FLORENCE E HERMAN TRUST

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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

1988

Legal Domicile

Principal Officer

GREENLEAF TRUST

Phone

2693889800

Tax Period

2023-07-01 to 2024-06-30

FLORENCE E HERMAN TRUST, founded in 1988, is a micro nonprofit in the Animal-Related sector that reported $80K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $121K exceeded revenue, resulting in a 51% operating deficit.

Mission

DISTRIBUTIONS ARE PAID TO NAMED CHARITY PER TERMS OF THE GOVERNING DOCUMENT TO HELP DEFRAY EXPENSES OF THE CHARITY.

Program Service Accomplishments

Program 1

Expenses: $105,007

DISTRIBUTIONS TO CHARITABLE ORGANIZATION AS DIRECTED BY THE GOVERNING DOCUMENT.

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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 $0

Investment Income $80,137

Other Revenue $0

TOTAL REVENUE $80,137

Expense Breakdown

Grants Paid $105,007

Salaries & Benefits $15,015

Fundraising Expenses $0

Program Expenses $105,007

Other Expenses $1,083

TOTAL EXPENSES $121,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,137	$64,911	+0.2%
Expenses	$121,105	$141,303	-0.1%
Net Income	$-40,968	$-76,392	-0.5%

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
N/A	TRUSTEE	1.00		$15,015	$0	$15,015

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	$80,137	$121,105	$1,602,475	$-40,968
2023	$64,911	$141,303	$1,643,443	$-76,392
2022	$93,897	$126,034	$1,719,835	$-32,137
2021	$133,107	$115,306	$1,751,971	$17,801
2020	$87,967	$111,779	$1,734,170	$-23,812
2019	$78,290	$109,007	$1,757,982	$-30,717