VIRTU FOUNDATION INC (EIN 232925319) - 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

1997

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

THE VIRTU FOUNDATION INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $264K in total revenue in fiscal year 2021. Revenue surged 818% from the prior year, signaling strong growth momentum. The organization ran a surplus of $231K, a strong 87% operating margin.

Mission

Provides, by scholarships, stringed musical instruments to young students whose careers would benefit from having a better instrument

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $105,481

Investment Income $1,830

Other Revenue $0

TOTAL REVENUE $107,311

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,436

Other Expenses $31,129

TOTAL EXPENSES $31,129

Year-over-Year Comparison

	2025	2024	Change
Revenue	$107,311	N/A	N/A
Expenses	$31,129	$28,917	+0.1%
Net Income	$76,182	$-28,917	-3.6%

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
Curtis Peterson	President	10.00	Officer	$0	$0	$0
Joel Mostrom	Director	1.00	Director	$0	$0	$0
Anne Chapin	secretary	5.00	Officer	$0	$0	$0
Karen Mostrom	Director	0.10	Director	$0	$0	$0
Jerry Short	Director	0.10	Director	$0	$0	$0
George Leaman	Director	0.10	Director	$0	$0	$0
Susanne Groth	Director	0.10	Director	$0	$0	$0
Philip borter	Director	0.10	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
2025	$107,311	$31,129	$1,976,444	$76,182
2024	$41,541	$28,917	No data	$12,624
2023	$82,592	$49,424	$2,491,758	$33,168
2022	$111,236	$33,620	$2,131,226	$77,616
2021	$264,231	$33,359	$2,012,519	$230,872

VIRTU FOUNDATION INC