FRIENDS OF THE HUCKLEBERRY INC (EIN 541596461) - 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

1991

Legal Domicile

Principal Officer

ELIZABETH LOHMAN

Phone

5405804896

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF THE HUCKLEBERRY INC, founded in 1991, is a micro nonprofit in the Environment sector that reported $22K in total revenue in fiscal year 2020. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 54% operating margin.

Mission

TO EXPAND AND MAINTAIN THE HUCKLEBERRY TRAIL WHICH IS A HIKING AND BICYCLING TRAIL FOR THE WHOLE COMMUNITY

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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 $8,511

Program Service Revenue $0

Investment Income $25

Other Revenue $10,590

TOTAL REVENUE $19,126

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,716

Other Expenses $13,936

TOTAL EXPENSES $13,936

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,126	$35,356	-0.5%
Expenses	$13,936	$16,521	-0.2%
Net Income	$5,190	$18,835	-0.7%

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
ELIZABETH LOHMAN	PRESIDENT	2.00	Officer	$0	$0	$0
LANCE MATHESON	SEC/TREASURER	1.00	Officer	$0	$0	$0
BILL ELLENBOGEN	DIRECTOR	0.25	Officer	$0	$0	$0
PAUL FARRIER	VICE PRESIDENT	0.25	Officer	$0	$0	$0
MICHAEL GEORGE	DIRECTOR	0.25	Officer	$0	$0	$0
KELLY ELLIOTT	DIRECTOR	0.25	Officer	$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
2023	$19,126	$13,936	$439,134	$5,190
2022	$35,356	$16,521	$432,970	$18,835
2021	$62,337	$22,000	$430,361	$40,337
2020	$22,107	$10,260	$401,234	$11,847

FRIENDS OF THE HUCKLEBERRY INC