Via Events Inc (EIN 232993946) - 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

1999

Legal Domicile

Principal Officer

Lisa Walkiewicz

Phone

6103178000

Tax Period

2021-07-01 to 2022-06-30

Via Events Inc, founded in 1999, is a small nonprofit that reported $468K in total revenue in fiscal year 2021. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $389K, a strong 83% operating margin.

Mission

To raise funds for the services for people with disabilities that Via of the Lehigh Valley, Inc. provides.

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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 (2021)

Revenue Breakdown

Contributions & Grants $98,926

Program Service Revenue $0

Investment Income $313,383

Other Revenue $55,396

TOTAL REVENUE $467,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,048

Other Expenses $78,527

TOTAL EXPENSES $78,527

Year-over-Year Comparison

	2021	2020	Change
Revenue	$467,705	$583,050	-0.2%
Expenses	$78,527	$135,416	-0.4%
Net Income	$389,178	$447,634	-0.1%

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

$275,209

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Somers	Board Member	1.00	Director	$0	$0	$0
Chrystal Schardt	Vice Chair	1.00	Officer Director	$0	$0	$0
Eugene Lennon	Board Member	1.00	Director	$0	$0	$0
Michael Keller	Chair	1.00	Officer Director	$0	$0	$0
Lawrence Wolfe	Board Member	1.00	Director	$0	$0	$0
Randall Letterhouse	Former CFO	7.60	Officer	$0	$7,165	$142,667
Lisa Walkiewicz	President and CEO	10.00	Officer	$0	$606	$132,542
Luke Schaeffer	CFO	7.60	Officer	$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
2022	$467,705	$78,527	No data	$389,178
2021	$583,050	$135,416	$50,788	$447,634
2020	$-11,656	$209,334	$100,848	$-220,990
2019	$338,204	$214,460	$161,845	$123,744
2018	$265,493	$306,340	$198,990	$-40,847

Via Events Inc