THE VALHALLA FUND

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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

2023

Legal Domicile

Principal Officer

CHRISTIAN JOHANNESON

Phone

4254453507

Tax Period

2023-01-01 to 2023-12-31

THE VALHALLA FUND, founded in 2023, is a small nonprofit in the Medical Research sector that reported $181K in total revenue in fiscal year 2023. The organization ran a surplus of $107K, a strong 59% operating margin.

Mission

The Valhalla Fund's mission is to provide hope and support to individuals and families affected by Pulmonary Fibrosis while promoting awareness and advancing research toward finding a cure. Through compassionate care, education, and advocacy, they strive to improve the quality of life for those affected by this disease and work towards a future where Pulmonary Fibrosis is no longer a threat.

Program Service Accomplishments

Program 1

Expenses: $60,764 Revenue: $103,149

ScooterIceland - In 2023 the foundation funded a journey to Iceland, raising funds and awareness for pulmonary fibrosis. 100% of the money raised will go directly towards benefiting those affected by...

Program 2

Expenses: $1,210

Valhalla Vessels - The Valhalla Fund offers a unique experience to visitors and locals alike. Whether you're looking to explore the beauty of Puget Sound, or are seeking an unforgettable fishing...

Valhalla Vessels - The Valhalla Fund offers a unique experience to visitors and locals alike. Whether you're looking to explore the beauty of Puget Sound, or are seeking an unforgettable fishing adventure, their team is eager to take you there. They operate on a donation-based system, making sure that everyone has access to the serenity and excitement of the water.

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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 $178,149

Program Service Revenue $0

Investment Income $2,450

Other Revenue $0

TOTAL REVENUE $180,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,114

Fundraising Expenses $0

Program Expenses $61,974

Other Expenses $63,587

TOTAL EXPENSES $73,701

Year-over-Year Comparison

	2023	2022	Change
Revenue	$180,599	N/A	N/A
Expenses	$73,701	N/A	N/A
Net Income	$106,898	N/A	N/A

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

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

$10,113

Total Directors