The deLeuze Family Charitable Foundation (EIN 822412297) - 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

2017

Legal Domicile

Principal Officer

Brett deLeuze

Phone

7079635188

Tax Period

2024-01-01 to 2024-12-31

The deLeuze Family Charitable Foundation, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $176K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

The mission of the Foundation is to support charitable organizations that engage in medical research activities, comforted living for those suffering from potentially terminal illnesses, and better development of the youth in the Napa Valley community.

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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 $278,129

Program Service Revenue $0

Investment Income $0

Other Revenue $-101,770

TOTAL REVENUE $176,359

Expense Breakdown

Grants Paid $168,690

Salaries & Benefits $0

Fundraising Expenses $4,361

Program Expenses $168,690

Other Expenses $7,421

TOTAL EXPENSES $176,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$176,359	$199,799	-0.1%
Expenses	$176,111	$191,798	-0.1%
Net Income	$248	$8,001	-1.0%

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
Brett deLeuze	President	1.00	Officer Director	$0	$0	$0
Brandon deLeuze	Secretary	1.00	Officer Director	$0	$0	$0
Guy Carl	Treasurer	1.00	Officer Director	$0	$0	$0
Robert deLeuze	Director	1.00	Director	$0	$0	$0
Louis Zabala	Director	1.00	Director	$0	$0	$0
Joe Tuscano	Director	1.00	Director	$0	$0	$0
Gina Dayton	Director	1.00	Director	$0	$0	$0
Greg Bouillerce	Director	1.00	Director	$0	$0	$0
Dustin Moilanen	Director	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	$176,359	$176,111	$21,717	$248
2023	$199,799	$191,798	$21,465	$8,001
2022	$192,031	$205,176	$13,466	$-13,145
2021	$159,722	$154,229	$27,136	$5,493
2019	$104,437	$90,535	$27,104	$13,902

The deLeuze Family Charitable Foundation