Heber Community Foundation Inc (EIN 371438527) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Jose A Sandoval

Phone

7603524001

Tax Period

2022-01-01 to 2022-12-31

Heber Community Foundation Inc, founded in 2002, is a micro nonprofit in the Housing & Shelter sector that reported $3K in total revenue in fiscal year 2022. Expenses of $5K exceeded revenue, resulting in a 77% operating deficit.

Mission

To seek to provide funding and raise public awareness in the community of Heber in the areas of public health and safety, recreation, and affordable housing.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,726

Other Revenue $0

TOTAL REVENUE $2,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,838

TOTAL EXPENSES $4,838

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,726	$2,551	+0.1%
Expenses	$4,838	$5,186	-0.1%
Net Income	$-2,112	$-2,635	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
Jose A Sandoval	President	1.00	Officer Director	$0	$0	$0
Moises Cardenas	Vice President	1.00	Officer Director	$0	$0	$0
Juan C Cruz	CFO	1.00	Officer Director	$0	$0	$0
Katie Luna	Secretary	1.00	Officer Director	$0	$0	$0
JB Hamby	Director	1.00	Officer	$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
2022	$2,726	$4,838	$620,651	$-2,112
2021	$2,551	$5,186	$622,763	$-2,635
2020	$632,544	$5,030	$625,398	$627,514

Heber Community Foundation Inc