Vail Symposium

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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

1990

Legal Domicile

Principal Officer

Rob LeVine

Phone

9704760954

Tax Period

2024-01-01 to 2024-12-31

Vail Symposium, founded in 1990, is a small nonprofit in the Education sector that reported $534K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $606K exceeded revenue, resulting in a 14% operating deficit.

Mission

To provide a public forum for the vail valley and sponsor community wide cultural events on topics of current interest.

Program Service Accomplishments

Program 1

Expenses: $338,966 Revenue: $57,263

Sponsor community wide public forums and cultural events on topics of current events, usually related to current events or current books.

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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 $456,628

Program Service Revenue $57,263

Investment Income $28,726

Other Revenue $-8,311

TOTAL REVENUE $534,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $361,646

Fundraising Expenses $135,998

Program Expenses $338,966

Other Expenses $244,816

TOTAL EXPENSES $606,462

Year-over-Year Comparison

	2024	2023	Change
Revenue	$534,306	$674,990	-0.2%
Expenses	$606,462	$577,407	+0.1%
Net Income	$-72,156	$97,583	-1.7%

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

$135,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Kenly	Executive Dir.	40.00	Officer	$135,250	$0	$135,250
Gary Gilman	Director	1.00	Director	$0	$0	$0
Andy Kaufman	Director	1.00	Director	$0	$0	$0
Kathy Kimmel	Director	1.00	Director	$0	$0	$0
Bill Mimeles	Director	1.00	Director	$0	$0	$0
Rob LeVine	Treasurer	1.00	Officer Director	$0	$0	$0
Karen Nold	Director	1.00	Director	$0	$0	$0
Dale Mosier	Chairman	1.00	Officer Director	$0	$0	$0
Lorry Prentis	Vice Chair	1.00	Officer Director	$0	$0	$0
Mary Pat Rapp	Director	1.00	Director	$0	$0	$0
Kristine Moore	Director	1.00	Director	$0	$0	$0
Pat Montgomery	Secretary	1.00	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
2024	$534,306	$606,462	$776,587	$-72,156
2023	$674,990	$577,407	$831,287	$97,583
2022	$676,960	$524,370	$732,341	$152,590
2021	$625,860	$446,152	$646,554	$179,708
2021	$664,102	$446,152	$684,796	$217,950
2020	$525,811	$441,240	$458,346	$84,571
2020	$468,387	$441,240	$400,922	$27,147
2019	$550,037	$469,566	$325,672	$80,471
2018	$479,392	$388,157	$242,088	$91,235