John Hart Hunter Educational Foundation Inc (EIN 222991883) - 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

1990

Legal Domicile

Principal Officer

DOUG STIVES

Phone

7322134015

Tax Period

2023-09-01 to 2024-08-31

John Hart Hunter Educational Foundation Inc, founded in 1990, is a small nonprofit that reported $158K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $151K left a modest 5% surplus.

Mission

Foundation promotes scholarship skills for university students Scholarships are awarded to outstanding applicants

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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 $127,029

Program Service Revenue $0

Investment Income $31,295

Other Revenue $0

TOTAL REVENUE $158,324

Expense Breakdown

Grants Paid $21,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,077

Other Expenses $129,809

TOTAL EXPENSES $150,809

Year-over-Year Comparison

	2023	2022	Change
Revenue	$158,324	$235,256	-0.3%
Expenses	$150,809	$114,317	+0.3%
Net Income	$7,515	$120,939	-0.9%

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

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
JAMES L GOLDMAN	President	0.500	Officer Director	$0	$0	$0
DOUGLAS P STIVES	SecyTreas	0.500	Officer Director	$0	$0	$0
JOHN ENTEMAN	Director	0.500	Director	$0	$0	$0
JAMES FARRELL	Director	0.500	Director	$0	$0	$0
JEFFREY HODDE	Director	0.300	Director	$0	$0	$0
STEPHEN LEE	Director	0.500	Director	$0	$0	$0
MICHAEL MESTINSEK	Director	0.300	Director	$0	$0	$0
PETER RAYMOND	Director	0.300	Director	$0	$0	$0
RONALD FREUDENHEIM	Director	0.300	Director	$0	$0	$0
EDWARD MOONEY	Director	0.300	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	$158,324	$150,809	$1,637,392	$7,515
2023	$235,256	$114,317	$1,405,295	$120,939
2022	$143,226	$68,920	$1,207,569	$74,306
2021	$141,528	$100,808	$1,280,310	$40,720
2020	$153,162	$150,073	$1,026,810	$3,089

John Hart Hunter Educational Foundation Inc