KATIE & THOMAS HAYNES MEMORIAL EDUCATIONAL FUND (EIN 330533843) - 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

1992

Legal Domicile

Principal Officer

MICHAEL HAYNES

Phone

7149646590

Tax Period

2023-01-01 to 2023-12-31

KATIE & THOMAS HAYNES MEMORIAL EDUCATIONAL FUND, founded in 1992, is a small nonprofit in the Unknown sector that reported $852K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $644K, a strong 76% operating margin.

Mission

FUND IS DEDICATED TO SUPPORTING YOUNG PEOPLE AND THEIR FAMILIES. WE DESIRE TO RELEASE THE FULL POTENTIAL OF YOUNG PEOPLE. GRANTS TO ORGANIZATIONS THAT ASSIST YOUTH AND THEIR FAMILIES, ASSISTANCE TO FAMILIES IN CRISIS, EDUCATIONAL AND EXTRACURRICULAR ACTIVITIES.

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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 $605,850

Program Service Revenue $0

Investment Income $226,878

Other Revenue $19,687

TOTAL REVENUE $852,415

Expense Breakdown

Grants Paid $208,388

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,496

Other Expenses $108

TOTAL EXPENSES $208,496

Year-over-Year Comparison

	2023	2022	Change
Revenue	$852,415	$753,862	+0.1%
Expenses	$208,496	$161,102	+0.3%
Net Income	$643,919	$592,760	+0.1%

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
PAUL BUSH	President	2.00	Officer Director	$0	$0	$0
CONNIE GREYSHOCK	Secretary	3.00	Officer Director	$0	$0	$0
MICHAEL HAYNES	CFO	3.00	Officer Director	$0	$0	$0
RICK HORSTMANN	Director	2.00	Director	$0	$0	$0
MICHAEL MURPHY	Director	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	No data	No data	No data	No data
2023	$852,415	$208,496	$3,184,284	$643,919
2022	$753,862	$161,102	$2,440,060	$592,760
2021	$972,770	$1,046,071	$2,225,375	$-73,301
2020	$79,753	$161,070	$2,068,204	$-81,317

KATIE & THOMAS HAYNES MEMORIAL EDUCATIONAL FUND