OUR LADY OF FATIMA VILLA FOUNDATION (EIN 770536465) - 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

2000

Legal Domicile

Principal Officer

SCOTT WALLENFELSZ

Phone

4086472760

Tax Period

2024-07-01 to 2025-06-30

OUR LADY OF FATIMA VILLA FOUNDATION, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 415% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 51% operating margin.

Mission

TO PROVIDE SERVICES TO RESIDENTS OF THE CITY OF SARATOGA AND COUNTY OF SANTA CLARA.

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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 $775,000

Program Service Revenue $0

Investment Income $1,786,833

Other Revenue $1,054

TOTAL REVENUE $2,562,887

Expense Breakdown

Grants Paid $580,000

Salaries & Benefits $398,270

Fundraising Expenses $0

Program Expenses $773,130

Other Expenses $265,674

TOTAL EXPENSES $1,243,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,562,887	$498,118	+4.1%
Expenses	$1,243,944	$722,825	+0.7%
Net Income	$1,318,943	$-224,707	-6.9%

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
REV SCOTT WALLENFELSZ SDS	CHAIR AND TREASURER	0.20	Officer Director	$0	$0	$0
BELLA O MAHONEY	PRESIDENT AND CEO	0.20	Officer Director	$0	$0	$0
SR SUSAN SNYDER	SECRETARY	0.20	Officer Director	$0	$0	$0
JITKA CYMBAL	TRUSTEE	0.20	Director	$0	$0	$0
ROBERT HEATH	TRUSTEE	0.20	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	$2,562,887	$1,243,944	$17,436,561	$1,318,943
2024	$498,118	$722,825	$13,822,731	$-224,707
2023	$356,459	$636,453	$12,848,141	$-279,994
2022	$655,812	$628,072	$12,204,322	$27,740
2021	$3,442,894	$225,882	$14,630,187	$3,217,012
2020	$413,057	$137,484	$11,415,346	$275,573
2019	$5,353,023	$97,298	$10,993,979	$5,255,725
2018	$228,452	$133,049	$5,579,935	$95,403

OUR LADY OF FATIMA VILLA FOUNDATION