HARRISON COUNTY EDUCATIONAL FOUNDATION INC (EIN 616034355) - 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

1962

Legal Domicile

Principal Officer

KAREN WALTERS

Phone

8592344370

Tax Period

2024-07-01 to 2025-06-30

HARRISON COUNTY EDUCATIONAL FOUNDATION INC, founded in 1962, is a micro nonprofit in the Education sector that reported $67K in total revenue in fiscal year 2024. Expenses of $63K left a modest 6% surplus.

Mission

GRANTS TO QUALIFYING STUDENTS FOR HIGHER EDUCATION EXPENSES

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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 $0

Program Service Revenue $0

Investment Income $66,987

Other Revenue $0

TOTAL REVENUE $66,987

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,000

Fundraising Expenses $0

Other Expenses $57,213

TOTAL EXPENSES $63,213

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,987	N/A	N/A
Expenses	$63,213	N/A	N/A
Net Income	$3,774	N/A	N/A

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

$6,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN WALTERS	SECRETARY TREASURER	2.00	Officer	$6,000	$0	$6,000
JERRY DAWSON	DIRECTOR	N/A	Director	$0	$0	$0
JOLLEEN FERGUSON	DIRECTOR	N/A	Director	$0	$0	$0
DOUG HAMPTON	DIRECTOR	N/A	Director	$0	$0	$0
LORI GAUNCE	DIRECTOR	N/A	Director	$0	$0	$0
DONELLE JUDY	DIRECTOR	N/A	Director	$0	$0	$0
NEIL RUSH	DIRECTOR	N/A	Director	$0	$0	$0
CINDY HILL	VICE PRESIDENT	N/A	Officer	$0	$0	$0
BONNIE TEATER	PRESIDENT	N/A	Officer	$0	$0	$0
DEBBIE KENDALL	DIRECTOR	N/A	Director	$0	$0	$0
ZACKARY FRYMAN	DIRECTOR	N/A	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
2025	$66,987	$63,213	$819,554	$3,774
2024	$48,958	$61,819	$815,780	$-12,861
2023	$14,536	$449,374	$744,416	$-434,838
2022	$538,371	$12,863	$1,179,254	$525,508
2021	$48,382	$7,355	$653,745	$41,027

HARRISON COUNTY EDUCATIONAL FOUNDATION INC