VALERO ENERGY FOUNDATION (EIN 742904514) - 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

1999

Legal Domicile

Principal Officer

SEYMOUR BATTLE

Phone

2103452000

Tax Period

2023-10-01 to 2024-09-30

VALERO ENERGY FOUNDATION, founded in 1999, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.9M in total revenue in fiscal year 2023.

Mission

THE VALERO FOUNDATION COLLABORATES WITH NON-PROFIT PARTNERS ACROSS THE UNITED STATES TO FOSTER IMPROVED QUALITY OF LIFE AND CREATE MEASURABLE IMPACT WHERE UNMET NEEDS EXIST.

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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 (2023)

Revenue Breakdown

Contributions & Grants $24,055,286

Program Service Revenue $0

Investment Income $0

Other Revenue $-13,153,115

TOTAL REVENUE $10,902,171

Expense Breakdown

Grants Paid $10,976,853

Salaries & Benefits $0

Fundraising Expenses $42,452

Program Expenses $10,977,620

Other Expenses $97,988

TOTAL EXPENSES $11,074,841

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,902,171	$10,302,504	+0.1%
Expenses	$11,074,841	$10,998,577	+0.0%
Net Income	$-172,670	$-696,073	-0.8%

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

2138

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

$1,549,785

Total Directors

$1,062,655

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEYMOUR BATTLE	SENIOR VICE PRESIDENT	8.0	Officer Director	$0	$83,795	$1,062,655
KARI WACLAWCZYK	CORPORATE SPONSORSHIP OFFICER	10.0	Officer	$0	$73,180	$487,130
LAURA J VACCARO	VP	0.0		$0	$40,426	$352,440
JASON W FRASER	EXEC VP/CFO	0.75	Officer Director	$0	$0	$0
HARMINDER S BHULLAR	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
R LANE RIGGS	PRESIDENT, CEO	0.25	Officer Director	$0	$0	$0
STEPHANIE A WERSELL	SVP	1.0	Officer	$0	$0	$0
ETHAN A JONES	ASSISTANT SECRETARY	1.2	Officer	$0	$0	$0
JOHN P LOCKE	VP, TREASURER	0.1	Officer	$0	$0	$0
GARY K SIMMONS	EXEC. VICE PRES. AND COO	0.1	Officer	$0	$0	$0
CHERYL L THOMAS	SENIOR VICE PRES. AND CIO	0.1	Officer	$0	$0	$0
RICHARD J WALSH	SVP, GEN COUNSEL, SECRETARY	0.1	Officer	$0	$0	$0
JUDE A DWORACZYK	ASSISTANT SECRETARY	0.1	Officer	$0	$0	$0
JULIA R REINHART	SVP, CHIEF HUMAN RESOURCES OFF	0.1	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	$10,902,171	$11,074,841	$19,066,083	$-172,670
2023	$10,302,504	$10,998,577	$18,127,044	$-696,073
2022	$9,375,966	$11,526,743	$20,912,160	$-2,150,777
2021	$9,027,256	$18,159,994	$27,234,889	$-9,132,738
2020	$6,867,977	$12,666,833	$35,151,302	$-5,798,856

VALERO ENERGY FOUNDATION