DEDHAM VNA FOUNDATION INC (EIN 042104145) - Form 990 Financial Analysis & Trantor Score

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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

1980

Legal Domicile

Principal Officer

CAROL READ

Phone

5082595043

Tax Period

2024-01-01 to 2024-12-31

DEDHAM VNA FOUNDATION INC, founded in 1980, is a small nonprofit that reported $426K in total revenue in fiscal year 2024. Revenue surged 382% from the prior year, signaling strong growth momentum. The organization ran a surplus of $305K, a strong 72% operating margin.

Mission

HOLD TITLE TO INVESTMENTS

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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 $0

Program Service Revenue $0

Investment Income $425,589

Other Revenue $0

TOTAL REVENUE $425,589

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $120,340

TOTAL EXPENSES $120,340

Year-over-Year Comparison

	2024	2023	Change
Revenue	$425,589	$88,353	+3.8%
Expenses	$120,340	$120,488	0.0%
Net Income	$305,249	$-32,135	-10.5%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL READ	PRESIDENT	000.25	Officer Director	$0	$0	$0
MONICA DE WINTER	TREASURER	000.25	Officer Director	$0	$0	$0
KATHLEEN LOZANO	CLERK	000.25	Officer Director	$0	$0	$0
CARLOS MAHACHA	DIRECTOR	000.25	Director	$0	$0	$0
MAURA POWERS	DIRECTOR	000.25	Director	$0	$0	$0
KATHERINE REDA	DIRECTOR	000.25	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
2024	$425,589	$120,340	$4,436,665	$305,249
2023	$88,353	$120,488	$3,981,036	$-32,135
2022	$86,398	$102,156	$3,444,186	$-15,758
2021	$169,487	$89,680	$4,070,383	$79,807
2020	$4,302	$82,919	$3,457,478	$-78,617
2019	$175,170	$91,504	$3,261,360	$83,666
2018	$113,215	$88,451	$2,653,554	$24,764

DEDHAM VNA FOUNDATION INC