HELZBERG ENTREPRENEURIAL MENTORING… - Form 990 Financial Data

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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

2025-01-01 to 2025-12-31

HELZBERG ENTREPRENEURIAL MENTORING PROGRAM, founded in 1998, is a small nonprofit in the Community Improvement sector that reported $916K in total revenue in fiscal year 2025. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $172K, a strong 19% operating margin.

Mission

STRENGTHENING ENTREPENEURIAL LEADERS THROUGH EXCELLENCE IN EDUCATIONAL MENTORING.

Program Service Accomplishments

Program 1

Expenses: $574,985 Revenue: $547,960

SERVED 39 MENTEES THROUGH ONE ON ONE CONTACT WITH MENTORS/COUNSELORS/FELLOWS, PROVIDING EDUCATIONAL PROGRAMMING IN A VARIETY OF LEARNING ENVIRNOMENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $320,636

Program Service Revenue $547,960

Investment Income $47,778

Other Revenue $0

TOTAL REVENUE $916,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $268,106

Fundraising Expenses $16,702

Program Expenses $574,985

Other Expenses $476,338

TOTAL EXPENSES $744,444

Year-over-Year Comparison

	2025	2024	Change
Revenue	$916,374	$1,112,656	-0.2%
Expenses	$744,444	$678,597	+0.1%
Net Income	$171,930	$434,059	-0.6%

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

$125,826

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA DREILING	MANAGING DIR	40.00	Officer	$125,826	$0	$125,826
BARNETT HELZBERG JR	Chairman	2.00	Officer Director	$0	$0	$0
TRACY LOCKTON	Director	1.00	Director	$0	$0	$0
DAVE PERKY	SEC AND TREAS	2.00	Officer Director	$0	$0	$0
BILL HARTNETT	Director	2.00	Officer Director	$0	$0	$0
JEFF KREUTZ	Director	1.00	Director	$0	$0	$0
DAVE CACIOPPO	Director	2.00	Officer Director	$0	$0	$0
MATT DENNEY	Director	1.00	Director	$0	$0	$0
WALT RYCHLEWSKI	Director	1.00	Director	$0	$0	$0
LAURA LEE ONES	Director	1.00	Director	$0	$0	$0
GORDON HARTON	President	2.00	Officer Director	$0	$0	$0
DAN HOLMGREN	Director	1.00	Director	$0	$0	$0
MICHELLE ROBIN	Director	1.00	Director	$0	$0	$0
KAY JULIAN	Director	1.00	Director	$0	$0	$0
CRAIG NOVORR	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
2025	$916,374	$744,444	$4,289,406	$171,930
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