Tri-Valley
Tri-Valley reported $35.8 million in revenue and $35.5 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $91.68 went to program services, $8.32 to management and general costs and $0.00 to fundraising. Its largest source of revenue was contributions and grants: 63.5% of the total. Government grants made up 58.7%. The highest compensation it reported for one person was $210,923 (CHIEF EXECUTIVE OFFICER). 2 people received more than $100,000 in reportable compensation. Revenue rose 43% between FY2020 and FY2025. Source: Form 990, FY2025.
Where $100 of spending went
The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $36MFor context, the median across 5,634 covered health care charities: $86.19 programs, $13.81 management, $0.00 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $36MThe 990 scorecard · same measures for every charity, no grades
| Measure | FY2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 91.7% | 85.6% |
| Management & general Part IX 25(C) ÷ 25(A) | 8.3% | 13.7% |
| Fundraising Part IX 25(D) ÷ 25(A) | 0.0% | 0.0% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.00 | $0.00 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 63.5% | 1.3% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 58.7% | 0.1% |
| Program service revenue share Part VIII 2g ÷ 12 | 35.8% | 93.7% |
| Highest reported compensation Part VII-A, columns D–F | $210,923 | $975,831 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 0.59% | 1.34% |
| People paid over $100,000 Part VII, line 2 | 2 | 27 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 3.5 | 6.6 |
| Independent voting board members Part VI 1a–1b | 13 of 13 | 88.9% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
FY2025 · Form 990, Part III · the three largest programs by expenseState funded home care - provides community based services to the elderly, including case management
Adult family care and personal care attendants - provides family living as an alternative to institutional care. The program matches participants with caregivers who provide 24-hour support in their homes or allows consumers to select, train and employ their own caregivers with support from social workers and nursing staff
Senior care options - combines health service fee with social support services by coordinating care and specialized geriatric support services, along with respite care for families and caregivers
Highest reported compensation
FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| CHIEF EXECUTIVE OFFICER Officer, 35.00 hrs/week | $175,707 | $0 | $35,216 | $210,923 |
| FORMER CHIEF FINANCIAL OFFICER Former, 35.00 hrs/week | $100,982 | $0 | $22,780 | $123,762 |
2 people received more than $100,000 in reportable compensation from Tri-Valley (Part VII, line 2). Compensation of current officers, directors and key employees totaled $358K (Part IX, line 5).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b13 · 13 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 5328
- Volunteers Part I, line 6375
Largest outside contractors
FY2025 · Form 990, Part VII, Section B · businesses only| TEMPUS UNLIMITED Cdc/admin task | $2,371,552 |
| MEDICAL RESOURCES HOME HEALTH CORP DB Home care | $1,623,209 |
| INDEPENDENCE HEALTHCARE CORP Home care | $1,394,164 |
| CHARTWELLS DINING SERVICES Catering | $1,304,599 |
| ABBY HOMECARE SOLUTIONS Home care | $1,150,573 |
Individuals listed as contractors are left out. 27 contractors were paid more than $100,000 in all.
Private foundation grants it received
6 private foundations reported grants to Tri-Valley totaling $59,293 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.
Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.
Correct a figure or respond
Every number above is copied from Tri-Valley's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Tri-Valley, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 Tri-Valley spent in FY2025, $91.68 went to programs. The full breakdown, from its IRS Form 990:
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Similar-sized charities in this cause
- Santa Ynez Valley Cottage HospitalSanta Barbara, CA · revenue $36M · programs 86.1% · 2024
- Creighton University Arizona Health Education AlliancePhoenix, AZ · revenue $36M · programs 98.7% · FY2025
- Planned Parenthood of WisconsinMilwaukee, WI · revenue $36M · programs 79.4% · FY2025
- Meridian HospiceOak Brook, IL · revenue $36M · programs 56.5% · 2024
- Providence Portland Medical FoundationPortland, OR · revenue $36M · programs 94.8% · 2024
All health care charities · Largest charities in Massachusetts
Questions people ask
How much of Tri-Valley's spending goes to programs?
In the fiscal year ending June 30, 2025, Tri-Valley reported that 91.7% of its $35.5 million in expenses went to program services, 8.3% to management and general and 0.0% to fundraising (Form 990, Part IX).
How much does Tri-Valley pay its top executive?
The largest total compensation Tri-Valley reported for one person in the fiscal year ending June 30, 2025 was $210,923, for the role of CHIEF EXECUTIVE OFFICER (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does Tri-Valley get its money?
Of $35.8 million in revenue in the fiscal year ending June 30, 2025, 63.5% came from contributions and grants (including 58.7% from government grants) and 35.8% from program service revenue (Form 990, Part VIII).
Is Tri-Valley a registered charity?
The IRS lists EIN 04-2594201 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202503539349300210 · read the filing · XML
- FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202520459349301522 · read the filing
- FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202400769349300620 · read the filing
- FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202300659349301520 · read the filing
- FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202220889349300852 · read the filing
- FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202100399349300925 · read the filing
All filings for EIN 04-2594201: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.