Hills Bank Donor Advised Gift Fund (EIN 396659806) - 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

1997

Legal Domicile

Principal Officer

Jeffrey Ritchie

Phone

3193381522

Tax Period

2023-01-01 to 2023-12-31

Hills Bank Donor Advised Gift Fund, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.8M in total revenue in fiscal year 2023. The organization ran a surplus of $2.2M, a strong 25% operating margin.

Mission

Making cash grants to other organizations exempt under Section 501(c)(3) of the Internal Revenue Code and which are not private foundations under Section 509 of the Internal Revenue Code.

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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 $7,716,355

Program Service Revenue $0

Investment Income $1,099,261

Other Revenue $0

TOTAL REVENUE $8,815,616

Expense Breakdown

Grants Paid $6,493,561

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,493,561

Other Expenses $119,419

TOTAL EXPENSES $6,612,980

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,815,616	$8,174,853	+0.1%
Expenses	$6,612,980	$3,359,560	+1.0%
Net Income	$2,202,636	$4,815,293	-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	President of Trustee	2.00		$0	$0	$0
N/A	Sr. V.P., Trust Officer of	2.00		$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	$8,815,616	$6,612,980	$20,382,535	$2,202,636
2022	$8,174,853	$3,359,560	$18,179,899	$4,815,293
2021	$6,107,675	$5,102,581	$13,364,606	$1,005,094
2020	$4,194,166	$4,402,176	$12,359,512	$-208,010
2019	$5,768,755	$5,569,874	$12,567,522	$198,881

Hills Bank Donor Advised Gift Fund