HBA CHARITABLE FOUNDATION (EIN 455302161) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

JEFFREY SMITH

Phone

9186635820

Tax Period

2023-01-01 to 2023-12-31

HBA CHARITABLE FOUNDATION, founded in 2012, is a small nonprofit in the Human Services sector that reported $108K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $240K exceeded revenue, resulting in a 123% operating deficit.

Mission

TO SUPPORT LOCAL CHARITIES AND OTHER EFFORTS IN FURTHERANCE OF HOUSING AND SHELTER RELATED ISSUES. ADDITIONALLY, THE FOUNDATION PROMOTES AND SUPPORTS SCHOLARSHIPS AND OTHER EDUCATION EFFORTS RELATED TO THE CONSTRUCTION INDUSTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $116,904

Program Service Revenue $0

Investment Income $-4,820

Other Revenue $-4,459

TOTAL REVENUE $107,625

Expense Breakdown

Grants Paid $161,758

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,118

Other Expenses $78,378

TOTAL EXPENSES $240,136

Year-over-Year Comparison

	2023	2022	Change
Revenue	$107,625	$140,322	-0.2%
Expenses	$240,136	$285,090	-0.2%
Net Income	$-132,511	$-144,768	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$190,300

Total Directors

$190,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY SMITH	SECRETARY	2.00	Officer Director	$0	$30,300	$190,300
BRIANNA PARMELE	PRESIDENT	2.00	Officer Director	$0	$0	$0
JANET HOLT	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT FRANKLIN	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK RAMSAY	DIRECTOR	2.00	Director	$0	$0	$0
RODGER TUCKER	DIRECTOR	2.00	Director	$0	$0	$0
ERIN DEWEESE	DIRECTOR	2.00	Director	$0	$0	$0
MARK PRIESS	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT BURNETT	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$107,625	$240,136	$359,879	$-132,511
2022	$140,322	$285,090	$492,389	$-144,768
2021	$72,629	$195,813	$664,997	$-123,184
2020	$557,910	$133,581	$821,431	$424,329
2019	$272,925	$165,619	$415,356	$107,306
2018	$183,610	$129,268	$319,515	$54,342

HBA CHARITABLE FOUNDATION