THE HORTENSE B PERRY FOUNDATION

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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

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.

Program Service Accomplishments

Program 1

Expenses: $179,555 Revenue: $44,012

THE HBP FOUNDATION PRESENTS SCHOLARSHIPS TO AREA HIGH SENIORS EACH YEAR. IN 2023, WE PRESENTED 18 SCHOLARSHIPS FOR A TOTAL OF $45,750 TO AREA SENIORS. ANOTHER MAJOR PROGRAM OF THE FOUNDATION IS THE SALUTE TO WOMEN ENTREPRENEURS AND EMERGENT LEADERS. THIS PROGRAM CELEBRATES AREA WOMEN WHO HAVE MADE OBTAINED SUBSTANTIAL PERSONAL ACHIEVEMENTS AND MADE SIGNIFICANT IMPACT IN THE COMMUNITY. ANOTHER MAJOR PROJECT INVOLVES WORKING WITH MIDDLE SCHOOL YOUTH UNDER OUR LEAF (LEADERSHIP, ENGAGEMENT, ACHIEVEMENT AND FUTURE) PROGRAM. THIS PROGRAM FOCUSES ON EMPOWERING MIDDLE SCHOOL STUDENTS TO BE CONFIDENT, EMBRACE THEIR STRENGTHS AND TALENTS, UNDERSTAND THE IMPORTANCE OF COMMUNITY SERVICE, AND EMBRACE PUBLIC SPEAKING.

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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 (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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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