HFE SHARE IT FORWARD INC (EIN 201582086) - 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

2004

Legal Domicile

Principal Officer

JEFF USSERY

Phone

6789931990

Tax Period

2024-01-01 to 2024-12-31

HFE SHARE IT FORWARD INC, founded in 2004, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.0M exceeded revenue, resulting in a 37% operating deficit.

Mission

PROVIDING ASSISTANCE TO EMPLOYEES OF HERSCHEND FAMILY ENTERTAINMENT AND CERTAIN AFFILIATED COMPANIES IN TIMES OF FINANCIAL HARDSHIP.

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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 $1,402,482

Program Service Revenue $0

Investment Income $23,790

Other Revenue $25,647

TOTAL REVENUE $1,451,919

Expense Breakdown

Grants Paid $1,397,374

Salaries & Benefits $419,157

Fundraising Expenses $83,990

Program Expenses $1,582,491

Other Expenses $168,072

TOTAL EXPENSES $1,984,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,451,919	$1,294,021	+0.1%
Expenses	$1,984,603	$1,393,336	+0.4%
Net Income	$-532,684	$-99,315	+4.4%

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

120

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
KEVIN KIPFER	EXECUTIVE DI	40.00	Highest	$129,369	$0	$129,369
MELISSA BUCK	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL CORDANI	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA FOSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS FRANKLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE HEFLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE HERMEN	BOARD MEMBER	1.00	Director	$0	$0	$0
AL JENKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JORDAN LEACH	BOARD MEMBER	1.00	Director	$0	$0	$0
ED MONHEIMER	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY MOORE	TREASURER	1.00	Officer Director	$0	$0	$0
EVEN SCHUKMAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
VIEDRA SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF USSERY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN ZAJAC	BOARD MEMBER	1.00	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
2024	$1,451,919	$1,984,603	$2,513,644	$-532,684
2023	$1,294,021	$1,393,336	$3,052,592	$-99,315
2022	$1,157,151	$940,863	$3,139,628	$216,288
2021	$959,841	$602,857	$2,921,597	$356,984
2020	$2,064,230	$1,050,518	$2,559,162	$1,013,712
2019	$1,629,279	$1,424,637	$1,572,538	$204,642
2018	$1,545,364	$1,482,041	$1,341,898	$63,323

HFE SHARE IT FORWARD INC