VALLEY VIEW FOUNDATION INC (EIN 730630359) - 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

1935

Legal Domicile

Principal Officer

FRANK MERRICK

Phone

5803208914

Tax Period

2017-07-01 to 2018-06-30

VALLEY VIEW FOUNDATION INC, founded in 1935, is a community nonprofit in the Health Care sector that reported $2.5M in total revenue in fiscal year 2017. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $3.5M exceeded revenue, resulting in a 41% operating deficit.

Mission

TO PROVIDE HEALTH, WELLNESS, AND SOCIAL SERVICE GRANTS TO 501(C)(3) ORGANIZATIONS AND GOVERNMENTAL AGENCIES LOCATED OR OPERATING WITHIN A 45 MILE RADIUS OF ADA, OK.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $79,382

Investment Income $658,137

Other Revenue $1,759,630

TOTAL REVENUE $2,497,149

Expense Breakdown

Grants Paid $1,580,473

Salaries & Benefits $11,069

Fundraising Expenses $0

Program Expenses $3,068,214

Other Expenses $1,919,851

TOTAL EXPENSES $3,511,393

Year-over-Year Comparison

	2017	2016	Change
Revenue	$2,497,149	$2,169,668	+0.2%
Expenses	$3,511,393	$4,455,254	-0.2%
Net Income	$-1,014,244	$-2,285,586	-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

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
SUSIE BOLIN-SUMMERS	TRUSTEE	1.0	Director	$0	$0	$0
TOM BOLITHO	TRUSTEE	1.0	Director	$0	$0	$0
SEMIRA CHARBONEAU	TRUSTEE	1.0	Director	$0	$0	$0
ANGELA EPPLER	TRUSTEE	1.0	Director	$0	$0	$0
BILL LANCE	TRUSTEE	1.0	Director	$0	$0	$0
BART MCCORTNEY	VICE-PRESIDENT	1.0	Officer Director	$0	$0	$0
DR MARK WEEMS	PRESIDENT	1.0	Officer Director	$0	$0	$0
CHARLES METTRY	TRUSTEE	1.0	Director	$0	$0	$0
DEAN PETERSON	TRUSTEE	1.0	Director	$0	$0	$0
KYLE STUART	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
DOREE THOMPSON	TRUSTEE	1.0	Director	$0	$0	$0
FRANK W MERRICK JR	ASSISTANT SECRETARY	1.0	Officer Director	$0	$0	$0
SHERRIE SCHROEDER	ASSISTANT TREASURER	1.0	Officer Director	$0	$0	$0
FRANK MERRICK	EXECUTIVE DIRECTOR	1.0	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
2018	$2,497,149	$3,511,393	$23,543,397	$-1,014,244

VALLEY VIEW FOUNDATION INC