FREEDOMS FOUNDATION AT VALLEY FORGE

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1949

Principal Officer

JOHN MEKO

Phone

6109338825

Tax Period

2023-01-01 to 2023-12-31

FREEDOMS FOUNDATION AT VALLEY FORGE, founded in 1949, is a small nonprofit that reported $554K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 23% operating margin.

Mission

TO EDUCATE ABOUT AMERICAN RIGHTS AND RESPONSIBILITIES, HONOR ACTS OF CIVIC VIRTUE, AND CHALLENGE ALL TO REJECT APATHY AND GET INVOLVED.

Program Service Accomplishments

Program 1

Expenses: $391,731 Revenue: $52,837

EDUCATION: IN 2023, EIGHTEEN PROGRAMS FOR 921 PRIMARY SCHOOL STUDENTS FOCUSED ON THE FOUNDING OF THE COUNTRY AND ESTABLISHING DEEPLY PERSONAL CONNECTIONS TO HISTORY. SIXTEEN PROGRAMS FOR 742 HIGH...

EDUCATION: IN 2023, EIGHTEEN PROGRAMS FOR 921 PRIMARY SCHOOL STUDENTS FOCUSED ON THE FOUNDING OF THE COUNTRY AND ESTABLISHING DEEPLY PERSONAL CONNECTIONS TO HISTORY. SIXTEEN PROGRAMS FOR 742 HIGH SCHOOL AND COLLEGE STUDENTS FOCUSED ON CIVIC RESPONSIBILITY, AMERICAN HISTORY, AND THE FOUNDING DOCUMENTS. IN 2023, PROGRAMS WERE HELD IN PERSON ON OUR 72-ACRE CAMPUS AND INCLUDED NEARLY 37,000 HOURS OF STUDENT INSTRUCTION IN CIVIC EDUCATION.(CONTINUED ON SCHEDULE O)IN 2023, WE WELCOMED 238 TEACHERS TO OUR IN-PERSON GRADUATE PROGRAMS, INCLUDING 5 SEMINARS AND 1 TRAVELING WORKSHOP, WHICH PROVIDE HISTORY AND CIVIC CONTENT BY EXPOSING TEACHERS TO EXTRAORDINARY SCHOLARS AND THINKERS IN PROGRAMS ON THE CONSTITUTION, AMERICAN HISTORY, CHARACTER DEVELOPMENT, AND AMERICAN VALUES. WITH TEACHERS AVERAGING 100 STUDENTS IN A SINGLE SCHOOL YEAR, THIS MEANS MORE THAN 23,800 STUDENTS WERE OR WILL BE IMPACTED BY FREEDOMS FOUNDATION'S EFFORTS IN THE 2023-2024 SCHOOL YEAR.

Program 2

Expenses: $33,604 Revenue: $0

HONORING ACTS OF CIVIC VIRTUE: THROUGH ITS NATIONAL AWARDS PROGRAM, FREEDOMS FOUNDATION RECOGNIZED 101 INDIVIDUALS AND ORGANIZATIONS IN 2023 AS EXAMPLES OF CIVIC RESPONSIBILITY. THIS PROGRAM...

HONORING ACTS OF CIVIC VIRTUE: THROUGH ITS NATIONAL AWARDS PROGRAM, FREEDOMS FOUNDATION RECOGNIZED 101 INDIVIDUALS AND ORGANIZATIONS IN 2023 AS EXAMPLES OF CIVIC RESPONSIBILITY. THIS PROGRAM RECOGNIZES ADULTS AND STUDENTS FOR COMMUNITY SERVICE, PUBLIC COMMUNICATIONS, STUDENT ESSAYS, SPECIAL EVENTS, AND OUTSTANDING WORK IN THE CLASSROOM. SINCE ITS FOUNDING, MORE THAN 57,000 NATIONAL AWARDS HAVE BEEN PRESENTED.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $242,053

Program Service Revenue $52,837

Investment Income $216,789

Other Revenue $42,411

TOTAL REVENUE $554,090

Expense Breakdown

Grants Paid $138,920

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $425,335

Other Expenses $286,415

TOTAL EXPENSES $425,335

Year-over-Year Comparison

	2023	2022	Change
Revenue	$554,090	$405,263	+0.4%
Expenses	$425,335	$337,589	+0.3%
Net Income	$128,755	$67,674	+0.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

1200

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
MARISA DI PIETRO	BAY STATE, MA CHAPTER SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINE WEBBER	BROWARD COUNTY, FL CHAPTER PRESIDENT	1.00	Officer Director	$0	$0	$0
JERRY ORTON	CENTRAL NEW YORK, NY CHAPT	1.00	Officer Director	$0	$0	$0
CARRIE TERRYBERRY	CHASE COUNTY, NE CHAPTER P	1.00	Officer Director	$0	$0	$0
CHARLOTTE ELLINGTON	CHATTANOOGA, TN CHAPTER PR	1.00	Officer Director	$0	$0	$0
PHIL JOHN	DALLAS AREA, TX CHAPTER PR	1.00	Officer Director	$0	$0	$0
THERESA BRADLEY	GREATER CINCINNATI,OH CHAP	1.00	Officer Director	$0	$0	$0
CLAY BOONE	JACKSONVILLE, FL CHAPTER P	1.00	Officer Director	$0	$0	$0
TRISH BOWE	LOS ANGELES COUNTY,CA CHAP	1.00	Officer Director	$0	$0	$0
TOLAR NOLLEY	MARY BALL WASHINGTON,VA CH	1.00	Officer Director	$0	$0	$0
MAX SCHELL	MONTEREY BAY AREA, CA CHAPTER	1.00	Officer Director	$0	$0	$0
JUDGE JOHN C GROUT JR	NEW ORLEANS, LA CHAPTER PR	1.00	Officer Director	$0	$0	$0
KATHY KAAIOHELO	OKLAHOMA CITY, OK CHAPTER	1.00	Officer Director	$0	$0	$0
GLENN FREEMAN	OMAHA, NE CHAPTER PRESIDEN	1.00	Officer Director	$0	$0	$0
LANE CURTIS	ORANGE COUNTY, CA CHAPTER	1.00	Officer Director	$0	$0	$0
BETTY WILLIAMS	PENSACOLA, FL CHAPTER PRES	1.00	Officer Director	$0	$0	$0
ROBIN HOUGE	SAN ANTONIO, TX CHAPTER PR	1.00	Officer Director	$0	$0	$0
EMILY MATTHEWS	SACRAMENTO AREA, CA CHAPTE	1.00	Officer Director	$0	$0	$0
BECKY REID	SAN DIEGO COUNTY, CA CHAPT	1.00	Officer Director	$0	$0	$0
AMY CALDEIRA	SOUTH CENTRAL MONTANA CHAP	1.00	Officer Director	$0	$0	$0
CHRIS MCSPADDEN	TRI STATE SOUTHEASTERN CHA	1.00	Officer Director	$0	$0	$0
CHRISSI RICHARDS	TUSCON, AZ CHAPTER PRESIDE	1.00	Officer Director	$0	$0	$0
MARTEL BODELL	UTAH CHAPTER PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG WARCHOL	VALLEY FORGE, PA CHAPTER P	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$554,090	$425,335	$2,184,672	$128,755
2022	$405,263	$337,589	$2,055,917	$67,674
2021	$401,452	$118,867	$1,988,243	$282,585
2020	$309,061	$259,493	$1,705,658	$49,568
2019	$779,935	$584,713	$1,891,116	$195,222
2018	$514,110	$543,492	$1,573,685	$-29,382