HMH Foundation (EIN 270196418) - 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

2009

Legal Domicile

Principal Officer

Fred Berry

Phone

3303841555

Tax Period

2022-07-01 to 2023-06-30

HMH Foundation, founded in 2009, is a micro nonprofit that reported $61K in total revenue in fiscal year 2022. Revenue fell 44% from the prior year — a significant decline worth monitoring. Net assets of $1.7M represent 330 months of operating reserves.

Mission

TO RAISE AND DISTRIBUTE FUNDS TO SUPPORT HUMILITY OF MARY HOUSING, INC. AND ITS AFFILIATES.

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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 $24,410

Program Service Revenue $0

Investment Income $36,419

Other Revenue $0

TOTAL REVENUE $60,829

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,222

Fundraising Expenses $58,678

Program Expenses $0

Other Expenses $24,056

TOTAL EXPENSES $63,278

Year-over-Year Comparison

	2022	2021	Change
Revenue	$60,829	$108,616	-0.4%
Expenses	$63,278	$23,576	+1.7%
Net Income	$-2,449	$85,040	-1.0%

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

$101,346

Total Directors

$101,346

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED BERRY	EX OFFICIO	11.0	Officer Director	$0	$0	$101,346
SR TOBY LARDIE HM	SECRETARY	1.0	Officer Director	$0	$0	$0
TRACY BURKHART	TREASURER	1.0	Officer Director	$0	$0	$0
VALERY GAINES	TRUSTEE	1.0	Director	$0	$0	$0
GERALD SKULLY	CHAIRPERSON	1.0	Officer Director	$0	$0	$0
JIM BIRD	TRUSTEE	1.0	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$60,829	$63,278	$1,670,929	$-2,449
2022	$108,616	$23,576	$1,601,367	$85,040
2021	$133,381	$28,775	$1,823,508	$104,606
2020	$1,000,460	$4,131	$1,635,829	$996,329
2019	$31,238	$8,235	$633,469	$23,003
2018	$58,499	$9,852	$599,587	$48,647

HMH Foundation