Helping Friends Foundation (EIN 522208726) - 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

1999

Legal Domicile

Principal Officer

MARY-ANNE LUBERTINE

Phone

4107731000

Tax Period

2024-01-01 to 2024-12-31

Helping Friends Foundation, founded in 1999, is a small nonprofit in the Education sector that reported $225K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $261K exceeded revenue, resulting in a 16% operating deficit.

Mission

Provide financial assistance to families and individuals whose homes and possessions were destroyed by natural disasters, and who experienced hardships from injury, illness, death

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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 $224,626

Program Service Revenue $0

Investment Income $82

Other Revenue $0

TOTAL REVENUE $224,708

Expense Breakdown

Grants Paid $249,173

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $249,173

Other Expenses $11,964

TOTAL EXPENSES $261,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$224,708	$197,818	+0.1%
Expenses	$261,137	$294,731	-0.1%
Net Income	$-36,429	$-96,913	-0.6%

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

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
MARY-ANNE LUBERTINE	DIRECTOR	2.0	Officer Director	$0	$0	$0
KIM MCCARTY	TREASURER	2.0	Officer Director	$0	$0	$0
CLAIRE INFUSSI	BOARD MEMBER	2.0	Director	$0	$0	$0
Michael Ewing	BOARD MEMBER	2.0	Director	$0	$0	$0
Melanie Henry	BOARD MEMBER	2.0	Director	$0	$0	$0
Kam McGavock	BOARD MEMBER	2.0	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
2024	$224,708	$261,137	$835,140	$-36,429
2023	$197,818	$294,731	$871,569	$-96,913
2022	$208,041	$252,081	$968,482	$-44,040
2021	$229,039	$263,241	$1,012,122	$-34,202
2020	$261,343	$220,148	$1,046,324	$41,195

Helping Friends Foundation