HARRY-ANNA INVESTMENT FUND INC

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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

1988

Legal Domicile

Principal Officer

CARL T SEIBERT

Phone

3526692241

Tax Period

2020-04-01 to 2021-03-31

HARRY-ANNA INVESTMENT FUND INC, founded in 1988, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $19.3M in total revenue in fiscal year 2020. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5.4M, a strong 28% operating margin.

Mission

SUPPORT OF CHARITABLE MEDICAL CARE AND YOUTH CAMP

Program Service Accomplishments

Program 1

Expenses: $10,775,925

GRANTS AND EXPENSES TO BENEFIT AFFILIATED 501(C)(3) ORGANIZATIONS' CAPITAL EXPENSES, CHARITABLE THERAPY CARE AND YOUTH CAMP OPERATIONS, ETC.

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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 (2020)

Revenue Breakdown

Contributions & Grants $1,388,992

Program Service Revenue $0

Investment Income $17,043,167

Other Revenue $879,511

TOTAL REVENUE $19,311,670

Expense Breakdown

Grants Paid $10,775,925

Salaries & Benefits $0

Fundraising Expenses $211,967

Program Expenses $10,775,925

Other Expenses $3,149,974

TOTAL EXPENSES $13,925,899

Year-over-Year Comparison

	2020	2019	Change
Revenue	$19,311,670	$39,551,354	-0.5%
Expenses	$13,925,899	$13,012,541	+0.1%
Net Income	$5,385,771	$26,538,813	-0.8%

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

$138,973

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN T BURNS	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
FRANK J PALLADINI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CHANDLER	VICE PRES/DIRECTOR	1.00	Officer Director	$0	$0	$0
SEAN MAGUIRE	DIRECTOR	1.00	Director	$0	$0	$0
CARL LEDIG	DIRECTOR	1.00	Director	$0	$0	$0
JAMES L SOLANA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LAKE	DIRECTOR	1.00	Director	$0	$0	$0
CARL T SEIBERT	STATE SECRETARY	1.00	Officer	$0	$11,683	$138,973

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
2021	$19,311,670	$13,925,899	$366,026,272	$5,385,771
2020	$39,551,354	$13,012,541	$360,640,716	$26,538,813
2019	$29,011,111	$11,347,144	$334,109,988	$17,663,967
2018	$29,707,649	$11,238,350	$316,443,988	$18,469,299