HOWARD YOUNG FOUNDATION INC (EIN 391521169) - 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

1984

Legal Domicile

Principal Officer

ERIN BIERTZER

Phone

7154394005

Tax Period

2023-07-01 to 2024-06-30

HOWARD YOUNG FOUNDATION INC, founded in 1984, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2023. The organization ran a surplus of $832K, a strong 25% operating margin.

Mission

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR HOWARD YOUNG HEALTH CARE, INC., SO THAT THEY MAY IMPROVE THE HEALTH AND WELL- BEING OF ALL THE PEOPLE IN THE COMMUNITY THEY SERVE.

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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 $2,260,619

Program Service Revenue $0

Investment Income $894,470

Other Revenue $221,465

TOTAL REVENUE $3,376,554

Expense Breakdown

Grants Paid $1,097,482

Salaries & Benefits $305,068

Fundraising Expenses $151,642

Program Expenses $2,287,845

Other Expenses $1,141,646

TOTAL EXPENSES $2,544,196

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,376,554	$3,186,536	+0.1%
Expenses	$2,544,196	$2,475,108	+0.0%
Net Income	$832,358	$711,428	+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

Volunteers

100

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

$140,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRYGVE SOLBERG	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ALDO MADRIGRANO	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
GREG NICKLAUS	TREASURER	1.00	Officer Director	$0	$0	$0
MARK PITMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
CARRIE NICHOLS HOYE	EXECUTIVE BOARD MEMBER AT-LARGE	1.00	Officer Director	$0	$0	$0
TOM JOYCE	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY RUSSELL	BOARD MEMBER	1.00	Director	$0	$0	$0
DICK GUSTAFSON	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM HOPPER	BOARD MEMBER	1.00	Director	$0	$0	$0
GLENN SCHIFFMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
BARRY SEIDEL	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD REINHART	BOARD MEMBER	1.00	Director	$0	$0	$0
GREGG WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
MOLLY AHLBORN	BOARD MEMBER	1.00	Director	$0	$0	$0
TERI THEILER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY POGODZINSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN BIERTZER	PRESIDENT	40.00	Key Emp	$140,000	$0	$140,000

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	$3,376,554	$2,544,196	$29,553,652	$832,358
2023	$3,186,536	$2,475,108	$26,482,294	$711,428
2022	$6,233,937	$1,747,392	$26,029,870	$4,486,545
2021	$3,048,508	$1,614,706	$23,662,890	$1,433,802
2020	$3,092,291	$2,406,347	$19,629,962	$685,944
2019	$3,119,848	$3,414,136	$19,715,551	$-294,288
2018	$2,862,495	$1,844,074	$19,976,284	$1,018,421

HOWARD YOUNG FOUNDATION INC