THE VIVIAN HELENE FOUNDATION INC C/O BETH MAXWELL (EIN 874302656) - 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

2022

Legal Domicile

Principal Officer

BETH MAXWELL

Phone

9083006949

Tax Period

2025-01-01 to 2025-12-31

THE VIVIAN HELENE FOUNDATION INC C/O BETH MAXWELL, founded in 2022, is a micro nonprofit in the Human Services sector that reported $11K in total revenue in fiscal year 2025. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $20K exceeded revenue, resulting in a 92% operating deficit.

Mission

TO PROVIDE A PATH TOWARD FINDING LIGHT,LOVE AND JOY FOR INDIVIDUALS AND FAMILIES THAT HAVE EXPERIENCED TRAUMATIC LOSS AND GRIEF.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,759

Program Service Revenue $7,788

Investment Income $0

Other Revenue $0

TOTAL REVENUE $10,547

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,825

Other Expenses $20,205

TOTAL EXPENSES $20,205

Year-over-Year Comparison

	2025	2024	Change
Revenue	$10,547	$28,444	-0.6%
Expenses	$20,205	$35,295	-0.4%
Net Income	$-9,658	$-6,851	+0.4%

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

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
BETH MAXWELL	TRUSTEE/EXECUTIVE DIRECTOR	5.00	Officer Director	$0	$0	$0
TIMOTHY MAXWELL	TRUSTEE	5.00	Director	$0	$0	$0
MARY EVALYN MAXWELL	TRUSTEE	5.00	Director	$0	$0	$0
AUDREY RYMON MAXWELL	TRUSTEE	5.00	Director	$0	$0	$0
MIKE NUGENT	PRESIDENT	5.00	Officer	$0	$0	$0
TAMMI MOLAVI	VICE PRESIDENT	5.00	Officer	$0	$0	$0
NOREEN RANALLO	SECRETARY	5.00	Officer	$0	$0	$0
MAUREEN MCCORD	TREASURER	5.00	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
2025	$10,547	$20,205	$15,077	$-9,658
2024	$28,444	$35,295	$24,735	$-6,851
2023	$79,626	$82,259	$31,586	$-2,633
2022	$61,633	$27,414	$34,219	$34,219

THE VIVIAN HELENE FOUNDATION INC C/O BETH MAXWELL