507 HOLDING COMPANY INC (EIN 521134873) - 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

Tax Period

2024-09-01 to 2025-08-31

507 HOLDING COMPANY INC is a small nonprofit that reported $177K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $57K, a strong 33% operating margin.

Mission

TO PROVIDE A LAND LEASE AND MAINTAIN MT. MORIAH LODGE

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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 $0

Program Service Revenue $160,893

Investment Income $14,822

Other Revenue $881

TOTAL REVENUE $176,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $119,104

TOTAL EXPENSES $119,104

Year-over-Year Comparison

	2024	2023	Change
Revenue	$176,596	$192,436	-0.1%
Expenses	$119,104	$107,244	+0.1%
Net Income	$57,492	$85,192	-0.3%

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

N/A

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
TED KAMMAR	Treasurer	5.00	Director	$0	$0	$0
RON SALAZAR	Director	2.00	Director	$0	$0	$0
NED FEATHERSTONE	Director	2.00	Director	$0	$0	$0
HENRY CHAUDRON JR	Director	2.00	Director	$0	$0	$0
GOODEL TAJANO	Director	2.00	Director	$0	$0	$0
WAYNE PENLEY	Vice President	2.00	Director	$0	$0	$0
JASON OLIVER	Director	2.00	Director	$0	$0	$0
BARRY NOE	President	2.00	Director	$0	$0	$0
ANDRO VILLEGAS	Director	2.00	Director	$0	$0	$0
CHARLES JOHNSTON	Director	2.00	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	$176,596	$119,104	$705,903	$57,492
2024	$192,436	$107,244	$683,152	$85,192
2023	$158,700	$106,176	$627,345	$52,524
2022	$165,208	$92,587	$643,562	$72,621
2021	$93,772	$93,772	$633,740	No data

507 HOLDING COMPANY INC