HENRIETTA FOUNDATION INC (EIN 237072781) - 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

1968

Legal Domicile

Tax Period

2022-05-01 to 2023-04-30

HENRIETTA FOUNDATION INC, founded in 1968, is a micro nonprofit in the Housing & Shelter sector that reported $54K in total revenue in fiscal year 2022. Net assets of $2.0M represent 439 months of operating reserves.

Mission

HOUSING FOR THE ELDERLY

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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 (2022)

Revenue Breakdown

Contributions & Grants $400

Program Service Revenue $53,250

Investment Income $0

Other Revenue $0

TOTAL REVENUE $53,650

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,276

Other Expenses $52,292

TOTAL EXPENSES $52,292

Year-over-Year Comparison

	2022	2021	Change
Revenue	$53,650	N/A	N/A
Expenses	$52,292	N/A	N/A
Net Income	$1,358	N/A	N/A

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

N/A

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	Role	Reportable Comp	Other Comp	Total
ADELE B MATHISON	DIRECTOR	Director	$0	$0	$0
LORI ANDERSON	DIRECTOR	Director	$0	$0	$0
BARRY CHRISTIANSON	DIRECTOR	Director	$0	$0	$0
GAY R ANDERSON	PRESIDENT	Officer Director	$0	$0	$0
LARRY ANDERSON	VICE PRESIDENT	Officer Director	$0	$0	$0
COREEN THOMAS	SECRETARY	Officer	$0	$0	$0
MELVIN V MATHISON	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$53,650	$52,292	$1,981,684	$1,358
2022	$47,911	$47,812	$1,940,207	$99
2021	$57,373	$41,952	$1,916,397	$15,421
2020	$59,192	$41,301	$1,702,346	$17,891
2019	$61,936	$48,568	$1,738,907	$13,368

HENRIETTA FOUNDATION INC