HARDI FOUNDATION (EIN 382108052) - 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

TALBOT GEE

Phone

6143454328

Tax Period

2019-01-01 to 2019-12-31

HARDI FOUNDATION, founded in 1976, is a micro nonprofit in the Education sector that reported $23K in total revenue in fiscal year 2019. Revenue fell 65% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5K, a strong 24% operating margin.

Mission

TO DEVELOP AND PROVIDE EDUCATIONAL MATERIALS AND LEARNING AIDS TO MEMBERS IN THE INDUSTRY AND CONSUMING PUBLIC AND TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS ENTERING THE HEATING, AIR-CONDITIONING AND REFRIGERATION INDUSTRY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $13,353

Program Service Revenue $0

Investment Income $9,442

Other Revenue $0

TOTAL REVENUE $22,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,852

Other Expenses $17,352

TOTAL EXPENSES $17,352

Year-over-Year Comparison

	2019	2018	Change
Revenue	$22,795	$65,138	-0.7%
Expenses	$17,352	$112,344	-0.8%
Net Income	$5,443	$-47,206	-1.1%

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

$587,916

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
TALBOT GEE	CEO	Officer	$0	$44,472	$381,580
EMILY SAVING	EXECUTIVE VI	Officer	$0	$5,355	$206,336
ANDREW BARTON	DIRECTOR	Director	$0	$0	$0
TOM BOUTETTE	DIRECTOR	Officer Director	$0	$0	$0
STEVE CARBONI	ADVISOR	Director	$0	$0	$0
JEFF CHERIF	SUPPLIER ADV	Director	$0	$0	$0
JAMES LUCE	DIRECTOR	Officer Director	$0	$0	$0
RAY NEWSTEAD	DIRECTOR	Director	$0	$0	$0
BRIAN PIERCE	PRESIDENT	Officer Director	$0	$0	$0
MONTE SALSMAN	DIRECTOR	Director	$0	$0	$0
MICHELLE SHEARER-RODRIGUEZ	DIRECTOR	Director	$0	$0	$0
GREG TOLER	DIRECTOR	Director	$0	$0	$0
SCOTT WEAVER	DIRECTOR	Director	$0	$0	$0
RHONDA WIGHT	DIRECTOR	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
2019	$22,795	$17,352	$301,279	$5,443
2018	$65,138	$112,344	$261,045	$-47,206

HARDI FOUNDATION