VALUE REPORTING FOUNDATION (EIN 452883197) - 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

2011

Legal Domicile

Principal Officer

MATTHEW WELCH

Phone

4158309220

Tax Period

2022-01-01 to 2022-07-31

VALUE REPORTING FOUNDATION, founded in 2011, is a community nonprofit that reported $8.8M in total revenue in fiscal year 2021. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $10.7M exceeded revenue, resulting in a 21% operating deficit.

Mission

OUR MISSION IS TO ENSURE THE GLOBAL INFORMATION SYSTEM FOR CAPITAL (CONTINUES ON SCHEDULE O) MARKETS DELIVERS HIGH QUALITY CORPORATE GOVERNANCE AND DISCLOSURES RELEVANT TO ENTERPRISE VALUE CREATION, WHICH SERVES THE PUBLIC INTEREST. TO ACHIEVE THIS WE: - ADVOCATE FOR INTEGRATED THINKING PRINCIPLES - MAINTAIN AND PROMOTE A FRAMEWORK FOR INTEGRATED REPORTING - SET SUSTAINABILITY DISCLOSURE STANDARDS TO COMPLEMENT EXISTING FINANCIAL DISCLOSURE STANDARDS.THE ORGANIZATION MERGED INTO THE INTERNATIONAL FINANCIAL REPORTING STANDARDS FOUNDATION EFFECTIVE JULY 31, 2022

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,511,167

Program Service Revenue $4,616,063

Investment Income $0

Other Revenue $2,674,909

TOTAL REVENUE $8,802,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,923,110

Fundraising Expenses $575,936

Program Expenses $8,928,636

Other Expenses $2,754,426

TOTAL EXPENSES $10,677,536

Year-over-Year Comparison

	2021	2020	Change
Revenue	$8,802,139	$19,404,162	-0.5%
Expenses	$10,677,536	$12,378,279	-0.1%
Net Income	$-1,875,397	$7,025,883	-1.3%

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

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

$1,126,240

Total Directors

$707,968

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANINE GUILLOT	CEO	40.00	Officer Director	$670,828	$37,140	$707,968
ROBERT STEEL	CO-CHAIR	4.00	Officer Director	$0	$0	$0
MARY SCHAPIRO	CO-VICE CHAIR	4.00	Officer Director	$0	$0	$0
HELEN BRAND	CO-VICE CHAIR	4.00	Officer Director	$0	$0	$0
RICHARD SEXTON	CO-CHAIR	4.00	Officer Director	$0	$0	$0
STEVE GUNDERS	TREASURER	4.00	Officer Director	$0	$0	$0
ALAN BELLER	SECRETARY	4.00	Officer Director	$0	$0	$0
JOE ALLANSON	DIRECTOR	2.00	Director	$0	$0	$0
PRU BENNETT	DIRECTOR	2.00	Director	$0	$0	$0
RUDOLF BLESS	DIRECTOR	2.00	Director	$0	$0	$0
ELSE BOS	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE BRADLEY	DIRECTOR	2.00	Director	$0	$0	$0
KOUSHIK CHATTERJEE	DIRECTOR	2.00	Director	$0	$0	$0
AUDREY CHOI	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE COLLINS	DIRECTOR	2.00	Director	$0	$0	$0
ARON CRAMER	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH DEHAAS	DIRECTOR	2.00	Director	$0	$0	$0
JANE DIPLOCK	DIRECTOR	2.00	Director	$0	$0	$0
PAUL DRUCKMAN	DIRECTOR	2.00	Director	$0	$0	$0
KENNETH GOLDMAN	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT HERZ	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL JANTZI	DIRECTOR	2.00	Director	$0	$0	$0
CONOR KEHOE	DIRECTOR	2.00	Director	$0	$0	$0
TETSUO KITAGAWA	DIRECTOR	2.00	Director	$0	$0	$0
IZUMI KOBAYASHI	DIRECTOR	2.00	Director	$0	$0	$0
PAULA LOOP	DIRECTOR	2.00	Director	$0	$0	$0
ALEXSANDRO BROEDEL LOPES	DIRECTOR	2.00	Director	$0	$0	$0
JAMES MCINTIRE	DIRECTOR	2.00	Director	$0	$0	$0
BARRY MELANCON	DIRECTOR	2.00	Director	$0	$0	$0
DAVID NUSSBAUM	DIRECTOR	2.00	Director	$0	$0	$0
UK SINHA	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT SWAAK	DIRECTOR	2.00	Director	$0	$0	$0
ROY SWAN	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES TILLEY	DIRECTOR	2.00	Director	$0	$0	$0
LAURA TYSON	DIRECTOR	2.00	Director	$0	$0	$0
SARAH WILLIAMSON	DIRECTOR	2.00	Director	$0	$0	$0
JAY WILLOUGHBY	DIRECTOR	2.00	Director	$0	$0	$0
TAKATOSHI YAMAMOTO	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES ZEGAR	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW WELCH	PRES/COO	40.00	Officer	$397,993	$20,279	$418,272
NICOLAI LUNDY	CHIEF OF MARKET RELATIONSHIPS	40.00	Highest	$220,838	$16,228	$237,066
BRYAN ESTERLY	CHIEF TECHNICAL OFFICER	40.00	Highest	$220,838	$20,933	$241,771
MADHU MATHEW	DIR OF TECHNOLOGY	40.00	Highest	$176,442	$20,704	$197,146
BRIAN GOUGHERTY	DIRECTOR OF DEVELOPMENT	40.00	Highest	$151,392	$15,956	$167,348
JAMES MARTIN	DIR GLOBAL OUTREACH	40.00	Highest	$209,383	$30,544	$239,927

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
2022	$8,802,139	$10,677,536	No data	$-1,875,397
2021	$19,404,162	$12,378,279	$22,403,803	$7,025,883
2020	$12,963,807	$9,825,827	$14,927,184	$3,137,980
2019	$5,666,988	$8,448,957	$10,641,707	$-2,781,969
2018	$14,713,085	$7,886,803	$12,659,949	$6,826,282

VALUE REPORTING FOUNDATION