Herizon Inc (EIN 471611411) - 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

2014

Legal Domicile

Principal Officer

Helene Weingarten

Phone

5614780700

Tax Period

2023-01-01 to 2023-10-04

Herizon Inc, founded in 2014, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 135% from the prior year, signaling strong growth momentum. The organization ran a surplus of $601K, a strong 49% operating margin.

Mission

TO FACILITATE LEADERSHIP DEVELOPMENT, EMPOWER WOMEN AND GIRLS TO ACHIEVE SOCIAL AND ECONOMIC EQUALITY, AND TO CREATE LONG TERM CHANGES IN THE LIVES OF WOMEN AND GIRLS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $187,612

Program Service Revenue $0

Investment Income $1,050,660

Other Revenue $-24,133

TOTAL REVENUE $1,214,139

Expense Breakdown

Grants Paid $212,500

Salaries & Benefits $275,689

Fundraising Expenses $132,173

Program Expenses $288,578

Other Expenses $125,005

TOTAL EXPENSES $613,194

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,214,139	$515,692	+1.4%
Expenses	$613,194	$590,989	+0.0%
Net Income	$600,945	$-75,297	-9.0%

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

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

$131,366

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Kryshka Shorr	Chief Executive Officer	45.0	Officer	$131,366	$0	$131,366
Helene Weingarten	chair	5.0	Officer Director	$0	$0	$0
Laurie Winston	Secretary	5.0	Officer Director	$0	$0	$0
Denise Silverman	VICE CHAIR	5.0	Officer Director	$0	$0	$0
Caryn Stevens-Hare	DIRECTOR	5.0	Director	$0	$0	$0
Lauren Stuhmer	DIRECTOR	5.0	Director	$0	$0	$0
Deena Lockman	director	5.0	Director	$0	$0	$0
Amy Eisinger	DIRECTOR	5.0	Director	$0	$0	$0
Ellen Falk	DIRECTOR	5.0	Director	$0	$0	$0
Diane Kershenbaum	DIRECTOR	5.0	Director	$0	$0	$0
Sue Kline	DIRECTOR	5.0	Director	$0	$0	$0
Brenda Korach	DIRECTOR	5.0	Director	$0	$0	$0
Cindy Pollack	diRECTOR	5.0	Director	$0	$0	$0
Cady Sandler	DIRECTOR	5.0	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
2023	$1,214,139	$613,194	No data	$600,945
2022	$515,692	$590,989	$2,511,281	$-75,297
2021	$636,630	$586,072	$2,951,408	$50,558
2020	$382,986	$669,835	$2,710,272	$-286,849
2019	$609,531	$696,798	$2,702,765	$-87,267
2018	$781,698	$763,202	$2,440,923	$18,496

Herizon Inc