FANNIE AND JOHN HERTZ FOUNDATION (EIN 362411723) - 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

1945

Legal Domicile

Principal Officer

WENDY CONNORS

Phone

9253731642

Tax Period

2024-07-01 to 2025-06-30

FANNIE AND JOHN HERTZ FOUNDATION, founded in 1945, is a mid-sized nonprofit that reported $12.2M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.7M, a strong 39% operating margin.

Mission

IDENTIFY AND EMPOWER THE NATION'S MOST EXCEPTIONAL INNOVATORS IN SCIENCE AND TECHNOLOGY.

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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 $10,590,102

Program Service Revenue $0

Investment Income $1,628,959

Other Revenue $1,498

TOTAL REVENUE $12,220,559

Expense Breakdown

Grants Paid $2,233,110

Salaries & Benefits $2,478,158

Fundraising Expenses $1,298,410

Program Expenses $5,405,634

Other Expenses $2,789,227

TOTAL EXPENSES $7,500,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,220,559	$8,364,011	+0.5%
Expenses	$7,500,495	$6,947,930	+0.1%
Net Income	$4,720,064	$1,416,081	+2.3%

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

201

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

$1,095,648

Total Directors

Key Employees

$395,275

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN FANTONE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
CARLA NEWMAN	SECRETARY	0.50	Officer Director	$0	$0	$0
PAUL M YOUNG	TREASURER	0.50	Officer Director	$0	$0	$0
PHILIP WELKHOFF	SENIOR FELLOWSHIP INTERVIE	10.00	Officer Director	$0	$0	$0
LEE SWANGER	VICE CHAIR	0.50	Officer Director	$0	$0	$0
ELISE CAWLEY	DIRECTOR	0.50	Director	$0	$0	$0
SAMUEL FULLER	DIRECTOR	0.50	Director	$0	$0	$0
KIMBERLY BUDIL	DIRECTOR	0.50	Director	$0	$0	$0
ROSEMARIE HAVRANEK	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD B MILES	DIRECTOR	0.50	Director	$0	$0	$0
AMIR NASHAT	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD MILES	DIRECTOR	0.50	Director	$0	$0	$0
CARL BURNS	DIRECTOR	0.50	Director	$0	$0	$0
CHERI ACKERMAN	DIRECTOR	0.50	Director	$0	$0	$0
RAY SIDNEY	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM EVANS	DIRECTOR	0.50	Director	$0	$0	$0
MAX MANKIN	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN LIPNER	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL SCHNALL-LEVIN	DIRECTOR	0.50	Director	$0	$0	$0
ALFRED SPECTOR	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS LOOSE	DIRECTOR	0.50	Director	$0	$0	$0
WENDY CONNORS	PRESIDENT	35.00	Officer	$296,095	$44,414	$340,509
ROBBEE KOSAK	PRESIDENT (FORMER)	35.00	Officer	$507,714	$109,487	$617,201
THOMAS ROISUM	CONTROLLER	35.00	Officer	$119,965	$17,973	$137,938
JOHN OHAB	SENIOR DIRECTOR STRATEGIST	35.00	Key Emp	$188,817	$28,323	$217,140
KARLA RODEBUSH	SENIOR MAJOR GIFTS OFFICER	35.00	Key Emp	$154,900	$23,235	$178,135
DEREK HASELTINE	FELLOWSHIP DIRECTOR	35.00	Highest	$144,942	$21,741	$166,683
ANNE KORNAHRENS	DIRECTOR OF COMMUNITY	35.00	Highest	$104,930	$15,740	$120,670

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	$12,220,559	$7,500,495	$48,593,851	$4,720,064
2024	$8,364,011	$6,947,930	$41,147,276	$1,416,081
2023	$6,676,798	$5,632,037	$35,725,069	$1,044,761
2022	$16,499,886	$4,268,923	$31,929,987	$12,230,963
2021	$5,373,923	$4,480,000	$29,213,810	$893,923
2020	$4,632,095	$4,823,075	$24,883,206	$-190,980
2019	$6,110,538	$4,279,526	$24,466,943	$1,831,012

FANNIE AND JOHN HERTZ FOUNDATION