The Steven E Haberfelde Foundation (EIN 263422762) - 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

2008

Legal Domicile

Principal Officer

DIANA Burton-Owens

Phone

6615891877

Tax Period

2020-07-01 to 2021-06-30

The Steven E Haberfelde Foundation, founded in 2008, is a micro nonprofit that reported $68K in total revenue in fiscal year 2020. Revenue surged 76% from the prior year, signaling strong growth momentum. Expenses of $239K exceeded revenue, resulting in a 249% operating deficit.

Mission

TO RAISE MONEY AND DONATE IT TO THE M.A.R.E. RIDING CENTER IN BAKERSFIELD, CALIFORNIA.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $68,460

Other Revenue $0

TOTAL REVENUE $68,460

Expense Breakdown

Grants Paid $235,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $235,000

Other Expenses $4,177

TOTAL EXPENSES $239,177

Year-over-Year Comparison

	2020	2019	Change
Revenue	$68,460	$38,981	+0.8%
Expenses	$239,177	$111,187	+1.2%
Net Income	$-170,717	$-72,206	+1.4%

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
DIANA Burton-Owens	President	1.00	Officer Director	$0	$0	$0
Vicki Baker	Secretary	1.00	Officer Director	$0	$0	$0
Kimiko Kobayshi	board member	1.00	Director	$0	$0	$0
Larry Baker	Board Member	1.00	Director	$0	$0	$0
Diana Carr	Treasurer	1.00	Officer Director	$0	$0	$0
Diane Hopkins	Vice President	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
2021	$68,460	$239,177	$872,742	$-170,717
2020	$38,981	$111,187	$975,722	$-72,206
2019	$35,212	$55,275	$1,109,848	$-20,063
2018	$4,674	$100,507	$1,119,165	$-95,833

The Steven E Haberfelde Foundation