NVNA Foundation Inc (EIN 273458384) - 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

Renee McInnes

Phone

7816592342

Tax Period

2024-01-01 to 2024-12-31

NVNA Foundation Inc, founded in 2010, is a mid-sized nonprofit in the Health Care sector that reported $10.3M in total revenue in fiscal year 2024. Revenue surged 738% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.1M, a strong 98% operating margin.

Mission

To support and benefit Norwell Visiting Nurse Association, Inc. and NVNA Works, Inc.

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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 (2024)

Revenue Breakdown

Contributions & Grants $510,000

Program Service Revenue $0

Investment Income $9,766,174

Other Revenue $0

TOTAL REVENUE $10,276,174

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $178,370

TOTAL EXPENSES $178,370

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,276,174	$1,226,517	+7.4%
Expenses	$178,370	$193,403	-0.1%
Net Income	$10,097,804	$1,033,114	+8.8%

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

$612,966

Total Directors

$350,255

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Renee McInnes	CEO	10.00	Officer Director	$0	$7,664	$350,255
Karen Mullaney	President	1.00	Officer Director	$0	$0	$0
Mary Sweeney	Vice President	1.00	Officer Director	$0	$0	$0
John Burke	Treasurer	1.00	Officer Director	$0	$0	$0
Ben Bembenek	Clerk	1.00	Officer Director	$0	$0	$0
Alan Berrick	Director	1.00	Director	$0	$0	$0
Anita Comerford	Director	1.00	Director	$0	$0	$0
Stephanie Franklin	Director	1.00	Director	$0	$0	$0
Claudia Dolphin	Director	1.00	Director	$0	$0	$0
Shaun Golden	Director	1.00	Director	$0	$0	$0
Karen Johnson	Director	1.00	Director	$0	$0	$0
Elena Kirkiles	Director	1.00	Director	$0	$0	$0
Linda Mahonen	Director	1.00	Director	$0	$0	$0
Kendra McKinley	Director	1.00	Director	$0	$0	$0
Donna Pineau	Director	1.00	Director	$0	$0	$0
Deidre Prescott	Director	1.00	Director	$0	$0	$0
Anila Piqani	CFO	10.00	Officer	$0	$4,033	$262,711
Michael Rogers	VP of Advancement	10.00	Highest	$0	$17,049	$340,437

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	$10,276,174	$178,370	$35,238,031	$10,097,804
2023	$1,226,517	$193,403	$31,153,530	$1,033,114
2022	$2,869,451	$193,707	$27,298,897	$2,675,744
2021	$2,168,765	$213,456	$33,675,431	$1,955,309
2020	$953,729	$177,814	$29,977,835	$775,915
2019	$1,048,652	$157,674	$26,453,103	$890,978
2018	$1,120,986	$152,151	$22,204,851	$968,835

NVNA Foundation Inc