HOLDREGE MEMORIAL HOMES FOUNDATION (EIN 363718820) - 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

1976

Legal Domicile

Principal Officer

KEVIN MORIARTY

Phone

3089958631

Tax Period

2023-07-01 to 2024-06-30

HOLDREGE MEMORIAL HOMES FOUNDATION, founded in 1976, is a small nonprofit that reported $118K in total revenue in fiscal year 2023. Revenue fell 74% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $81K, a strong 69% operating margin.

Mission

TO FURTHER THE GROWTH OF HOLDREGE MEMEORIAL HOMES.

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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 $57,491

Program Service Revenue $0

Investment Income $60,876

Other Revenue $0

TOTAL REVENUE $118,367

Expense Breakdown

Grants Paid $3,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,927

Other Expenses $33,727

TOTAL EXPENSES $36,927

Year-over-Year Comparison

	2023	2022	Change
Revenue	$118,367	$449,007	-0.7%
Expenses	$36,927	$7,485	+3.9%
Net Income	$81,440	$441,522	-0.8%

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	Role	Reportable Comp	Other Comp	Total
MIKE ECKLUN	SECRETARY	Officer Director	$0	$0	$0
VICKIE KLEIN	PRESIDENT	Officer Director	$0	$0	$0
BETSY OLSON	VICE PRESIDENT	Officer Director	$0	$0	$0
REED MCCLYMONT	TREASURER	Officer Director	$0	$0	$0
LES GRIMM	BOARD MEMBER	Director	$0	$0	$0
KAREN STUTE	BOARD MEMBER	Director	$0	$0	$0
ROBERT MCCORMICK	BOARD MEMBER	Director	$0	$0	$0
RUTH JOHNSON	BOARD MEMBER	Director	$0	$0	$0
MARY OMAN	BOARD MEMBER	Director	$0	$0	$0
CHERYL ECHTENKAMP	BOARD MEMBER	Director	$0	$0	$0
RITA SKILES	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	$118,367	$36,927	$1,813,253	$81,440
2023	$449,007	$7,485	$1,369,244	$441,522
2022	$155,426	$4,043	$1,162,663	$151,383
2021	$91,628	$8,197	$1,261,810	$83,431
2020	$80,791	$148,015	$850,834	$-67,224
2019	$221,181	$167,020	$926,512	$54,161

HOLDREGE MEMORIAL HOMES FOUNDATION