THE VALEO FOUNDATION INC (EIN 205077399) - 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

2006

Legal Domicile

Principal Officer

JOHN C TROTT

Phone

3172186000

Tax Period

2019-07-01 to 2020-06-30

THE VALEO FOUNDATION INC, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $157K in total revenue in fiscal year 2019. Revenue surged 1134% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 64% operating margin.

Mission

THE FOUNDATION SOLICITS CONTRIBUTIONS FROM CLIENTS ASSOCIATED WITH VALEO FINANCIAL ADVISORS LLC AS WELL AS OTHER INDIVIDUALS. THE FOUNDATIN WILL THEN PROVIDE DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS OR AGENCIES PROMOTING OR SUPPORTING SOCIAL JUSTICE, SOCIAL CONCERNS, EDUCATIONAL OR RELIGIOUS ORGANIZATIONS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $146,520

Program Service Revenue $0

Investment Income $10,512

Other Revenue $0

TOTAL REVENUE $157,032

Expense Breakdown

Grants Paid $53,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,600

Other Expenses $3,393

TOTAL EXPENSES $56,993

Year-over-Year Comparison

	2019	2018	Change
Revenue	$157,032	$12,726	+11.3%
Expenses	$56,993	$28,810	+1.0%
Net Income	$100,039	$-16,084	-7.2%

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
P RICHARD EVANS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN C TROTT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN T WORTMAN	DIRECTOR	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
2020	$157,032	$56,993	$288,315	$100,039

THE VALEO FOUNDATION INC