THE HERZER FOUNDATION (EIN 462720679) - 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

2013

Legal Domicile

Principal Officer

MANUELA HERZER

Phone

8185321020

Tax Period

2022-01-01 to 2022-12-31

THE HERZER FOUNDATION, founded in 2013, is a micro nonprofit in the Unknown sector that reported $20K in total revenue in fiscal year 2022. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $475K exceeded revenue, resulting in a 2278% operating deficit.

Mission

PROVIDING FINANCIAL SUPPORT FOR PREVENTION OF CHILDHOOD DISEASES, CHILD ABUSE, AND ARTISTIC DEVELOPMENT FOR CHILDREN.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $13,480

Other Revenue $6,486

TOTAL REVENUE $19,966

Expense Breakdown

Grants Paid $389,402

Salaries & Benefits $64,744

Fundraising Expenses $0

Program Expenses $389,402

Other Expenses $20,678

TOTAL EXPENSES $474,824

Year-over-Year Comparison

	2022	2021	Change
Revenue	$19,966	$82,982	-0.8%
Expenses	$474,824	$396,662	+0.2%
Net Income	$-454,858	$-313,680	+0.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MANUELA HERZER	DIRECTOR/PRESIDENT	5.00	Officer Director	$0	$0	$0
BRYAN CHAMCHOUM	DIRECTOR/TREASURER/SECRETA	5.00	Officer Director	$0	$0	$0
CHRISTINA CHAMCHOUM	DIRECTOR	5.00	Director	$0	$0	$0
KATHRINE HERZER	DIRECTOR	5.00	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
2022	$19,966	$474,824	$2,173,340	$-454,858
2021	$82,982	$396,662	$2,626,764	$-313,680
2020	$-1,742	$394,705	$3,040,665	$-396,447
2019	$-3,847	$300,538	$3,287,226	$-304,385
2018	$-13,721	$601,662	$3,567,065	$-615,383

THE HERZER FOUNDATION