HATTIE B MUNROE FOUNDATION INC (EIN 476023527) - 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

1924

Legal Domicile

Principal Officer

LLOYD MEYER

Phone

4026903657

Tax Period

2024-01-01 to 2024-12-31

HATTIE B MUNROE FOUNDATION INC, founded in 1924, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $543K, a strong 37% operating margin.

Mission

THE FOUNDATION ASSISTS IN THE CARE, MEDICAL TREATMENT, NURTURE & EDUCATION OF HANDICAPPED CHILDREN PRIOR TO AND DURING PERIODS OF MEDICAL TREATMENT

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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 $773,058

Program Service Revenue $0

Investment Income $707,701

Other Revenue $0

TOTAL REVENUE $1,480,759

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $823,689

Other Expenses $937,466

TOTAL EXPENSES $937,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,480,759	$1,055,784	+0.4%
Expenses	$937,466	$977,703	0.0%
Net Income	$543,293	$78,081	+6.0%

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

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
ANNIE BIRD	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS CHOAT	SECRETARY	1.00	Director	$0	$0	$0
LINDA GARDELS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN W ILIFF	PRESIDENT	1.00	Director	$0	$0	$0
LISA KELLY-VANCE	DIRECTOR	1.00	Director	$0	$0	$0
MARY LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MCWHORTER	DIRECTOR	1.00	Director	$0	$0	$0
LLOYD A MEYER	TREASURER	1.00	Director	$0	$0	$0
MERRILEE MILLER	VICE PRESIDENT	1.00	Director	$0	$0	$0
CAROL RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
SUE SELINE	DIRECTOR	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
2024	$1,480,759	$937,466	$12,799,259	$543,293
2023	$1,055,784	$977,703	$12,178,902	$78,081
2022	$1,320,600	$847,058	$11,294,124	$473,542
2021	$1,414,495	$941,897	$12,273,399	$472,598
2020	$804,261	$1,201,076	$11,478,688	$-396,815
2019	$925,404	$694,023	$11,319,709	$231,381
2018	$1,159,824	$894,432	$10,280,831	$265,392

HATTIE B MUNROE FOUNDATION INC