FOUNDATION OF THE UNIVERSITY OF THE VALLEY OF GUATEMALA (EIN 222171258) - 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

1977

Legal Domicile

Principal Officer

BRUCE WHARTON

Phone

6077371996

Tax Period

2024-01-01 to 2024-12-31

FOUNDATION OF THE UNIVERSITY OF THE VALLEY OF GUATEMALA, founded in 1977, is a community nonprofit in the International Affairs sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. Net assets of $5.0M represent 36 months of operating reserves.

Mission

TO IMPROVE THE EDUCATION AND INCREASE THE AVAILABILITY OF SCHOLARSHIPS TO GUATEMALAN STUDENTS.

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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 $1,482,540

Program Service Revenue $0

Investment Income $216,168

Other Revenue $0

TOTAL REVENUE $1,698,708

Expense Breakdown

Grants Paid $1,405,067

Salaries & Benefits $85,667

Fundraising Expenses $105,559

Program Expenses $1,405,067

Other Expenses $218,741

TOTAL EXPENSES $1,709,475

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,698,708	$1,053,330	+0.6%
Expenses	$1,709,475	$1,187,362	+0.4%
Net Income	$-10,767	$-134,032	-0.9%

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

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

$79,579

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
A LORENA PASSARELLI	DIRECTOR	2.00	Director	$0	$0	$0
ALVARO MOLINA-CRUZ	DIRECTOR	2.00	Director	$0	$0	$0
ANA LUCIA COTTONE	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE WHARTON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CATALINA KEILHAUER	SECRETARY	2.00	Officer Director	$0	$0	$0
GABRIELA QUINONEZ	DIRECTOR	2.00	Director	$0	$0	$0
GERRITY LANSING	DIRECTOR	2.00	Director	$0	$0	$0
HOWARD WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MACK III	TREASURER	2.00	Officer Director	$0	$0	$0
JOSE CARLOS MONZON	DIRECTOR	2.00	Director	$0	$0	$0
MARCELLO CANUTO	DIRECTOR	4.00	Director	$0	$0	$0
MARGARET WILLINGHAM	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGOT HERRERA	DIRECTOR	2.00	Director	$0	$0	$0
RITA VON DER GOLTZ	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN MILLER	DIRECTOR	2.00	Director	$0	$0	$0
TESSA NAMUTH	DIRECTOR	2.00	Director	$0	$0	$0
GABRIELA ASTURIAS	DIRECTOR	2.00	Director	$0	$0	$0
MONICA CHRISTMAN	DIRECTOR	2.00	Director	$0	$0	$0
MARY BRUEGGEMAN	EXECUTIVE DIRECTOR	20.00	Officer	$79,579	$0	$79,579

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	$1,698,708	$1,709,475	$5,115,650	$-10,767
2023	$1,053,330	$1,187,362	$5,140,743	$-134,032
2022	$1,101,173	$1,373,310	$4,898,595	$-272,137
2021	$1,295,410	$1,244,889	$6,465,171	$50,521
2020	$686,668	$846,280	$5,830,334	$-159,612
2019	$748,115	$891,716	$5,363,120	$-143,601
2018	$903,279	$1,089,268	$4,980,129	$-185,989

FOUNDATION OF THE UNIVERSITY OF THE VALLEY OF GUATEMALA