CHARITABLE FOUNDATION OF VAIL (EIN 841359646) - 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

1996

Legal Domicile

Phone

9703192352

Tax Period

2024-07-01 to 2025-06-30

CHARITABLE FOUNDATION OF VAIL, founded in 1996, is a micro nonprofit in the Education sector that reported $86K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $102K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE PRIMARY ACTIVITY IS TO RAISE AND DISTRIBUTE FUNDS THROUGH THE USE OF MEMBER VOLUNTEERS IN SUPPORT OF LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS THAT PROVIDE THE IDEALS OF ROTARY INTERNATIONAL.

🔒

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 $14,350

Program Service Revenue $0

Investment Income $19,972

Other Revenue $52,155

TOTAL REVENUE $86,477

Expense Breakdown

Grants Paid $96,988

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,988

Other Expenses $4,682

TOTAL EXPENSES $101,670

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,477	$74,045	+0.2%
Expenses	$101,670	$76,324	+0.3%
Net Income	$-15,193	$-2,279	+5.7%

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

N/A

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
FRASER HORN	TREASURER	4.00	Officer Director	$0	$0	$0
DIANA MEEHAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
TERI LESTER	DIRECTOR	1.00	Director	$0	$0	$0
FRED PACK	DIRECTOR	1.00	Director	$0	$0	$0
MIKE TRUEBLOOD	SECRETARY	2.00	Officer 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	$86,477	$101,670	$926,263	$-15,193
2024	$74,045	$76,324	$845,123	$-2,279
2023	$84,537	$79,428	$724,190	$5,109
2022	$95,529	$134,323	$691,283	$-38,794
2021	$81,164	$70,650	$787,294	$10,514
2020	$66,893	$114,296	$685,492	$-47,403
2019	$179,671	$54,959	$705,525	$124,712

CHARITABLE FOUNDATION OF VAIL