HIRSCHE SMILES FOUNDATION (EIN 200477801) - 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

2003

Legal Domicile

Principal Officer

Jason Dayne Petersen

Phone

2406788242

Tax Period

2024-01-01 to 2024-12-31

HIRSCHE SMILES FOUNDATION, founded in 2003, is a small nonprofit in the Human Services sector that reported $226K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $193K left a modest 15% surplus.

Mission

Charitable Purposes.

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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 $225,484

Program Service Revenue $0

Investment Income $709

Other Revenue $0

TOTAL REVENUE $226,193

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $11,602

Program Expenses $180,519

Other Expenses $192,796

TOTAL EXPENSES $192,796

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,193	$208,679	+0.1%
Expenses	$192,796	$203,115	-0.1%
Net Income	$33,397	$5,564	+5.0%

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

230

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	Role	Reportable Comp	Other Comp	Total
Nicole H Henstrom	Director	Director	$0	$0	$0
Kathy D Ross	Director	Director	$0	$0	$0
Julie Musselman	Director	Director	$0	$0	$0
Scott Larson	Director	Director	$0	$0	$0
Sharla Morgan	Director	Director	$0	$0	$0
Dayne Petersen	Director	Director	$0	$0	$0
David Jackson	Director	Director	$0	$0	$0
Steven H Warnock	President	Officer Director	$0	$0	$0
Will Jones	Vice President	Officer Director	$0	$0	$0
Alan R Patterson	Advisor to the Board - Former Director	Director	$0	$0	$0
Sandra Mangum	Advisor to the Board - Former Director	Director	$0	$0	$0
Jean Patterson	Advisor to the Board - Former Secretary/Treasurer	Officer	$0	$0	$0
Brittany Umi	Assistant Secretary	Officer	$0	$0	$0
Melinda Petersen	Secretary	Officer	$0	$0	$0
Cara Larson	Treasurer	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
2024	$226,193	$192,796	$361,393	$33,397
2023	$208,679	$203,115	$321,512	$5,564
2022	$217,878	$125,800	$315,948	$92,078
2019	$236,987	$178,863	$189,170	$58,124
2018	$200,040	$207,158	$131,046	$-7,118

HIRSCHE SMILES FOUNDATION