Kamas Valley Community Foundation (EIN 812027252) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

Shad Sorenson

Phone

4352449585

Tax Period

2024-07-01 to 2025-06-30

Kamas Valley Community Foundation, founded in 2016, is a small nonprofit in the Education sector that reported $116K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $31K, a strong 27% operating margin.

Mission

To provide assistance in education and related programs for students in the South Summit School District.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $91,935

Program Service Revenue $0

Investment Income $23,795

Other Revenue $230

TOTAL REVENUE $115,960

Expense Breakdown

Grants Paid $72,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,250

Other Expenses $12,934

TOTAL EXPENSES $85,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,960	$103,132	+0.1%
Expenses	$85,184	$111,085	-0.2%
Net Income	$30,776	$-7,953	-4.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Shad Sorenson	Chair	1.00	Officer Director	$0	$0	$0
David Simmons	Vice Chair	1.00	Director	$0	$0	$0
Sam Aplanalp	Trustee	1.00	Director	$0	$0	$0
Jed Milburn	Trustee	1.00	Director	$0	$0	$0
Tenley Branca	Trustee	1.00	Director	$0	$0	$0
Ty Metcalf	Trustee	1.00	Director	$0	$0	$0
Emily Flinders	Director	4.00	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
2025	$115,960	$85,184	$648,455	$30,776
2024	$103,132	$111,085	$649,429	$-7,953
2023	$135,146	$118,535	$628,382	$16,611
2022	$89,590	$111,204	$537,271	$-21,614
2021	$565,145	$124,338	$617,940	$440,807
2020	$109,586	$70,657	$145,663	$38,929
2019	$216,709	$147,023	$128,149	$69,686

Kamas Valley Community Foundation