HATTIE LARLHAM FOUNDATION (EIN 341696794) - 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

1991

Legal Domicile

Principal Officer

STEPHEN COLECCHI

Phone

3302742272

Tax Period

2024-01-01 to 2024-12-31

HATTIE LARLHAM FOUNDATION, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $2.2M, a strong 74% operating margin.

Mission

THE HATTIE LARLHAM FOUNDATION SUPPORTS THE IMPORTANT SERVICES AND PROGRAMS AT HATTIE LARLHAM THROUGH COMMUNITY OUTREACH, FUNDRAISING INITIATIVES, DONOR RELATIONS, CORPORATE PARTNERSHIPS, MEDIA AND MARKETING, AND VOLUNTEER COORDINATION.

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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 $2,303,544

Program Service Revenue $103,611

Investment Income $554,931

Other Revenue $-49,722

TOTAL REVENUE $2,912,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $757,993

Other Expenses $757,993

TOTAL EXPENSES $757,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,912,364	$3,506,562	-0.2%
Expenses	$757,993	$733,293	+0.0%
Net Income	$2,154,371	$2,773,269	-0.2%

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

$805,001

Total Directors

$454,136

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN COLECCHI	CEO	5.00	Officer Director	$0	$37,022	$399,066
JOHN KEVERKAMP	CFO	5.00	Officer Director	$0	$13,414	$55,070
BRUCE HEAREY	PRESIDENT	5.00	Officer Director	$0	$0	$0
RONALD KOTKOWSKI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT MADDEN	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS BAKER	SECRETARY	1.00	Officer Director	$0	$0	$0
GREG MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
DR CHRISTINA HARDESTY	DIRECTOR	1.00	Director	$0	$0	$0
ADRIENNE VICHILL	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA AMRHEIN	DIRECTOR	1.00	Director	$0	$0	$0
LORA LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
JULIE BRANDLE	DIRECTOR	1.00	Director	$0	$0	$0
LANCE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
GREG SNYDER	CFO - PART YEAR	5.00	Officer	$0	$3,652	$127,057
MARY HOROSZKO	CHIEF DEVELOPMENT OFFICER	35.00	Officer	$0	$20,360	$223,808

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	$2,912,364	$757,993	$28,882,732	$2,154,371
2023	$3,506,562	$733,293	$24,736,243	$2,773,269
2022	$1,813,747	$696,922	$21,702,378	$1,116,825
2021	$4,907,440	$693,568	$24,135,967	$4,213,872
2020	$2,186,027	$688,005	$18,693,992	$1,498,022
2019	$1,665,949	$754,513	$15,152,487	$911,436
2018	$1,733,302	$890,674	$22,175,738	$842,628

HATTIE LARLHAM FOUNDATION