Tri-Valley Haven For Women

Nonprofit profile at a glance

EIN
942462357
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Livermore, CA, USA
Phone
9254495845
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$6,850,985
Expenses
$5,774,042
Assets
$9,158,580
Liabilities
$949,801

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • Andrea Brooks (President)
  • Kimberly Fillmore (Vice President)
  • Christine Dillman (Executive Director)

Highest reported compensation

  • Christine Dillman (Executive Director): $143,914 total reported compensation
  • Carmen McKee (Dir. of Finance & Compliance): $123,065 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Tri-Valley Haven for Women provides emergency shelter and services for survivors and their children who are victims of domestic violence, sexual assault, homelessness, and poverty. Tri-Valley offers a variety of supplemental services including case management, counseling, life-skill classes, and community education to individuals and families in need.

What it reported doing in 2024

Domestic Violence Services: These services include Domestic Violence Shelter, a 24-Hour Domestic Violence & Sexual Assault Crisis Hotline, Case Management, Advocacy, Legal Assistance, and Housing Assistance. Tri-Valley Haven provided emergency domestic violence shelter services for 170 residents (survivors and children); 7,843 bed nights; 1,079 units of counseling, group counseling, & support services; 3,177 crisis calls; 457 units of legal advocacy/assistance; 68 individuals served at the restraining order clinic; 338 volunteers provided 13,263 hours of crisis response, counseling, and supportive services to Tri-Valley Haven clients and programs.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 94
  • Accountability: 100
  • Sustainability: 63
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 70.1%; rating input score 70
  • Program expense ratio: 83.7%; rating input score 84
  • Fundraising efficiency: $35.56 raised per $1 spent on fundraising; rating input score 72; 72nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 15.7%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 1.59; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: 0.1; rating input score 58; 58th percentile among comparable filings
  • Officer compensation ratio: 4.6%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 9.2% per year; rating input score 100; 61st percentile among comparable filings
  • Revenue growth: 10.3% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 17.2% per year; rating input score 100; 79th percentile among comparable filings

Details

  • Where the money goes: 70.1% of revenue deployed · 83.7% of spending went to programs
  • Governance: 13 of 13 board members independent · 8 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $4.8M in reported program spending
  • Leadership: top reported pay $144K · 15 people listed
  • Highest-paid contractors: 2 contractors listed · $370K reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • Review — Sustainability: Liabilities to assets ratio scored 58/100.