VALEO FOUNDATION (EIN 272091627) - 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

2010

Legal Domicile

Principal Officer

ANGELA HAGGARD

Phone

7852732252

Tax Period

2023-01-01 to 2023-12-31

VALEO FOUNDATION, founded in 2010, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $156K in total revenue in fiscal year 2023. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 37% operating margin.

Mission

THE VALEO FOUNDATION EXISTS TO PROVIDE FINANCIAL SUPPORT FOR MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAMS AT VALEO BEHAVIORAL HEALTH CARE AND VALEO COMMUNITY RESIDENCE PROGRAM TO ENHANCE THE QUALITY OF LIFE FOR FAMILIES IN OUR COMMUNITY.

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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 $139,474

Program Service Revenue $0

Investment Income $17,024

Other Revenue $0

TOTAL REVENUE $156,498

Expense Breakdown

Grants Paid $18,567

Salaries & Benefits $0

Fundraising Expenses $62,741

Program Expenses $19,115

Other Expenses $80,267

TOTAL EXPENSES $98,834

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,498	$79,472	+1.0%
Expenses	$98,834	$34,146	+1.9%
Net Income	$57,664	$45,326	+0.3%

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

N/A

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

$387,552

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HENRY DARIES	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT MAXWELL	BOARD MEMBER EMERITUS	1.00	Director	$0	$0	$0
GARY CUSHINBERRY	BOARD MEMBER EMERITUS	1.00	Director	$0	$0	$0
BRYSON CYPHERS	BOARD CHAIR THRU JUL/23	1.00	Officer Director	$0	$0	$0
ALLISON WILSON	BOARD MEMBER THRU OCT/23	1.00	Director	$0	$0	$0
MISTY KRUGER	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM SWIETEK	BOARD MEMBER THRU NOV/23	1.00	Director	$0	$0	$0
TYLER LEVIER	BOARD MEMBER	1.00	Director	$0	$0	$0
KASIE VANDONGE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS JOHNSON	BOARD MEMBER START JUL/23	1.00	Director	$0	$0	$0
COREY GONZALES	BOARD MEMBER START SEP/23	1.00	Director	$0	$0	$0
CHERYL RIOS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES BUGG	BOARD MEMBER	1.00	Director	$0	$0	$0
BARB MONTGOMERY	CHAIR START AUG/23	1.00	Officer Director	$0	$0	$0
BILL PERSINGER	RELATED ENTITY CEO	2.50	Officer	$0	$19,142	$188,146
ANGELA HAGGARD	RELATED ENTITY CFO	2.50	Officer	$0	$42,354	$199,406

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	$156,498	$98,834	$766,458	$57,664
2022	$79,472	$34,146	$647,768	$45,326
2021	$149,307	$23,725	$715,627	$125,582
2020	$64,975	$79,800	$654,549	$-14,825
2019	$154,083	$57,278	$586,748	$96,805

VALEO FOUNDATION