The Hinkle Foundation

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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

1972

Legal Domicile

Principal Officer

MARY METZ

Phone

8187371090

Tax Period

2017-10-01 to 2018-09-30

The Hinkle Foundation, founded in 1972, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $927K in total revenue in fiscal year 2017. The organization ran a surplus of $422K, a strong 46% operating margin.

Mission

Until June 2014, The Hinkle Foundation (formerly "Christ Unity Manor") provided low income elderly

Program Service Accomplishments

Program 1

Revenue: $170,700

AS STATED ABOVE, THE HINKLE FOUNDATION HAS INVESTED THE PROCEEDS OF THE SALE OF ITS HUD APARTMENT COMPLEX IN A DIVERSIFIED PORTFOLIO OF PUBLICLY TRADED SECURITIES. THE FOUNDATION HAS MADE A...

AS STATED ABOVE, THE HINKLE FOUNDATION HAS INVESTED THE PROCEEDS OF THE SALE OF ITS HUD APARTMENT COMPLEX IN A DIVERSIFIED PORTFOLIO OF PUBLICLY TRADED SECURITIES. THE FOUNDATION HAS MADE A $3,600,000 LOAN (AT BELOW MARKET INTEREST) TO A PROVIDER OF LOW INCOME SENIOR/ELDERLY HOUSING. THE FOUNDATION CONTINUES TO ACTIVELY PURSUE INVESTMENTS AND PROJECTS WHICH WILL PROVIDE AND/OR SUPPORT LOW INCOME SENIOR HOUSING. FOR ITS YEAR ENDED 9/30/2018, THE FOUNDATION HAS RECEIVED $170,700 IN PAYMENTS ON ITS LOAN TO THE ABOVE-MENTIONED PROVIDER OF LOW INCOME SENIOR/ELDERLY HOUSING.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $170,700

Investment Income $756,739

Other Revenue $0

TOTAL REVENUE $927,439

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $505,295

TOTAL EXPENSES $505,295

Year-over-Year Comparison

	2017	2016	Change
Revenue	$927,439	N/A	N/A
Expenses	$505,295	N/A	N/A
Net Income	$422,144	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

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
MARY METZ	Sect/Treas	20.00	Officer Director	$0	$0	$0
IRMA VARNADO	Director	20.00	Officer Director	$0	$0	$0
RUTH REED	Director	20.00	Director	$0	$0	$0
CESAR SANDOVAL	Director	20.00	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
2018	$927,439	$505,295	$25,740,376	$422,144