HOSPICE OF HUNTINGTON ENDOWMENT TRUST (EIN 461460791) - 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

2012

Legal Domicile

Principal Officer

DAVID LUNSFORD

Phone

3045294217

Tax Period

2024-01-01 to 2024-12-31

HOSPICE OF HUNTINGTON ENDOWMENT TRUST, founded in 2012, is a small nonprofit in the Health Care sector that reported $104K in total revenue in fiscal year 2024. Revenue surged 429% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 87% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT TO HOSPICE OF HUNTINGTON, INC.

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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 $7,328

Program Service Revenue $0

Investment Income $97,009

Other Revenue $0

TOTAL REVENUE $104,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $13,305

TOTAL EXPENSES $13,305

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,337	$19,741	+4.3%
Expenses	$13,305	$11,266	+0.2%
Net Income	$91,032	$8,475	+9.7%

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
DAVID LUNSFORD	TRUSTEE/CHAI	1.00	Director	$0	$0	$0
TIM CARPENTER	TRUSTEE	1.00	Director	$0	$0	$0
SARAH DENMAN	TRUSTEE	1.00	Director	$0	$0	$0
KENDRA HUFF	TRUSTEE	1.00	Director	$0	$0	$0
JOEL JONES	TRUSTEE	1.00	Director	$0	$0	$0
ADAM HARLOW	TRUSTEE	1.00	Director	$0	$0	$0
LES HARBOUR	TRUSTEE	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	No data	No data	No data	No data
2024	$104,337	$13,305	$1,203,543	$91,032
2023	$19,741	$11,266	$1,072,621	$8,475
2022	$18,030	$9,732	$946,887	$8,298
2021	$158,615	$9,890	$1,129,038	$148,725
2020	$18,370	$8,982	$1,007,777	$9,388
2019	$40,650	$9,252	$859,533	$31,398
2018	$154,977	$9,718	$721,782	$145,259

HOSPICE OF HUNTINGTON ENDOWMENT TRUST