Mathew H Valenza Foundation (EIN 208936395) - 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

2007

Legal Domicile

Principal Officer

Barbara Valenza

Phone

5163266200

Tax Period

2022-04-01 to 2023-03-31

Mathew H Valenza Foundation, founded in 2007, is a small nonprofit that reported $184K in total revenue in fiscal year 2022. Revenue surged 9058% from the prior year, signaling strong growth momentum. The organization ran a surplus of $170K, a strong 92% operating margin.

Mission

To provide scholarships to eligible students in memory of Mathew H. Valenza. To provide financial assistance to families experiencing a tragic event or period of financial difficulty. To support community youth athletic organizations, and other non-profit organizations. All in memory of Mathew H. Valenza.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $184,074

Other Revenue $0

TOTAL REVENUE $184,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $13,999

TOTAL EXPENSES $13,999

Year-over-Year Comparison

	2022	2021	Change
Revenue	$184,074	$2,010	+90.6%
Expenses	$13,999	$9,753	+0.4%
Net Income	$170,075	$-7,743	-23.0%

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	Role	Reportable Comp	Other Comp	Total
Barbara Valenza	Trustee	Director	$0	$0	$0
Mary Schaetzle	Trustee	Director	$0	$0	$0
Carl Schaetzle	Trustee	Director	$0	$0	$0
Lauren Brady-Russell	Trustee	Director	$0	$0	$0
Andrea Garcia	Trustee	Director	$0	$0	$0
Brian Hauswirth	Trustee	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
2023	$184,074	$13,999	No data	$170,075
2022	$2,010	$9,753	$583,404	$-7,743
2021	$10,323	$16,154	$513,864	$-5,831
2020	$11,549	$9,320	$403,574	$2,229
2019	$18,270	$22,638	$441,004	$-4,368

Mathew H Valenza Foundation