HVA FOUNDATION INC (EIN 061402968) - 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

1994

Legal Domicile

Principal Officer

MICHAEL NESBITT

Phone

8606726678

Tax Period

2024-07-01 to 2025-06-30

HVA FOUNDATION INC, founded in 1994, is a small nonprofit that reported $130K in total revenue in fiscal year 2024. Revenue surged 269% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 56% operating margin.

Mission

TO RAISE FUNDS FOR AND SUPPORT ENVIRONMENTAL EDUCATION AND PRESERVATION

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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 $0

Program Service Revenue $0

Investment Income $129,537

Other Revenue $0

TOTAL REVENUE $129,537

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,574

Other Expenses $57,225

TOTAL EXPENSES $57,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,537	$35,065	+2.7%
Expenses	$57,225	$52,832	+0.1%
Net Income	$72,312	$-17,767	-5.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY ZUNINO	DIRECTOR	0.50	Director	$0	$0	$0
LYNN WERNER	DIRECTOR	0.50	Director	$0	$0	$0
MARGUERITE PURNELL	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL NESBITT	PRESIDENT	0.50	Officer Director	$0	$0	$0
DIANE JOHNSTONE	SECRETARYTREASURER DIRECTOR	0.50	Officer Director	$0	$0	$0
JAMES MALONEY	VICE PRESIDENT	0.50	Officer 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	$129,537	$57,225	$1,714,080	$72,312
2024	$35,065	$52,832	$1,597,250	$-17,767
2023	$143,936	$48,338	$1,435,849	$95,598
2022	$142,686	$47,472	$1,276,572	$95,214
2021	$38,955	$41,126	$1,309,737	$-2,171
2020	$28,339	$33,230	$1,056,692	$-4,891
2019	$114,011	$29,542	$1,041,507	$84,469
2018	$20,783	$29,157	$916,327	$-8,374

HVA FOUNDATION INC