VAIL RELIGIOUS FOUNDATION (EIN 846042788) - 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

2008

Legal Domicile

Principal Officer

JAMES WILKINS

Phone

9704763347

Tax Period

2024-01-01 to 2024-12-31

VAIL RELIGIOUS FOUNDATION, founded in 2008, is a small nonprofit that reported $716K in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. Net assets of $6.8M represent 114 months of operating reserves.

Mission

SUPPORT OF CHURCHES

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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 $492,789

Program Service Revenue $212,147

Investment Income $11,222

Other Revenue $0

TOTAL REVENUE $716,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,336

Fundraising Expenses $0

Program Expenses $758,606

Other Expenses $679,548

TOTAL EXPENSES $786,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$716,158	$1,824,998	-0.6%
Expenses	$786,884	$697,905	+0.1%
Net Income	$-70,726	$1,127,093	-1.1%

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

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

$81,458

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY LEVI COHEN	VOTING MEMBER	0.00	Director	$0	$0	$0
GREG OSTEEN	VOTING MEMBER	0.00	Director	$0	$0	$0
KATHY FAGAN	EXECUTIVE DIRECTOR	1.00	Director	$81,458	$0	$81,458
RABBI JOEL NEWMAN	VOTING MEMBER	0.00	Director	$0	$0	$0
JOEL W BARNDT	VOTING MEMBER	0.00	Director	$0	$0	$0
FR JOSE MARIA QUERA	VOTING MEMBER	0.00	Director	$0	$0	$0
BRETT GOETT	VOTING MEMBER	0.00	Director	$0	$0	$0
FR MICHAEL THOMAS	VOTING MEMBER	0.00	Director	$0	$0	$0
ANGELA LAVELLE	VOTING MEMBER	0.00	Director	$0	$0	$0
ALICE LEEDS	VOTING MEMBER	0.00	Director	$0	$0	$0
PAT N	AT LARGE MEMBER	0.00	Director	$0	$0	$0
DIANA MATHIAS	AT LARGE MEMBER	0.00	Director	$0	$0	$0
REV S BROOKS KEITH III	SECRETARY	0.00	Officer	$0	$0	$0
JAMES WILKINS	TREASURER	0.00	Officer	$0	$0	$0
REV SCOTT BEEBE	VICE-PRESIDENT	0.00	Officer	$0	$0	$0
MATTHEW WYATT	PRESIDENT	0.00	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	$716,158	$786,884	$7,354,458	$-70,726
2023	$1,824,998	$697,905	$7,342,933	$1,127,093
2022	$2,437,521	$504,270	$6,753,651	$1,933,251
2021	$2,438,527	$643,840	$3,869,063	$1,794,687
2020	$243,823	$385,886	$2,026,870	$-142,063
2019	$164,014	$265,713	$2,123,398	$-101,699
2018	$148,094	$242,530	$2,223,817	$-94,436

VAIL RELIGIOUS FOUNDATION