HOLT BROTHERS FOUNDATION INC (EIN 566570426) - 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

2000

Legal Domicile

Phone

9197871981

Tax Period

2024-07-01 to 2025-06-30

HOLT BROTHERS FOUNDATION INC, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $293K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $340K exceeded revenue, resulting in a 16% operating deficit.

Mission

Family-centered care for kids who are impacted by a parent's cancer.

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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 $95,021

Program Service Revenue $0

Investment Income $14,808

Other Revenue $183,284

TOTAL REVENUE $293,113

Expense Breakdown

Grants Paid $20,557

Salaries & Benefits $143,220

Fundraising Expenses $47,740

Program Expenses $216,342

Other Expenses $175,942

TOTAL EXPENSES $339,719

Year-over-Year Comparison

	2024	2023	Change
Revenue	$293,113	$327,562	-0.1%
Expenses	$339,719	$459,250	-0.3%
Net Income	$-46,606	$-131,688	-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

Volunteers

150

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

$81,022

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DREW CAFFREY	BOARD CHAIR	1.0	Officer Director	$0	$0	$0
TORRY HOLT	PRESIDENT	5.0	Officer Director	$0	$0	$0
DION BENNETT	BOARD MEMBER	1.0	Director	$0	$0	$0
LISA SCHILLER	Board Member	1.0	Director	$0	$0	$0
STACIE PHILLIPS	Board Member	1.0	Director	$0	$0	$0
SUZANNE EPPS	Board Member	1.0	Director	$0	$0	$0
Carla Holt	Secretary	1.0	Officer	$0	$0	$0
ELIZABETH MCLEAN	EXECUTIVE DIRECTOR	40.0	Officer	$81,022	$0	$81,022

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	$293,113	$339,719	$384,874	$-46,606
2024	$327,562	$459,250	$394,697	$-131,688
2023	$255,835	$450,205	$456,257	$-194,370
2022	$174,352	$251,836	$549,548	$-77,484
2021	$152,389	$106,945	$694,041	$45,444
2020	$227,230	$346,065	$592,954	$-118,835
2019	$322,914	$356,693	$673,356	$-33,779

HOLT BROTHERS FOUNDATION INC