VALLEY LIFE FOUNDATION INC (EIN 453663377) - 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

Phone

5596258527

Tax Period

2022-07-01 to 2023-06-30

VALLEY LIFE FOUNDATION INC, founded in 2011, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $66K in total revenue in fiscal year 2022. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $13K, a strong 19% operating margin.

Mission

THE ORGANIZATION'S PRIMARY PURPOSE IS TO SUPPORT THE EXTRA CURRICULAR ACTIVITIES THAT GO ON AT VALLEY LIFE CHARTER SCHOOL, AND TO PROVIDE FUNDING FOR SOME OF THE EXPENSES INCURRED IN SPECIAL PROGRAMS, FUNDRAISERS, AND ACTIVITIES. THE ORGANIZATION ALSO HELPS THE SCHOOL BY APPLYING FOR GRANTS THAT CAN OFFSET THE COSTS OF SPECIAL EVENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,553

Program Service Revenue $7,851

Investment Income $0

Other Revenue $55,882

TOTAL REVENUE $66,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,476

Program Expenses $38,937

Other Expenses $53,362

TOTAL EXPENSES $53,362

Year-over-Year Comparison

	2022	2021	Change
Revenue	$66,286	$97,351	-0.3%
Expenses	$53,362	$68,080	-0.2%
Net Income	$12,924	$29,271	-0.6%

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
DARCIE YOUNG	President	2.00	Officer Director	$0	$0	$0
LORI LACKEY	Secretary	2.00	Officer Director	$0	$0	$0
CARISSA JUDSON	Vice President	2.00	Officer Director	$0	$0	$0
SHARON DARST	Treasurer	2.00	Officer Director	$0	$0	$0
SHAWN MURPHY	MEMBER	2.00	Director	$0	$0	$0
MEGAN CARLTON	MEMBER	2.00	Director	$0	$0	$0
HOPE BOWERS	MEMBER	2.00	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
2023	$66,286	$53,362	$108,277	$12,924
2019	$130,164	$200,970	$26,871	$-70,806
2018	$121,621	$107,532	$97,677	$14,089

VALLEY LIFE FOUNDATION INC