THE HELEN E YERK FOUNDATION (EIN 232030335) - 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

1976

Legal Domicile

Principal Officer

SUSAN LEYBURN MPA SHRM-C

Phone

6102645724

Tax Period

2024-07-01 to 2025-06-30

THE HELEN E YERK FOUNDATION, founded in 1976, is a micro nonprofit that reported $73K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 80% operating margin.

Mission

TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF THE PROGRAMS OF OTHER IRC 501(C) (3) ORGANIZATIONS

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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 $72,993

Other Revenue $0

TOTAL REVENUE $72,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $14,354

TOTAL EXPENSES $14,354

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,993	$55,099	+0.3%
Expenses	$14,354	$12,680	+0.1%
Net Income	$58,639	$42,419	+0.4%

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

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
KAJ ERNST KARCH	PRESIDENT	N/A	Officer Director	$0	$0	$0
SAMUEL JAMES JONES	1ST VP	N/A	Officer Director	$0	$0	$0
XAVIER FAURA DVM MBA	2ND VP	N/A	Officer Director	$0	$0	$0
RONALD GARY MATAN	TREASURER	N/A	Officer Director	$0	$0	$0
DANIEL J HILBERT	ASSISTANT TR	N/A	Officer Director	$0	$0	$0
FRANKLIN GREEN	SECRETARY	N/A	Officer Director	$0	$0	$0
SUSAN LEYBURN MPA SHRM-C	EX OFFICIO	N/A	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	$72,993	$14,354	$2,747,441	$58,639
2024	$55,099	$12,680	$2,521,450	$42,419
2023	$16,188	$11,062	$2,225,048	$5,126
2022	$176,256	$12,827	$2,018,014	$163,429
2021	$402,575	$1,510	$2,332,834	$401,065
2020	$-22,080	$11,007	$1,922,868	$-33,087
2019	$114,593	$11,123	$1,836,363	$103,470
2018	$51,849	$61,191	$1,786,650	$-9,342

THE HELEN E YERK FOUNDATION