PLEASANTON, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
THE HERTZ FOUNDATION IS COMMITTED TO ADVANCING AMERICAN SCIENTIFIC AND TECHNOLOGICAL LEADERSHIP. FOR NEARLY 70 YEARS, THE HERTZ FOUNDATION IDENTIFIED AND EMPOWERED THE NATION'S MOST EXCEPTIONAL INNOVATORS IN SCIENCE AND TECHNOLOGY, FUELING A LIFELONG COMMUNITY DEDICATED TO SOLVING OUR MOST PRESSING PROBLEMS.
THE HERTZ FELLOWSHIP IS THE NATION'S MOST COMPETITIVE DOCTORAL FELLOWSHIP IN THE APPLIED SCIENCES, ENGINEERING AND MATHEMATICS. THE LARGEST EXPENSE CATEGORY IS THE FELLOWSHIP AWARD WHICH INCLUDES...
THE HERTZ FELLOWSHIP IS THE NATION'S MOST COMPETITIVE DOCTORAL FELLOWSHIP IN THE APPLIED SCIENCES, ENGINEERING AND MATHEMATICS. THE LARGEST EXPENSE CATEGORY IS THE FELLOWSHIP AWARD WHICH INCLUDES TUITION AND STIPEND FOR EACH STUDENT IN SCHOOL. IN FY '25, THIS SUPPORTED 71 STUDENTS AND REPRESENTED 43% OF THE TOTAL EXPENSE BUDGET. THE AMOUNT NEEDED FOR TUITION AND STIPEND WAS LOWER THAN ANTICIPATED FOR A VERY POSITIVE REASON: MANY STUDENTS ALSO WON OTHER PRIZES/AWARDS WHICH PARTIALLY REPLACED THE NEED FOR SUPPORT FROM THE HERTZ FOUNDATION. THE RECENT INVESTMENT IN FUNDRAISING HAS BEEN QUICK TO SHOW SUCCESS AND IS GROWING ANNUALLY, SUPPORTING THE FOUNDATION'S OPERATIONS AND ADDING TO THE ENDOWMENT FOR THE FIRST TIME IN 20 YEARS. THE FOUNDATION DOES NOT YET HAVE THE ENDOWMENT LEVEL TO SUPPORT 25 NEW FELLOWSHIPS EACH YEAR, BUT IS STEADILY INCREASING AND EXPANDING ITS DONOR BASE TO ACHIEVE THIS GOAL.
SELECTION AND MENTORING OF IN-SCHOOL FELLOWS: THE FOUNDATION'S PROCESS FOR SELECTING FELLOWSHIP RECIPIENTS IS THE MOST RIGOROUS IN THE US. MORE THAN 1,000 APPLICATIONS WERE RECEIVED AND REVIEWED BY...
SELECTION AND MENTORING OF IN-SCHOOL FELLOWS: THE FOUNDATION'S PROCESS FOR SELECTING FELLOWSHIP RECIPIENTS IS THE MOST RIGOROUS IN THE US. MORE THAN 1,000 APPLICATIONS WERE RECEIVED AND REVIEWED BY THE SELECTION COMMITTEE, COMPRISED OF LEADING SCIENTISTS, ENGINEERS, AND MATHEMATICIANS, MANY OF THEM ALUMNI FELLOWS. FOLLOWING TWO ROUNDS OF IN-PERSON INTERVIEWS, THE FOUNDATION AWARDS FELLOWSHIPS TO A GROUP OF 15 OR MORE CANDIDATES. THE PROGRESS OF IN-SCHOOL FELLOWS IS MONITORED IN A VARIETY OF WAYS, INCLUDING DISCUSSIONS WITH FELLOWS AND REPORTS.
THE FOUNDATION SUPPORTS A LIFELONG, INTERDISCIPLINARY NETWORK OF MORE THAN 1,300 HERTZ FELLOWS WORLDWIDE, COLLECTIVELY RESPONSIBLE FOR SOME OF THE MOST SIGNIFICANT SCIENTIFIC AND TECHNOLOGICAL...
THE FOUNDATION SUPPORTS A LIFELONG, INTERDISCIPLINARY NETWORK OF MORE THAN 1,300 HERTZ FELLOWS WORLDWIDE, COLLECTIVELY RESPONSIBLE FOR SOME OF THE MOST SIGNIFICANT SCIENTIFIC AND TECHNOLOGICAL PROGRESS OF THE PAST CENTURY. THE ANNUAL SUMMER WORKSHOP, TOPICAL FORUMS AND PARTNERSHIPS WITH INFLUENTIAL ORGANIZATIONS HAVE LED TO SIGNIFICANT BREAKTHROUGHS AND DELIVERED INNOVATIONS THAT IMPACT MILLIONS OF LIVES ACROSS THE NATION AND THE WORLD. THE FOUNDATION ALSO FACILITATES MENTORING RELATIONSHIPS AMONG FELLOWS TO SUPPORT THEIR PROFESSIONAL GROWTH AND WORKS WITH FELLOWS TO BUILD TAILORED INTERNSHIP EXPERIENCES. A LARGE PORTION OF THESE EXPENSES ARE OFFSET BY RESTRICTED DONOR GIFTS. THE FOUNDATION HAS ESTABLISHED SEVERAL AWARDS TO HIGHLIGHT EARLY-CAREER FELLOWS WHO ARE MAKING AN ACCELERATED IMPACT WITH THEIR WORK: THE HERTZ THESIS PRIZE, THE NEWMAN GALAS ENTREPRENEURIAL PRIZE, AND THE ROBBEE BAKER KOSAK LEADERSHIP PRIZE.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare FANNIE AND JOHN HERTZ FOUNDATION with other nonprofits in California and across the country.