HW-CONFLUENCE INC (EIN 272532183) - 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

2010

Legal Domicile

Principal Officer

KARISSA TRUJILLO

Phone

4065324663

Tax Period

2024-07-01 to 2025-06-30

HW-CONFLUENCE INC, founded in 2010, is a micro nonprofit in the Community Improvement sector that reported $86K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

To support Homeword, Inc., a Montana 501(c)(3) corporation. The exclusive purpose is to hold property and title to property; to lease property and collect income therefrom; and to turnover the entire amount thereof, less expenses, to Homeword, Inc.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $87,248

Investment Income $1,711

Other Revenue $-3,419

TOTAL REVENUE $85,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $343,337

Other Expenses $90,982

TOTAL EXPENSES $90,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,540	$66,259	+0.3%
Expenses	$90,982	$89,144	+0.0%
Net Income	$-5,442	$-22,885	-0.8%

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

$211,489

Total Directors

$211,489

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARISSA TRUJILLO	Executive Dir.	1.00	Officer Director	$113,858	$0	$113,858
MATT JOSEPH	FINANCE DIR.	1.00	Officer Director	$97,631	$0	$97,631
JESSICA VIZZUTTI	President	0.50	Officer Director	$0	$0	$0
BETH HAYES	PAST PRESIDENT	0.50	Director	$0	$0	$0
MEG HAENN	Vice President	0.50	Officer Director	$0	$0	$0
ADRIENNE MAXWELL	Secretary	0.50	Officer Director	$0	$0	$0
JASON ERICKSON	Treasurer	0.50	Officer 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	$85,540	$90,982	$3,299,862	$-5,442
2024	$66,259	$89,144	$3,332,351	$-22,885
2023	$43,189	$85,257	$3,348,194	$-42,068
2022	$43,908	$84,673	$3,415,895	$-40,765
2021	$44,231	$81,542	$3,487,040	$-37,311
2020	$42,781	$81,801	$3,540,247	$-39,020
2019	$22,884	$85,644	$3,611,681	$-62,760

HW-CONFLUENCE INC