MOUNT HOREB COMMUNITY FOUNDATION (EIN 391626231) - 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

1988

Legal Domicile

Principal Officer

PETER WALTZ

Phone

6088326633

Tax Period

2023-01-01 to 2023-12-31

MOUNT HOREB COMMUNITY FOUNDATION, founded in 1988, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $114K in total revenue in fiscal year 2023. Revenue surged 120% from the prior year, signaling strong growth momentum. Net assets of $2.2M represent 233 months of operating reserves.

Mission

THE FOUNDATION'S PURPOSE IS TO RECEIVE DONATIONS AND REQUESTS FROM PEOPLE WISHING TO CONTRIBUTE TO THE FUTURE WELFARE OF THE MOUNT HOREB COMMUNITY.

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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 $39,420

Program Service Revenue $0

Investment Income $74,629

Other Revenue $0

TOTAL REVENUE $114,049

Expense Breakdown

Grants Paid $81,205

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,205

Other Expenses $43,579

TOTAL EXPENSES $124,784

Year-over-Year Comparison

	2023	2022	Change
Revenue	$114,049	$51,811	+1.2%
Expenses	$124,784	$123,162	+0.0%
Net Income	$-10,735	$-71,351	-0.8%

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
MARK BOHL	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
SUE BRICE	DIRECTOR	0.50	Director	$0	$0	$0
JAMES BUECHNER	DIRECTOR	0.50	Director	$0	$0	$0
JOHN BUECHNER	DIRECTOR	0.50	Director	$0	$0	$0
DEB CONWAY	DIRECTOR	0.50	Director	$0	$0	$0
PAT CONWAY	DIRECTOR	0.50	Director	$0	$0	$0
MIKE DILLIS	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL GASSER	DIRECTOR	0.50	Director	$0	$0	$0
SUZI GRUNDAHL	SECRETARY	0.50	Officer Director	$0	$0	$0
SHANNON HADAC	DIRECTOR	0.50	Director	$0	$0	$0
STEVE HELWIG	DIRECTOR	0.50	Director	$0	$0	$0
JERRY HOOK	DIRECTOR	0.50	Director	$0	$0	$0
CASEY MCCLYMAN	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL R MCNALL	TREASURER	0.50	Officer Director	$0	$0	$0
CHUCK MISKY	DIRECTOR	0.50	Director	$0	$0	$0
JACKIE SALE	DIRECTOR	0.50	Director	$0	$0	$0
ALLEN SCHMIDT	DIRECTOR	0.50	Director	$0	$0	$0
JUDY STEINHAUER	DIRECTOR	0.50	Director	$0	$0	$0
ANN SZALKOWSKI	DIRECTOR	0.50	Director	$0	$0	$0
LAUREN TA-SAMUELSON	DIRECTOR	0.55	Director	$0	$0	$0
WILLIAM THOUSAND	DIRECTOR	0.50	Director	$0	$0	$0
TERI L VIERIMA	DIRECTOR	0.50	Director	$0	$0	$0
PETER WALTZ	PRESIDENT	0.50	Officer Director	$0	$0	$0
JEANNE ZOROMSKI	DIRECTOR	0.50	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
2024	No data	No data	No data	No data
2023	$114,049	$124,784	$2,295,481	$-10,735
2022	$51,811	$123,162	$2,026,446	$-71,351
2021	$256,825	$124,331	$2,440,550	$132,494
2020	$81,202	$168,825	$2,149,100	$-87,623
2019	$156,511	$114,324	$2,032,038	$42,187
2018	$97,669	$183,774	$1,796,358	$-86,105

MOUNT HOREB COMMUNITY FOUNDATION