HOLT-ELWELL MEMORIAL FOUNDATION OP… - Form 990 Financial Data

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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

1903

Legal Domicile

Principal Officer

KIT JENKINS

Phone

6037448095

Tax Period

2024-11-01 to 2025-10-31

HOLT-ELWELL MEMORIAL FOUNDATION OPERATING CAMP MOWGLIS, founded in 1903, is a community nonprofit in the Recreation & Sports sector that reported $2.1M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $465K, a strong 22% operating margin.

Mission

OPERATE A BOY'S SUMMER CAMP WHERE THE FOCUS IS ON PERSONAL GROWTH, CHARACTER DEVELOPMENT, AND COMMUNITY BUILDING.

Program Service Accomplishments

Program 1

Expenses: $1,371,571 Revenue: $987,134

PROVIDE A SUMMER EXPERIENCE FOR BOYS IN GROUP LIVING WHERE THEY MAY DEVELOP SKILLS IN SPORTS AND CAMPING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $523,477

Program Service Revenue $987,134

Investment Income $611,513

Other Revenue $12,546

TOTAL REVENUE $2,134,670

Expense Breakdown

Grants Paid $173,790

Salaries & Benefits $764,189

Fundraising Expenses $163,336

Program Expenses $1,371,571

Other Expenses $731,723

TOTAL EXPENSES $1,669,702

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,134,670	$2,434,611	-0.1%
Expenses	$1,669,702	$1,561,653	+0.1%
Net Income	$464,968	$872,958	-0.5%

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

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

$149,791

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIT JENKINS	PRESIDENT	2.00	Officer Director	$0	$0	$0
AL REIFF	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ANABELA PEROZEK	TREASURER	2.00	Officer Director	$0	$0	$0
JOE BOUBOULIS	SECRETARY	2.00	Director	$0	$0	$0
WILL SCOTT	DIRECTOR	1.00	Officer Director	$0	$0	$0
BILL TWEEDY	DIRECTOR	1.00	Director	$0	$0	$0
ERIK BERNHARDT	DIRECTOR	1.00	Director	$0	$0	$0
MEG DRAZEK	DIRECTOR	1.00	Director	$0	$0	$0
NANDI JONES CLEMENT	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MIXTER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
REINHARD ROTHER	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIAN SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
CALEB WHITE	DIRECTOR	1.00	Director	$0	$0	$0
FRANK WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ED REDLING	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP GREVEN III	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA HAYDEN	DIRECTOR	1.00	Director	$0	$0	$0
ALEJANDRO MEDINA MORA	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY SOUKUP	DIRECTOR	1.00	Officer Director	$0	$0	$0
JENNIFER DEVINE	DIRECTOR	1.00	Director	$0	$0	$0
GREG GOSS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES HART	DIRECTOR	1.00	Director	$0	$0	$0
ROSHNI MOHAN	DIRECTOR	1.00	Director	$0	$0	$0
NICK ROBBINS	DIRECTOR	60.00	Officer	$131,346	$18,445	$149,791

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	$2,134,670	$1,669,702	$7,747,002	$464,968
2024	$2,434,611	$1,561,653	$7,127,287	$872,958
2023	$2,204,006	$1,566,175	$5,632,141	$637,831
2022	$1,605,719	$1,457,130	$4,833,943	$148,589
2021	$2,777,734	$1,204,757	$5,937,699	$1,572,977
2020	$776,439	$701,516	$4,039,444	$74,923
2019	$1,472,362	$1,223,760	$3,515,210	$248,602
2018	$1,963,748	$1,297,190	$3,215,309	$666,558

HOLT-ELWELL MEMORIAL FOUNDATION OPERATING CAMP MOWGLIS