HR POLICY FOUNDATION

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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

2013

Legal Domicile

Principal Officer

Tim Bartl CEO

Phone

2023155494

Tax Period

2020-01-01 to 2020-12-31

HR POLICY FOUNDATION, founded in 2013, is a small nonprofit that reported $238K in total revenue in fiscal year 2020. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $73K, a strong 31% operating margin.

Mission

HR POLICY FOUNDATION FOCUSES ON THE ANALYSIS OF, AND COMMENTARY ON WORKFORCE DEVELOPMENT POLICY, EMPLOYMENT BENEFITS POLICY, WORKPLACE AND EMPLOYMENT POLICY, AS WELL AS RELATED EDUCATIONAL PROGRAMS, DESIGNED TO PROMOTE JOB GROWTH, HEALTH AND EMPLOYMENT SECURITY, AND IMPROVE THE WORKFORCE AND POLICIES THAT GOVERN HOW EMPLOYERS HIRE, MANAGE AND COMPENSATE EMPLOYEES.

Program Service Accomplishments

Program 1

Expenses: $151,720

THE ORGANIZATION SUPPORTS RESEARCH AND EDUCATION INITIATIVES IN AN EFFORT TO PROMOTE JOB GROWTH, EMPLOYMENT SECURITY, AN IMPROVED WORKFORCE AND BETTER EMPLOYMENT PRACTICES AND POLICIES, INCLUDING...

THE ORGANIZATION SUPPORTS RESEARCH AND EDUCATION INITIATIVES IN AN EFFORT TO PROMOTE JOB GROWTH, EMPLOYMENT SECURITY, AN IMPROVED WORKFORCE AND BETTER EMPLOYMENT PRACTICES AND POLICIES, INCLUDING HEALTHCARE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $48,400

Program Service Revenue $0

Investment Income $190,039

Other Revenue $0

TOTAL REVENUE $238,439

Expense Breakdown

Grants Paid $1,018

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,720

Other Expenses $164,419

TOTAL EXPENSES $165,437

Year-over-Year Comparison

	2020	2019	Change
Revenue	$238,439	$654,841	-0.6%
Expenses	$165,437	$990,981	-0.8%
Net Income	$73,002	$-336,140	-1.2%

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
MONIQUE R HERENA	VICE CHAIR	1.0	Officer Director	$0	$0	$0
Perry Stuckey	VICE CHAIR	1.0	Officer Director	$0	$0	$0
PAMELA O KIMMET	CHAIR	1.0	Officer Director	$0	$0	$0
Carol Surface	VICE CHAIR	1.0	Officer Director	$0	$0	$0
MARCIA J AVEDON	VICE CHAIR	1.0	Officer Director	$0	$0	$0
DAVID A RODRIGUEZ	VICE CHAIR	1.0	Officer Director	$0	$0	$0
TIMOTHY J BARTL	President	5.0	Officer	$0	$0	$0
HENRY D EICKELBERG	Treasurer	5.0	Officer	$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
2020	$238,439	$165,437	No data	$73,002
2019	$654,841	$990,981	$172,237	$-336,140
2018	$1,101,711	$1,150,356	$543,551	$-48,645