Valley of the Moon Inc (EIN 474045934) - 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

2015

Legal Domicile

Principal Officer

Anthony Precourt

Phone

3036475647

Tax Period

2025-01-01 to 2025-12-31

Valley of the Moon Inc, founded in 2015, is a small nonprofit in the Recreation & Sports sector that reported $146K in total revenue in fiscal year 2025. Revenue decreased 6% compared to the prior year. Expenses of $138K left a modest 6% surplus.

Mission

provide the opportunity for personal contact and interaction between its members and the members are bound together by a common fellowship.

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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 (2025)

Revenue Breakdown

Contributions & Grants $146,050

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $146,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $137,856

TOTAL EXPENSES $137,856

Year-over-Year Comparison

	2025	2024	Change
Revenue	$146,050	$154,950	-0.1%
Expenses	$137,856	$189,159	-0.3%
Net Income	$8,194	$-34,209	-1.2%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
William E O'leary	President	Officer Director	$0	$0	$0
Brian Wilsey	Vice President	Officer Director	$0	$0	$0
Greg Lindstrom	Vice President & Secretary	Officer Director	$0	$0	$0
Anthony Precourt	Vice President & Treasurer	Officer 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
2025	$146,050	$137,856	$764,525	$8,194
2024	$154,950	$189,159	$756,331	$-34,209
2023	$185,300	$153,038	$790,540	$32,262
2022	$182,150	$122,571	$758,278	$59,579
2021	$75,900	$105,209	$698,699	$-29,309
2020	$39,500	$33,237	$728,008	$6,263
2019	$148,450	$89,385	$721,745	$59,065
2018	$181,794	$205,565	$662,680	$-23,771

Valley of the Moon Inc