FOX VALLEY MENTAL HEALTH FOUNDATION (EIN 383692060) - 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

2004

Legal Domicile

Principal Officer

JENNIFER WONG

Phone

8475283147

Tax Period

2023-07-01 to 2024-06-30

FOX VALLEY MENTAL HEALTH FOUNDATION, founded in 2004, is a small nonprofit in the Mental Health sector that reported $244K in total revenue in fiscal year 2023. The organization ran a surplus of $66K, a strong 27% operating margin.

Mission

PROVIDE AFFORDABLE HOUSING FOR PERSONS WITH MENTAL ILLNESS

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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 $0

Program Service Revenue $242,880

Investment Income $773

Other Revenue $0

TOTAL REVENUE $243,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $175,772

Other Expenses $177,355

TOTAL EXPENSES $177,355

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,653	$243,267	+0.0%
Expenses	$177,355	$150,315	+0.2%
Net Income	$66,298	$92,952	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM ANDERSON	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD L HEIMBERG	DIRECTOR	0.50	Director	$0	$0	$0
JULIE LICHTENBERG	DIRECTOR	0.50	Director	$0	$0	$0
CRYSTAL BEYER	SECRETARY	3.00	Officer	$0	$0	$0
DAVID DORGAN	PRESIDENT/CH	5.00	Officer	$0	$0	$0
JOANN HARTMANN	TREASURER	8.00	Officer	$0	$0	$0
JENNIFER WONG	VICE PRESIDE	3.00	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
2025	No data	No data	No data	No data
2024	$243,653	$177,355	$2,109,398	$66,298
2023	$243,267	$150,315	$2,049,601	$92,952
2022	$243,143	$140,431	$1,997,250	$102,712
2021	$242,881	$81,315	$2,090,247	$161,566

FOX VALLEY MENTAL HEALTH FOUNDATION