PORTER HILLS FOUNDATION (EIN 383243846) - 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

1995

Legal Domicile

Principal Officer

KIM HOPPE

Phone

6169494975

Tax Period

2020-07-01 to 2021-06-30

PORTER HILLS FOUNDATION, founded in 1995, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2020. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 56% operating margin.

Mission

RAISE, INVEST, AND MONITOR THE FUNDS THAT SUPPORT PORTER HILLS RETIREMENT COMMUNITIES AND SERVICES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $1,524,700

Program Service Revenue $0

Investment Income $1,532,325

Other Revenue $0

TOTAL REVENUE $3,057,025

Expense Breakdown

Grants Paid $493,172

Salaries & Benefits $232,427

Fundraising Expenses $495,853

Program Expenses $509,353

Other Expenses $605,640

TOTAL EXPENSES $1,331,239

Year-over-Year Comparison

	2020	2019	Change
Revenue	$3,057,025	$1,390,135	+1.2%
Expenses	$1,331,239	$1,195,963	+0.1%
Net Income	$1,725,786	$194,172	+7.9%

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

Volunteers

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

$1,133,136

Total Directors

$1,133,136

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE FETYKO	DIRECTOR/ UMRC CEO	2.00	Officer Director	$0	$30,182	$513,703
KIM HOPPE	TREASURER/ UMRC CFO	2.00	Officer Director	$0	$28,906	$311,021
WENDY BRIGHTMAN	PRESIDENT	25.00	Officer Director	$0	$25,378	$308,412
JAMES E PRESTON	SECRETARY	1.00	Officer Director	$0	$0	$0
JACQUELINE TAYLOR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAY WISENTANER	CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE A BARNHART	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER L EDGAR	BOARD MEMBER	1.00	Director	$0	$0	$0
G JOHN HAGENBUSH	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
CYNTHIA A HAVARD	BOARD MEMBER	1.00	Director	$0	$0	$0
AREND D LUBBERS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID RAGUSE	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD D RATHBURN	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY O SCHAD	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM SMALL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH A STOJAK	BOARD MEMBER	1.00	Director	$0	$0	$0
CALVIN J VERDUIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY WAGNER	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE GRANT	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
WENDY STOCK	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
DONALD E KELLEY	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
JOANNA HOGAN	VP OF PHILANTHROPY	50.00	Highest	$156,959	$5,718	$162,677

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
2021	$3,057,025	$1,331,239	No data	$1,725,786
2020	$1,390,135	$1,195,963	$14,069,370	$194,172
2019	$984,293	$607,438	$13,956,427	$376,855
2018	$1,434,069	$1,283,821	$13,533,256	$150,248

PORTER HILLS FOUNDATION