VITAL LIFE A MARQUIS AND CONSONUS FOUNDATION (EIN 261524406) - 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

2007

Legal Domicile

Principal Officer

STACI TONE

Phone

9712065125

Tax Period

2023-01-01 to 2023-12-31

VITAL LIFE A MARQUIS AND CONSONUS FOUNDATION, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $838K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $716K left a modest 15% surplus.

Mission

TO SUPPORT ORGANIZATIONS AND PROGRAMS THAT PROVIDE MEANING AND VITALITY IN THE LIVES OF SENIORS AND STAFF MEMBERS LIVING AND WORKING IN LONG TERM CARE.

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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 $838,349

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $838,349

Expense Breakdown

Grants Paid $629,030

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $629,030

Other Expenses $86,921

TOTAL EXPENSES $715,951

Year-over-Year Comparison

	2023	2022	Change
Revenue	$838,349	$912,773	-0.1%
Expenses	$715,951	$671,331	+0.1%
Net Income	$122,398	$241,442	-0.5%

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

$46,007

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILLIP G FOGG JR	DIRECTOR	2.50	Director	$0	$0	$0
KATHLEEN LEVEE	DIRECTOR	3.80	Director	$0	$0	$0
DALE GLASSER	DIRECTOR	2.50	Director	$0	$0	$0
STEVE FOGG	DIRECTOR	2.50	Director	$0	$0	$0
GUY COWART	DIRECTOR	2.50	Director	$0	$0	$0
BETH BIGGS	DIRECTOR	2.50	Director	$0	$0	$0
LAURIE THOMAS	DIRECTOR	2.50	Director	$0	$0	$0
CHRIS FOGG	DIRECTOR	2.50	Director	$0	$0	$0
GABI SANCHEZ	DIRECTOR	2.50	Director	$0	$0	$0
AMY DRAHOTA	EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$46,007
ZACK FOGG	DIRECTOR	2.50	Director	$0	$0	$0
MATT DUNNAM	DIRECTOR	2.50	Director	$0	$0	$0
ANGIE FOGG	CHAIRPERSON	3.80	Officer	$0	$0	$0
CHARLES BLOOM	VICE-CHAIR	2.50	Officer	$0	$0	$0
STACI TONE	TREASURER	2.50	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
2024	No data	No data	No data	No data
2023	$838,349	$715,951	$1,946,438	$122,398
2022	$912,773	$671,331	$1,825,110	$241,442
2021	$999,308	$570,727	$1,575,385	$428,581
2020	$710,052	$754,588	$1,151,501	$-44,536
2019	$1,047,514	$915,438	$1,207,386	$132,076
2018	$1,001,707	$943,297	$1,083,520	$58,410

VITAL LIFE A MARQUIS AND CONSONUS FOUNDATION