VALENCIA COLLEGE FOUNDATION INC (EIN 237442785) - 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

1974

Legal Domicile

Principal Officer

JAMES R GALBRAITH

Phone

4075823150

Tax Period

2023-04-01 to 2024-03-31

VALENCIA COLLEGE FOUNDATION INC, founded in 1974, is a mid-sized nonprofit that reported $11.4M in total revenue in fiscal year 2023. The organization ran a surplus of $2.4M, a strong 21% operating margin.

Mission

THE MISSION OF VALENCIA FOUNDATION IS TO SUPPORT THE ACTIVITIES OF VALENCIA COLLEGE IN ORDER TO ENHANCE LEARNING, WORKFORCE TRAINING, AND ECONOMIC DEVELOPMENT. VALENCIA FOUNDATION IS HONORED TO HAVE THE SUPPORT OF DEDICATED INDIVIDUALS AND CORPORATE PARTNERS THAT ENABLE THE FOUNDATION TO PROVIDE SCHOLARSHIPS, TEACHING CHAIRS, AND PROGRAMS FOR VALENCIA COLLEGE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,165,722

Program Service Revenue $1

Investment Income $6,053,889

Other Revenue $161,164

TOTAL REVENUE $11,380,776

Expense Breakdown

Grants Paid $6,536,813

Salaries & Benefits $1,113,411

Fundraising Expenses $361,656

Program Expenses $6,870,098

Other Expenses $1,343,092

TOTAL EXPENSES $8,993,316

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,380,776	$11,628,505	0.0%
Expenses	$8,993,316	$7,447,323	+0.2%
Net Income	$2,387,460	$4,181,182	-0.4%

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

$231,907

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES R GALBRAITH	INTERIM EXEC	14.00	Key Emp	$0	$10,489	$231,907
OSCAR CRISTANCHO	FOUNDATION C	8.00	Highest	$0	$4,971	$153,399
JANICE ABREW-CORIANO	MEMBER	1.00	Director	$0	$0	$0
ROBERT AGRUSA	MEMBER	1.00	Director	$0	$0	$0
WAYMON ARMSTRONG	MEMBER	1.00	Director	$0	$0	$0
SHARON ARROYO	MEMBER	1.00	Director	$0	$0	$0
IRIS ARTZE-VEGA	MEMBER (NON-	1.00	Director	$0	$0	$0
DAVID BERELSMAN	BOARD SECRET	1.00	Officer Director	$0	$0	$0
ALAN BYRD	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE CARLSON	MEMBER	1.00	Director	$0	$0	$0
DAVE COLLIER	MEMBER	1.00	Director	$0	$0	$0
KARI CONLEY	ADVANCEMENT	1.00	Director	$0	$0	$0
STEVEN S DAVIS	MEMBER	1.00	Director	$0	$0	$0
PATRICIA J ENGFER	AUDIT CHAIR	1.00	Director	$0	$0	$0
CAROLYN M FENNELL	MEMBER	1.00	Director	$0	$0	$0
K SUE FOREMAN	MEMBER	1.00	Director	$0	$0	$0
DARREN HINSHAW	MEMBER	1.00	Director	$0	$0	$0
JULIO C MARTINEZ JR	MEMBER	1.00	Director	$0	$0	$0
MICHAEL NICHOLA JR	MEMBER	1.00	Director	$0	$0	$0
RICHARD T MCCREE JR	BOARD DEVELO	1.00	Director	$0	$0	$0
LISA MACON	MEMBER	1.00	Director	$0	$0	$0
MARITZA MARTINEZ-GUERRERO	MEMBER	1.00	Director	$0	$0	$0
BISHOP DERRICK L MCRAI	MEMBER	1.00	Director	$0	$0	$0
JEFF MOCK	TREASURER/FI	1.00	Officer Director	$0	$0	$0
JOSHUA MURDOCK	MEMBER	1.00	Director	$0	$0	$0
BROCK NICHOLAS	MEMBER	1.00	Director	$0	$0	$0
DIANE O'DELL	PAST CHAIR	1.00	Officer Director	$0	$0	$0
ROSEMARY O'SHEA	MEMBER	1.00	Director	$0	$0	$0
BRADLEY PIERCE	MEMBER	1.00	Director	$0	$0	$0
ALEXANDER POREDA	MEMBER	1.00	Director	$0	$0	$0
LEE K RAMBEAU	MEMBER	1.00	Director	$0	$0	$0
NORA RODRIGUEZ-PATTERSON	MEMBER	1.00	Director	$0	$0	$0
TOUFIC SIMAAN	MEMBER	1.00	Director	$0	$0	$0
TRACEY STOCKWELL	MEMBER (NON-	1.00	Director	$0	$0	$0
LENNON CHIP TATUM	MEMBER	1.00	Director	$0	$0	$0
SHERRI TORRES	BOARD VICE C	1.00	Officer Director	$0	$0	$0
BRIAN WEBER	MEMBER	1.00	Director	$0	$0	$0
CHRIS WHITNEY	MEMBER	1.00	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	No data	No data	No data	No data
2024	$11,380,776	$8,993,316	$114,551,094	$2,387,460
2023	$11,628,505	$7,447,323	$108,236,547	$4,181,182
2022	$14,906,842	$6,309,455	$112,984,075	$8,597,387
2021	$6,973,273	$7,831,329	$107,630,454	$-858,056
2020	$6,942,147	$9,804,367	$87,164,947	$-2,862,220
2019	$11,083,098	$9,697,116	$101,454,924	$1,385,982

VALENCIA COLLEGE FOUNDATION INC