ACVB FOUNDATION INC (EIN 581533516) - 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

2002

Legal Domicile

Principal Officer

GREGORY PIERCE

Phone

4045216600

Tax Period

2024-01-01 to 2024-12-31

ACVB FOUNDATION INC, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $222K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $88K, a strong 39% operating margin.

Mission

TO WORK WITH LOCAL, NON-PROFIT CULTURAL INSTITUTIONS TO ENCOURAGE PUBLIC AWARENESS & FINANCIAL SUPPORT FOR ART, CULTURAL & HISTORICAL ORGANIZATIONS.

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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 $0

Program Service Revenue $75,366

Investment Income $85,162

Other Revenue $61,506

TOTAL REVENUE $222,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,285

Other Expenses $134,531

TOTAL EXPENSES $134,531

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,034	$152,340	+0.5%
Expenses	$134,531	$98,269	+0.4%
Net Income	$87,503	$54,071	+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

$1,557,707

Total Directors

$938,755

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JO ANN HADEN-MILLER	DIRECTOR	1.00	Director	$0	$24,978	$192,444
ANDREW WILSON	DIRECTOR	1.00	Director	$0	$50,690	$473,943
SHERETHA BELL	DIRECTOR	1.00	Director	$0	$37,303	$272,368
WILLIAM PATE	PRESIDENT & CEO	2.00	Officer	$0	$46,147	$1,025,214
GREGORY PIERCE	SECRETARY/TREASURER	2.00	Officer	$0	$32,053	$532,493
KEN BERNHARDT	CHAIR	2.00	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
2024	$222,034	$134,531	$3,628,886	$87,503
2023	$152,340	$98,269	$3,894,578	$54,071
2022	$72,074	$101,053	$1,587,835	$-28,979
2021	$97,907	$141,251	$1,892,808	$-43,344
2020	$92,708	$65,496	$1,696,902	$27,212
2019	$161,644	$42,045	$1,379,749	$119,599
2018	$62,935	$75,454	$1,050,192	$-12,519

ACVB FOUNDATION INC