VALLE DEL SOL FOUNDATION (EIN 873903344) - 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

2021

Legal Domicile

Principal Officer

MIKE RENAUD

Phone

6022586797

Tax Period

2024-07-01 to 2025-06-30

VALLE DEL SOL FOUNDATION, founded in 2021, is a small nonprofit in the Human Services sector that reported $191K in total revenue in fiscal year 2024. The organization ran a surplus of $90K, a strong 47% operating margin.

Mission

TO SUPPORT THE CHARITABLE PURPOSE OF VALLE DEL SOL, INC. BY FACILITATING INVESTMENTS FOR ITS BENEFIT.

🔒

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 $0

Program Service Revenue $0

Investment Income $190,580

Other Revenue $0

TOTAL REVENUE $190,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $100,207

TOTAL EXPENSES $100,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,580	$190,580	N/A
Expenses	$100,207	$25,647	+2.9%
Net Income	$90,373	$164,933	-0.5%

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

$414,916

Total Directors

$414,916

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL RENAUD	CEO	0.25	Officer Director	$0	$7,222	$221,928
SUMIT CHOHAN	TREASURER	0.25	Officer Director	$0	$8,095	$192,988
ANGELA FLOREZ	SECRETARY	0.25	Officer Director	$0	$0	$0
ADAM LOPEZ FAULK	DIRECTOR	0.25	Director	$0	$0	$0
LYDIA LEE	DIRECTOR	0.25	Director	$0	$0	$0
TERRI LEON	DIRECTOR	0.25	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	$190,580	$100,207	$15,954,139	$90,373
2024	$190,580	$25,647	$15,863,766	$164,933
2023	$190,580	$103,578	$15,698,316	$87,002
2022	$15,632,925	$53,753	$15,582,888	$15,579,172

VALLE DEL SOL FOUNDATION