VITA VALENS FOUNDATION INC (EIN 843785951) - 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

2019

Legal Domicile

Principal Officer

JULIE KIM

Phone

6178770338

Tax Period

2023-01-01 to 2023-12-31

VITA VALENS FOUNDATION INC, founded in 2019, is a small nonprofit in the Human Services sector that reported $200K in total revenue in fiscal year 2023. Revenue surged 2194% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 32% operating margin.

Mission

VITA VALENS' MISSION IS TO ADVANCE RESEARCH TO IMPROVE THE EMOTIONAL WELLBEING OF OLDER ADULTS IN THE NEW YORK CITY AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $200,000

Investment Income $31

Other Revenue $0

TOTAL REVENUE $200,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $98,055

Fundraising Expenses $0

Program Expenses $107,055

Other Expenses $37,392

TOTAL EXPENSES $135,447

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,031	$8,720	+21.9%
Expenses	$135,447	$13,734	+8.9%
Net Income	$64,584	$-5,014	-13.9%

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

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
JEFFREY FAN	CO-EXECUTIVE DIRECTOR	2.00	Officer Director	$0	$0	$0
PETER FARONI	CO-EXECUTIVE DIRECTOR	2.00	Officer Director	$0	$0	$0
JULIE KIM	TREASURER AND 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
2024	No data	No data	No data	No data
2023	$200,031	$135,447	$391,265	$64,584
2022	$8,720	$13,734	$326,681	$-5,014
2021	$25	$1,538	$331,695	$-1,513
2020	$93	$66,830	$333,208	$-66,737
2019	$400,000	$55	$399,945	$399,945

VITA VALENS FOUNDATION INC