THE MATHILDE & DOROTHEA W HOLLIEDT HOME FUND (EIN 530234289) - 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

1935

Legal Domicile

Principal Officer

NANCY LEACH

Phone

2023311495

Tax Period

2024-07-01 to 2025-06-30

THE MATHILDE & DOROTHEA W HOLLIEDT HOME FUND, founded in 1935, is a small nonprofit that reported $237K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $78K, a strong 33% operating margin.

Mission

PROVIDE FOR DESTITUTE OR NEEDY WOMEN

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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 $47,176

Program Service Revenue $0

Investment Income $189,781

Other Revenue $0

TOTAL REVENUE $236,957

Expense Breakdown

Grants Paid $133,846

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,846

Other Expenses $25,021

TOTAL EXPENSES $158,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$236,957	$204,731	+0.2%
Expenses	$158,867	$130,944	+0.2%
Net Income	$78,090	$73,787	+0.1%

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
NANCY LEACH	PRESIDENT	0.20	Officer Director	$0	$0	$0
GEORGE WALSER	TREASURER	0.20	Officer Director	$0	$0	$0
Robert Shue	DIRECTOR	0.20	Director	$0	$0	$0
WERNER LINDER	DIRECTOR	0.20	Director	$0	$0	$0
William Federici	PASTOR	0.20	Director	$0	$0	$0
Julia Torrence	Secretary	0.20	Officer Director	$0	$0	$0
Anita Friedt	Director	0.20	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	$236,957	$158,867	$4,485,647	$78,090
2024	$204,731	$130,944	$4,116,606	$73,787
2023	$37,915	$141,612	$3,669,154	$-103,697
2022	$242,816	$145,644	$3,416,522	$97,172
2021	$227,987	$140,704	$4,251,668	$87,283
2020	$90,845	$133,560	$3,479,759	$-42,715
2019	$630,736	$141,878	$3,577,284	$488,858

THE MATHILDE & DOROTHEA W HOLLIEDT HOME FUND