HOSPICE OF THE VALLEY FOUNDATION (EIN 201578523) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

CONNIE SCHULTZ

Phone

2563505585

Tax Period

2023-01-01 to 2023-12-31

HOSPICE OF THE VALLEY FOUNDATION, founded in 2004, is a small nonprofit in the Human Services sector that reported $189K in total revenue in fiscal year 2018. Revenue fell 50% from the prior year — a significant decline worth monitoring.

Mission

TO SUPPORT THE HOSPICE OF THE VALLEY, INC. AND PALLIATIVE CARE PARTNERS, INC.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $171,324

Program Service Revenue $0

Investment Income $126,090

Other Revenue $18,070

TOTAL REVENUE $315,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$315,484	$334,714	-0.1%
Expenses	N/A	$362,532	-1.0%
Net Income	N/A	$-27,818	N/A

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

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
MATT YOUNG	PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI HO-TUNG	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
WENDY TAYLOR	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY ELLEN LITTRELL	TREASURER	1.00	Officer Director	$0	$0	$0
ALI PROPST	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY MORGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RONNIE DUKES	BOARD MEMBER	1.00	Director	$0	$0	$0
GLENN STOKES JR	BOARD MEMBER	1.00	Director	$0	$0	$0
NICKI TAYLOR	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2023	$315,484	No data	$2,580,884	No data
2022	$334,714	$362,532	$2,265,400	$-27,818
2021	$322,981	$109,999	$2,293,218	$212,982
2020	$206,893	No data	$2,080,236	No data
2019	$354,352	No data	$1,873,343	No data
2018	$189,481	No data	$1,518,991	No data

HOSPICE OF THE VALLEY FOUNDATION