HAROLD M HEFLEY & VERA CORBIN HEFLEY CHARITABLE FOUNDATION (EIN 311703432) - 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

2000

Legal Domicile

Principal Officer

ALLAN HELSEL

Phone

6208925869

Tax Period

2024-01-01 to 2024-12-31

HAROLD M HEFLEY & VERA CORBIN HEFLEY CHARITABLE FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $21K in total revenue in fiscal year 2024. Expenses of $29K exceeded revenue, resulting in a 36% operating deficit.

Mission

ORGANIZED AS A SUPPORTING ORGANIZATION UNDER THE CODE & DIRECTED TO DISTRIBUTE ANNUALLY TO QUALIFIED 501 (c) 3 CHARITIES

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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 $0

Investment Income $21,089

Other Revenue $0

TOTAL REVENUE $21,089

Expense Breakdown

Grants Paid $11,853

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,853

Other Expenses $16,799

TOTAL EXPENSES $28,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,089	$20,671	+0.0%
Expenses	$28,652	$12,009	+1.4%
Net Income	$-7,563	$8,662	-1.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOYLENE DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
ALLAN HELSEL	TRUSTEE	1.00	Director	$0	$0	$0
LIZ GARDNER MCBEE	TRUSTEE	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
2024	$21,089	$28,652	$1,018,335	$-7,563
2023	$20,671	$12,009	$946,695	$8,662
2022	$34,254	$18,415	$816,909	$15,839
2021	$98,658	$56,707	$991,870	$41,951
2020	$74,559	$17,664	$929,589	$56,895
2019	$97,811	$23,960	$833,480	$73,851
2018	$58,664	$42,044	$701,154	$16,620

HAROLD M HEFLEY & VERA CORBIN HEFLEY CHARITABLE FOUNDATION