HAPPY CALDWELL MINISTRIES INC (EIN 473667317) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

HAPPY CALDWELL

Phone

5016811503

Tax Period

2023-01-01 to 2023-12-31

HAPPY CALDWELL MINISTRIES INC, founded in 2015, is a small nonprofit in the Religion sector that reported $217K in total revenue in fiscal year 2018. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

PROVIDING BOOKS, CDS, DVDS AND SPEAKING ENGAGEMENTS TO ENHANCE SPIRITUAL GROWTH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $211,608

Program Service Revenue $4,045

Investment Income $0

Other Revenue $554

TOTAL REVENUE $216,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $151,200

Fundraising Expenses $0

Program Expenses $244,152

Other Expenses $97,999

TOTAL EXPENSES $249,199

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,207	$381,308	-0.4%
Expenses	$249,199	$277,686	-0.1%
Net Income	$-32,992	$103,622	-1.3%

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

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

$151,200

Total Directors

$75,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNE CALDWELL	VICE PRESIDENT	5.00	Officer Director	$75,600	$0	$75,600
JESSICA SMITH	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
RONNIE CALDWELL	DIRECTOR	1.00	Officer Director	$0	$0	$0
PHILIP STEELE	DIRECTOR	1.00	Officer Director	$0	$0	$0
HAPPY CALDWELL	PRESIDENT	20.00	Officer	$75,600	$0	$75,600

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	$216,207	$249,199	$395,459	$-32,992
2022	$381,308	$277,686	$425,581	$103,622
2021	$406,051	$292,044	$320,900	$114,007
2020	$258,311	$152,071	$204,387	$106,240
2019	$174,510	$171,429	$97,792	$3,081
2018	$216,771	$217,505	$95,662	$-734

HAPPY CALDWELL MINISTRIES INC