SONS AND DAUGHTERS OF HERMAN (EIN 340541249) - 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

1940

Legal Domicile

Principal Officer

BILL RUBY

Phone

4195220642

Tax Period

2024-01-01 to 2024-12-31

SONS AND DAUGHTERS OF HERMAN, founded in 1940, is a small nonprofit that reported $357K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $311K left a modest 13% surplus.

Mission

SOCIAL BENEFITS FOR MEMBERS

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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 $2,621

Program Service Revenue $0

Investment Income $79

Other Revenue $354,522

TOTAL REVENUE $357,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,564

Fundraising Expenses $0

Other Expenses $187,217

TOTAL EXPENSES $310,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$357,222	$232,125	+0.5%
Expenses	$310,781	$226,410	+0.4%
Net Income	$46,441	$5,715	+7.1%

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

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

$63,216

Total Directors

$12,312

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA GRUBBS	SECRETARY	25.00	Officer	$25,540	$0	$25,540
MICHELLE BACKENSTO	VICE PRESIDE	15.00	Officer	$10,928	$0	$10,928
JIM ENGLAND	VICE PRESIDE	10.00	Officer	$7,729	$0	$7,729
PATTY HARGETT	TRUSTEE	10.00	Director	$7,289	$0	$7,289
JEFF STROUP	FINANCIAL SE	10.00	Officer	$6,202	$0	$6,202
VANESSA RUBY	TREASURER/FI	10.00	Officer	$5,496	$0	$5,496
RICHARD GRUBBS	TRUSTEE	10.00	Director	$5,023	$0	$5,023
BILL RUBY	PRESIDENT	10.00	Officer	$4,423	$0	$4,423
KAREN WERTZ	PRESIDENT	10.00	Officer	$2,898	$0	$2,898
SCOTT BRICKER	TRUSTEE	2.00	Director	$0	$0	$0
SALENA GATTSHALL	TRUSTEE	2.00	Director	$0	$0	$0
TIM GOUGH	TRUSTEE	2.00	Director	$0	$0	$0
VIENNA WALTON	TRUSTEE	2.00	Director	$0	$0	$0
DEREK CARR	TREASURER	2.00	Officer	$0	$0	$0
PAUL HAMPTON	SECRETARY	2.00	Officer	$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	$357,222	$310,781	$425,468	$46,441
2023	$232,125	$226,410	$379,027	$5,715
2022	$157,049	$175,976	$373,312	$-18,927
2021	$105,055	$138,069	$393,105	$-33,014
2020	$109,063	$111,360	$425,253	$-2,297
2019	$151,761	$138,830	$429,238	$12,931
2018	$220,261	$167,244	$426,441	$53,017

SONS AND DAUGHTERS OF HERMAN