HELZBERG ENTREPRENEURIAL MENTORING PROGRAM (EIN 431836443) - 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

1998

Legal Domicile

Phone

8164714367

Tax Period

2024-01-01 to 2024-12-31

HELZBERG ENTREPRENEURIAL MENTORING PROGRAM, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $434K, a strong 39% operating margin.

Mission

STRENGTHENING ENTREPENEURIAL LEADERS THROUGH EXCELLENCE IN EDUCATIONAL MENTORING.

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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 $580,494

Program Service Revenue $501,548

Investment Income $30,614

Other Revenue $0

TOTAL REVENUE $1,112,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $273,671

Fundraising Expenses $16,690

Program Expenses $513,698

Other Expenses $404,926

TOTAL EXPENSES $678,597

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,112,656	$793,450	+0.4%
Expenses	$678,597	$758,520	-0.1%
Net Income	$434,059	$34,930	+11.4%

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

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

$150,723

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA DREILING	MANAGING DIR	40.00	Officer	$134,538	$16,185	$150,723
BARNETT HELZBERG JR	Chairman	2.00	Officer Director	$0	$0	$0
TRACY LOCKTON	Director	4.00	Officer Director	$0	$0	$0
DAVE PERKY	SEC AND TREAS	1.00	Officer Director	$0	$0	$0
BILL HARTNETT	Director	1.00	Officer Director	$0	$0	$0
JEFF KREUTZ	Director	1.00	Director	$0	$0	$0
DANIELLE DEBBRECHT	Director	1.00	Director	$0	$0	$0
DAVE BARTEL	Director	1.00	Director	$0	$0	$0
WALT RYCHLEWSKI	Director	1.00	Director	$0	$0	$0
SCOTT KING	Director	1.00	Director	$0	$0	$0
GORDON HARTON	President	1.00	Director	$0	$0	$0
DAN HOLMGREN	Director	1.00	Director	$0	$0	$0
MICHELLE ROBIN	Director	1.00	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	$1,112,656	$678,597	$3,726,672	$434,059
2023	$793,450	$758,520	$3,019,661	$34,930
2022	$1,094,638	$965,527	$2,073,595	$129,111
2021	$707,241	$589,595	$2,190,975	$117,646
2020	$703,046	$520,388	$1,701,389	$182,658
2019	$736,736	$626,640	$1,436,086	$110,096
2018	$741,536	$625,283	$1,068,769	$116,253

HELZBERG ENTREPRENEURIAL MENTORING PROGRAM