WET MTN VALLEY COMMUNITY FOUNDATION (EIN 841516244) - 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

1999

Legal Domicile

Principal Officer

CATHY SNOW

Tax Period

2023-01-01 to 2023-12-31

WET MTN VALLEY COMMUNITY FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $632K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $603K left a modest 5% surplus.

Mission

COMMUNITY GRANTS AND SUPPORT OF COMMUNITY BASED PROGRAMS AND SERVICES. THE WET MOUNTAIN VALLEY COMMUNITY FOUNDATION STRENGTHENS TAX EXEMPT ORGANIZATIONS AND PROVIDES DONORS WITH CHARITABLE GIVING OPTIONS.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $504,589

Program Service Revenue $73,814

Investment Income $53,755

Other Revenue $0

TOTAL REVENUE $632,158

Expense Breakdown

Grants Paid $394,721

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $592,387

Other Expenses $207,894

TOTAL EXPENSES $602,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$632,158	$684,047	-0.1%
Expenses	$602,615	$561,776	+0.1%
Net Income	$29,543	$122,271	-0.8%

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
KAREN RULO	DIRECTOR	3.00	Director	$0	$0	$0
MIKE PENNICA	DIRECTOR	3.00	Director	$0	$0	$0
GINA GRAHAM	DIRECTOR	2.00	Director	$0	$0	$0
BONNIE SAMUELSON	DIRECTOR	5.00	Director	$0	$0	$0
LUCILLE DIDOMENICO	DIRECTOR	3.00	Director	$0	$0	$0
CATHY SNOW	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
GARY TAYLOR	PRESIDENT	8.00	Officer	$0	$0	$0
HEIDI CLARE LAMBERT	SECRETARY	15.00	Officer	$0	$0	$0
PATTI DUNN	TREASURER	6.00	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
2024	No data	No data	No data	No data
2023	$632,158	$602,615	$1,822,157	$29,543
2022	$684,047	$561,776	$1,704,777	$122,271
2022	$683,657	$566,227	$1,699,936	$117,430
2021	$762,199	$529,674	$1,794,176	$232,525
2020	$629,580	$487,784	$1,545,516	$141,796
2019	$471,590	$459,615	$1,403,720	$11,975
2018	$670,909	$580,065	$1,286,851	$90,844

WET MTN VALLEY COMMUNITY FOUNDATION