPPORTUNITIES TO ALIGN CLEANER AIR WITH IMPROVED COMMUNITY HEALTH OUTCOMES, REFLECTING TVNPAS ONGOING COMMITMENT TO FOSTERING A SUSTAINABLE AND HEALTHY TRI-VALLEY REGION.
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