VALENCY FUND

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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

2024

Legal Domicile

Principal Officer

LAURA STRONG

Phone

6089958253

Tax Period

2024-11-12 to 2024-12-31

VALENCY FUND, founded in 2024, is a mid-sized nonprofit in the Community Improvement sector that reported $10.0M in total revenue in fiscal year 2024.

Mission

TO LESSEN THE BURDENS OF GOVERNMENT BY SUPPORTING AND CARRYING OUT THEIR PROGRAMS AND INITIATIVES TO ENCOURAGE ECONOMIC DEVELOPMENT AND COMBAT COMMUNITY DETERIORATION. THIS IS ACCOMPLISHED BY FULFILLING UNMET CAPITAL AND ADDITIONAL RESOURCE NEEDS OF EARLY AND GROWTH STAGE BUSINESSES IN WISCONSIN WHO ARE UNDERSERVED BY TRADITIONAL FOR-PROFIT CAPITAL MARKETS.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

TO LESSEN THE BURDENS OF GOVERNMENT BY SUPPORTING AND CARRYING OUT THEIR PROGRAMS AND INITIATIVES TO ENCOURAGE ECONOMIC DEVELOPMENT AND COMBAT COMMUNITY DETERIORATION. THIS IS ACCOMPLISHED BY...

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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 $10,013,515

Program Service Revenue $0

Investment Income $30,521

Other Revenue $0

TOTAL REVENUE $10,044,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,044,036	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA STRONG	PRESIDENT	0.50	Officer Director	$0	$0	$0
RALPH KAUTEN	TREASURER, SECRETARY	0.50	Officer Director	$0	$0	$0
TODD KEARNEY	DIRECTOR	0.50	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	$10,044,036	No data	$9,967,353	No data