TRUE VALUE FOUNDATION (EIN 261897927) - Form 990 Financial Analysis & Trantor Score

🔒

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

2008

Legal Domicile

Principal Officer

CALVIN SMITH

Phone

7736955000

Tax Period

2024-01-01 to 2024-12-31

TRUE VALUE FOUNDATION, founded in 2008, is a small nonprofit in the Education sector that reported $913K in total revenue in fiscal year 2018. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $505K, a strong 55% operating margin.

Mission

TRUE VALUE FOUNDATION PROVIDES RESOURCES TO IMPROVE THE LIVES OF YOUTH IN THE COMMUNITIES WE SERVE.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $89,657

Program Service Revenue $0

Investment Income $4,680

Other Revenue $370,293

TOTAL REVENUE $464,630

Expense Breakdown

Grants Paid $303,388

Salaries & Benefits $76,270

Fundraising Expenses $46,242

Program Expenses $415,505

Other Expenses $174,217

TOTAL EXPENSES $553,875

Year-over-Year Comparison

	2024	2023	Change
Revenue	$464,630	$646,033	-0.3%
Expenses	$553,875	$754,965	-0.3%
Net Income	$-89,245	$-108,932	-0.2%

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

119

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

$30,028

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN VANDERPOOL	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAREN PADGETT	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
LEE RECTOR	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN M RADDE	DIRECTOR	1.00	Director	$0	$0	$30,028
KATIE DEMARIS	DIRECTOR	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
2024	$464,630	$553,875	$483,218	$-89,245
2023	$646,033	$754,965	$353,901	$-108,932
2022	$727,416	$567,965	$415,572	$159,451
2021	$671,107	$685,244	$276,740	$-14,137
2020	$577,466	$1,112,070	$573,558	$-534,604
2019	$1,160,870	$910,878	$1,615,847	$249,992
2018	$913,196	$408,464	$1,679,105	$504,732

TRUE VALUE FOUNDATION