Neo Fund (EIN 453581689) - 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

2010

Legal Domicile

Phone

5088788730

Tax Period

2024-01-01 to 2024-12-31

Neo Fund, founded in 2010, is a small nonprofit in the Human Services sector that reported $170K in total revenue in fiscal year 2024. Revenue surged 95% from the prior year, signaling strong growth momentum.

Mission

OUR MISSION IS TO SERVE THE POOR THROUGH SUSTAINABLE COMMUNITY DEVELOPMENT VIA MICRO-LENDING AND CHILD-AID PROGRAMS BY WORKING THROUGH ESTABLISHED LOCAL ORGANIZATIONS IN SOME OF THE MOST IMPOVERISHED COMMUNITIES OF THE DEVELOPING WORLD.

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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 $170,164

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $170,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $-2,090

Fundraising Expenses $9,565

Program Expenses $159,581

Other Expenses $186,576

TOTAL EXPENSES $184,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$170,164	$87,182	+1.0%
Expenses	$184,486	$112,065	+0.6%
Net Income	$-14,322	$-24,883	-0.4%

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

N/A

Volunteers

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 TOBIN	MEMBER	0.50	Director	$0	$0	$0
RONALD HOCKLEY	EXECUTIVE DIRECTOR	5.00	Officer Key Emp	$0	$0	$0
DEAN HANSON	BOARD PRESIDENT AND ACTING SECRETAR	0.50	Officer Director	$0	$0	$0
ANN HANUS	BOARD MEMBER	0.50	Director	$0	$0	$0
CALEB CODER	BOARD MEMBER	0.50	Director	$0	$0	$0
STEVEN BEARD	BOARD MEMBER	0.50	Director	$0	$0	$0
KALANY HOCKLEY	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	$170,164	$184,486	$28,827	$-14,322
2024	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$87,182	$112,065	$45,027	$-24,883
2022	$74,026	$99,491	$69,327	$-25,465
2021	$148,249	$131,974	$89,814	$16,275
2020	$149,379	$120,624	$73,806	$28,755
2019	$140,863	$153,505	$45,051	$-12,642

Neo Fund