Effress-Hymanson Family Foundation (EIN 411784011) - 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

1994

Legal Domicile

Principal Officer

Joan Hymanson

Phone

9529387859

Tax Period

2024-01-01 to 2024-12-31

Effress-Hymanson Family Foundation, founded in 1994, is a micro nonprofit that reported $57K in total revenue in fiscal year 2024. Revenue surged 565% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 75% operating margin.

Mission

A supporting organization

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $56,946

Other Revenue $0

TOTAL REVENUE $56,946

Expense Breakdown

Grants Paid $11,166

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,191

Other Expenses $3,144

TOTAL EXPENSES $14,310

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,946	$8,569	+5.6%
Expenses	$14,310	$15,362	-0.1%
Net Income	$42,636	$-6,793	-7.3%

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
Joan Hymanson	President Treasurer	1.00	Officer 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	$56,946	$14,310	$246,852	$42,636
2023	$8,569	$15,362	$204,216	$-6,793
2022	$-9,038	$45,790	$211,691	$-54,828
2021	$26,785	$55,933	$266,519	$-29,148
2020	$23,666	$42,560	$295,667	$-18,894
2019	$17,053	$59,919	$314,561	$-42,866

Effress-Hymanson Family Foundation