HENRY STRONG EDUCATIONAL FOUNDATION (EIN 366075238) - 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

1919

Legal Domicile

Principal Officer

SAME AS C ABOVE

Phone

3126306000

Tax Period

2023-05-01 to 2024-04-30

HENRY STRONG EDUCATIONAL FOUNDATION, founded in 1919, is a small nonprofit that reported $631K in total revenue in fiscal year 2023. The organization ran a surplus of $443K, a strong 70% operating margin.

Mission

DEVOTED TO GIVING SCHOLARSHIPS AND MAKING LOANS TO QUALIFIED STUDENTS ATTENDING ABOUT THIRTY ACCREDITED COLLEGES AND UNIVERSITIES LOCATED MOSTLY IN THE MIDWEST.

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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 $0

Program Service Revenue $154,718

Investment Income $476,449

Other Revenue $0

TOTAL REVENUE $631,167

Expense Breakdown

Grants Paid $100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,690

Other Expenses $188,555

TOTAL EXPENSES $188,655

Year-over-Year Comparison

	2023	2022	Change
Revenue	$631,167	$655,702	0.0%
Expenses	$188,655	$124,750	+0.5%
Net Income	$442,512	$530,952	-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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALE RUDY	PRESIDENT & DIRECTOR	1.0	Officer Director	$0	$0	$0
THEODORE BURNS JR	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
ELIZABETH KARABATSOS	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
LIBBY KOZIARZ	SEC & TREASURER	1.0	Officer Director	$0	$0	$0
THEODORE SHELDON BURNS	VICE PRESEDENT	1.0	Officer 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
2024	$631,167	$188,655	$15,062,398	$442,512
2023	$655,702	$124,750	$14,620,410	$530,952
2022	$483,093	$240,763	$14,214,951	$242,330
2021	$320,595	$169,654	$13,938,212	$150,941

HENRY STRONG EDUCATIONAL FOUNDATION