THE HORTENSE B PERRY FOUNDATION

EIN: 611251540 501(c)(3) Philanthropy & Grantmaking

LOUISVILLE, KY

Total Revenue
$209,968
Total Expenses
$187,969
Total Assets
$1,757,409
Net Assets
$462,349
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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
1993
Legal Domicile
KY
Principal Officer
CHRISTIE MCCRAVY
Phone
5026375372
Tax Period
2023-01-01 to 2023-12-31

THE HORTENSE B PERRY FOUNDATION, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $210K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $188K left a modest 10% surplus.

Mission

THE MISSION OF THE HORTENSE B. PERRY FOUNDATION, INC. IS COMMITTED TO PROVIDING RESOURCES AND SERVICES WITHIN THE COMMUNITY WITH A FOCUS ON EDUCATION, HEALTH, LEADERSHIP DEVELOPMENT, ECONOMIC EMPOWERMENT, AND THE VISUAL AND PERFORMING ARTS. OUR TOP PRIORITIES ARE:EDUCATION, HEALTH, AND ECONOMIC EMPOWERMENT.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $170,340
Program Service Revenue $21,012
Investment Income $40,205
Other Revenue $-21,589
TOTAL REVENUE $209,968

Expense Breakdown

Grants Paid $64,180
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $179,555
Other Expenses $123,789
TOTAL EXPENSES $187,969

Year-over-Year Comparison

2023 2022 Change
Revenue $209,968 $318,707 -0.3%
Expenses $187,969 $209,060 -0.1%
Net Income $21,999 $109,647 -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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Governance

Voting Members
24
Independent Members
24
Employees
N/A
Volunteers
100

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
6
$0
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTIE MCCRAVY PRESIDENT 1.00
Officer Director
$0 $0 $0
MARY STODDARD VICE-PRESIDENT 1.00
Officer Director
$0 $0 $0
VIRENDA CUNNINGHAM-LESTER SECRETARY 1.00
Officer Director
$0 $0 $0
KATHERINE S PLEASANT TREASURER 1.00
Officer Director
$0 $0 $0
CARLA CURRY FINANCIAL SECRETARY 1.00
Officer Director
$0 $0 $0
ELIZABETH DIXON ASSISTANT TREASURER 1.00
Officer Director
$0 $0 $0
GLORIA FARRIS BOARD MEMBER 1.00
Director
$0 $0 $0
LYNETTA CRAWFORD BOARD MEMBER 1.00
Director
$0 $0 $0
ADRIENNE HENDERSON BOARD MEMBER 1.00
Director
$0 $0 $0
JENNIFER BARBOUR BOARD MEMBER 1.00
Director
$0 $0 $0
DESIREE BUSH BOARD MEMBER 1.00
Director
$0 $0 $0
ERNESTEEN GREER BOARD MEMBER 1.00
Director
$0 $0 $0
FRANCES COTTON BOARD MEMBER 1.00
Director
$0 $0 $0
JANICE TEAGUE BOARD MEMBER 1.00
Director
$0 $0 $0
KARMEN POWELL BOARD MEMBER 1.00
Director
$0 $0 $0
LATISHA CAHOON BOARD MEMBER 1.00
Director
$0 $0 $0
MARILYN MARSHALL BOARD MEMBER 1.00
Director
$0 $0 $0
NATALIE WHITE BOARD MEMBER 1.00
Director
$0 $0 $0
PHYLLIS PETTAWAY BOARD MEMBER 1.00
Director
$0 $0 $0
SHARIS LATTIMORE BOARD MEMBER 1.00
Director
$0 $0 $0
ROSALAND HENDERSON BOARD MEMBER 1.00
Director
$0 $0 $0
SHERRIE LYONS BOARD MEMBER 1.00
Director
$0 $0 $0
VERNA CAHOON BOARD MEMBER 1.00
Director
$0 $0 $0
TIFFANY BAXTER BOARD MEMBER 1.00
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 No data No data No data No data
2023 $209,968 $187,969 $1,757,409 $21,999
2022 $318,707 $209,060 $1,352,910 $109,647
2021 $201,359 $102,285 $1,243,263 $99,074
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