REX HAGEN FAMILY FOUNDATION INC (EIN 311157920) - 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

1986

Legal Domicile

Principal Officer

MARK HAGEN

Phone

2608943136

Tax Period

2025-01-01 to 2025-12-31

REX HAGEN FAMILY FOUNDATION INC, founded in 1986, is a small nonprofit that reported $489K in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $436K left a modest 11% surplus.

Mission

SUPPORT CITIES, CHURCHES AND EDUCATION

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $494,732

Other Revenue $-6,035

TOTAL REVENUE $488,697

Expense Breakdown

Grants Paid $429,740

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $435,748

Other Expenses $6,008

TOTAL EXPENSES $435,748

Year-over-Year Comparison

	2025	2024	Change
Revenue	$488,697	$420,214	+0.2%
Expenses	$435,748	$407,272	+0.1%
Net Income	$52,949	$12,942	+3.1%

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
NANCY CROSS	DIRECTOR	N/A	Officer Director	$0	$0	$0
PEGGY DANIELS	SECREATRY	N/A	Officer Director	$0	$0	$0
EARLE FRANKLIN	DIRECTOR	N/A	Officer Director	$0	$0	$0
MARK HAGEN	TREASURER	N/A	Officer Director	$0	$0	$0
NANCY HAGEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
JEAN NESS	DIRECTOR	N/A	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	$488,697	$435,748	$9,076,499	$52,949
2024	$420,214	$407,272	$9,023,550	$12,942
2023	$452,190	$350,874	$9,010,608	$101,316
2022	$452,029	$397,146	$8,909,292	$54,883
2021	$406,135	$265,912	$8,854,409	$140,223
2020	$401,254	$260,954	$8,726,495	$140,300
2019	$999,631	$343,182	$8,627,671	$656,449

REX HAGEN FAMILY FOUNDATION INC