Vivie Foundation (EIN 411451486) - 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

1983

Legal Domicile

Principal Officer

Mark Anderson

Phone

3207636653

Tax Period

2024-01-01 to 2024-12-31

Vivie Foundation, founded in 1983, is a small nonprofit that reported $507K in total revenue in fiscal year 2024. Revenue surged 142% from the prior year, signaling strong growth momentum. Expenses of $662K exceeded revenue, resulting in a 31% operating deficit.

Mission

Support for the work done by all Vivie affiliates

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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 $377,049

Program Service Revenue $0

Investment Income $120,285

Other Revenue $9,560

TOTAL REVENUE $506,894

Expense Breakdown

Grants Paid $303,344

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $329,343

Other Expenses $358,635

TOTAL EXPENSES $661,979

Year-over-Year Comparison

	2024	2023	Change
Revenue	$506,894	$209,144	+1.4%
Expenses	$661,979	$217,696	+2.0%
Net Income	$-155,085	$-8,552	+17.1%

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

$1,449,631

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Moen	Chair	1.00	Officer Director	$0	$0	$0
Sally Smith	Vice Chair	1.00	Officer Director	$0	$0	$0
Carmon Watkins	Secretary	1.00	Officer Director	$0	$0	$0
Sarah O'Kane	Treasurer	1.00	Officer Director	$0	$0	$0
Terri Bursch	Director	1.00	Director	$0	$0	$0
Jeremy Geris	Director (Beg Jul 2024)	1.00	Director	$0	$0	$0
Carol Kraft	Director (Beg Dec 2024)	1.00	Director	$0	$0	$0
Mark Anderson	President/CEO	1.00	Officer	$0	$29,924	$667,572
Marnie Gugisberg	Sr VP/CFO	1.00	Officer	$0	$24,778	$325,227
Katie Perry	Sr VP/COO	2.00	Officer	$0	$26,902	$340,685
Emily Geris	Foundation Executive Director	40.00	Officer	$0	$13,205	$116,147

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	$506,894	$661,979	$7,498,730	$-155,085
2023	$645,929	$381,624	$3,698,079	$264,305
2023	$209,144	$217,696	$3,970,374	$-8,552
2022	$612,878	$493,885	$3,297,425	$118,993
2021	$429,966	$406,302	$3,832,660	$23,664
2020	$462,658	$395,005	$3,312,479	$67,653
2019	$586,414	$557,683	$3,201,775	$28,731
2018	$795,569	$804,846	$3,258,822	$-9,277

Vivie Foundation