TOM AND VALLEY KNUDSEN FOUNDATION (EIN 956031188) - 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

1997

Legal Domicile

Principal Officer

Sharon E Patterson

Phone

6263956250

Tax Period

2023-01-01 to 2023-12-31

TOM AND VALLEY KNUDSEN FOUNDATION, founded in 1997, is a small nonprofit that reported $321K in total revenue in fiscal year 2023. Net assets of $5.9M represent 222 months of operating reserves.

Mission

Direct support of California Institute of Technology, Harvey Mudd College, Loma Linda University, Loyola Marymount University,Mount St. Mary's College, Occidental College, Pomona College, and the University of Redlands to be used for general purposes in accordance with amended and restated bylaws dated 6/2/97.

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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 $0

Investment Income $320,772

Other Revenue $0

TOTAL REVENUE $320,772

Expense Breakdown

Grants Paid $281,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $281,300

Other Expenses $34,698

TOTAL EXPENSES $315,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$320,772	$324,796	0.0%
Expenses	$315,998	$309,145	+0.0%
Net Income	$4,774	$15,651	-0.7%

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

N/A

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

$2,170,288

Total Directors

$2,666,970

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Scott Richland	CFO	0.1	Officer Director	$0	$420,992	$1,419,063
Sharon E Patterson	President	0.5	Officer Director	$0	$65,867	$502,778
James A Ehlers	Secretary	0.1	Officer Director	$0	$31,191	$248,447
Linda Wight Mazur	Board Member	0.1	Director	$0	$23,391	$212,759
Stacey L Scoville	Board Member	0.1	Director	$0	$39,716	$283,923

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	No data	No data	No data	No data
2023	$320,772	$315,998	$5,922,501	$4,774
2022	$324,796	$309,145	$5,917,727	$15,651
2021	$569,312	$360,592	$5,902,076	$208,720
2020	$428,276	$306,361	$5,693,356	$121,915
2019	$401,336	$309,000	$5,571,441	$92,336
2018	$524,369	$324,088	$5,479,105	$200,281

TOM AND VALLEY KNUDSEN FOUNDATION