THE HANCOCK PROPERTIES FOUNDATION (EIN 270121577) - 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

2006

Legal Domicile

Principal Officer

BRIAN TREECE

Phone

4194251100

Tax Period

2023-01-01 to 2023-12-31

THE HANCOCK PROPERTIES FOUNDATION, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $601K in total revenue in fiscal year 2023. Net assets of $3.8M represent 77 months of operating reserves.

Mission

THE ORGANIZATION ASSISTS CHARITABLE ORGANIZATIONS IN HANCOCK COUNTY BY PROVIDING AFFORDABLE RENTAL SPACE FOR THEIR ADMINISTRATIVE, MANAGEMENT AND OPERATIONAL ACTIVITIES IN GENERAL SUPPORT OF THE FINDLAY-HANCOCK COUNTY COMMUNITY FOUNDATION.

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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 $175,452

Program Service Revenue $425,815

Investment Income $0

Other Revenue $0

TOTAL REVENUE $601,267

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,561

Fundraising Expenses $0

Program Expenses $635,988

Other Expenses $494,427

TOTAL EXPENSES $635,988

Year-over-Year Comparison

	2023	2022	Change
Revenue	$601,267	$621,225	0.0%
Expenses	$635,988	$725,676	-0.1%
Net Income	$-34,721	$-104,451	-0.7%

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

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

$185,549

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATTY LUCAS	TRUSTEE	1.00	Director	$0	$0	$0
DAVE HEALY	TRUSTEE	1.00	Director	$0	$0	$0
ED READING	TRUSTEE	1.00	Director	$0	$0	$0
ANNA SCHROEDER	TRUSTEE	1.00	Director	$0	$0	$0
CARLA BENJAMIN	TRUSTEE	1.00	Director	$0	$0	$0
GINGER JONES	TRUSTEE	1.00	Director	$0	$0	$0
JOE MAYBERRY	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN WHITTA	TRUSTEE	1.00	Director	$0	$0	$0
DON ESSEX	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BRIAN TREECE	SECRETARY	4.00	Officer	$0	$16,655	$185,549

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	No data	No data	No data	No data
2023	$601,267	$635,988	$3,901,777	$-34,721
2022	$621,225	$725,676	$3,921,153	$-104,451
2021	$839,587	$567,873	$4,036,681	$271,714
2020	$370,235	$538,695	$3,786,570	$-168,460
2019	$526,354	$574,915	$3,931,849	$-48,561

THE HANCOCK PROPERTIES FOUNDATION