Value Stream Management Consortium (EIN 853884062) - 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

2020

Legal Domicile

Principal Officer

Helen Beal

Phone

4845219608

Tax Period

2023-01-01 to 2023-12-31

Value Stream Management Consortium, founded in 2020, is a small nonprofit that reported $392K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $531K exceeded revenue, resulting in a 35% operating deficit.

Mission

The Value Stream Management Consortium is a professional association funded by our members. We aim to serve the burgeoning VSM community by creating space to share experiences and learn from one another. We collaborate on producing content, tools, and utilities that drive the adoption of VSM practices that bestow business advantage.

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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 $391,995

Investment Income $0

Other Revenue $0

TOTAL REVENUE $391,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $375,942

Other Expenses $530,505

TOTAL EXPENSES $530,505

Year-over-Year Comparison

	2023	2022	Change
Revenue	$391,995	$509,225	-0.2%
Expenses	$530,505	$410,593	+0.3%
Net Income	$-138,510	$98,632	-2.4%

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

2000

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
Helen Beal	Chairman	20.00	Officer Director	$0	$0	$0
Sejal Amin	Director	5.00	Director	$0	$0	$0
Anand Ahire	Director	5.00	Director	$0	$0	$0
Loreen Knudsen	Director	5.00	Director	$0	$0	$0
Ted Sapountzis	Director	5.00	Director	$0	$0	$0
Lance Knight	Director	5.00	Director	$0	$0	$0
Jeff Moloughney	Director	5.00	Director	$0	$0	$0
Joshua Barnes	Director	5.00	Director	$0	$0	$0
Jeff Keyes	Director	5.00	Director	$0	$0	$0
Dalibor Siroky	Director	5.00	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
2023	$391,995	$530,505	$53,598	$-138,510
2022	$509,225	$410,593	$223,199	$98,632
2021	$209,514	$118,827	$107,476	$90,687

Value Stream Management Consortium