HARBERT EMPLOYEES REACHING OUT FOUNDATION (EIN 631202843) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

LINDSEY H MCCURDY

Phone

2059875500

Tax Period

2025-01-01 to 2025-12-31

HARBERT EMPLOYEES REACHING OUT FOUNDATION, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2020. Revenue surged 686% from the prior year, signaling strong growth momentum.

Mission

HERO PROVIDES DIRECT FINANCIAL OR OTHER ASSISTANCE TO INDIVIDUALS OR FAMILIES IN CRISIS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $155,928

Program Service Revenue $0

Investment Income $25,940

Other Revenue $-12,619

TOTAL REVENUE $169,249

Expense Breakdown

Grants Paid $153,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,650

Other Expenses $1,698

TOTAL EXPENSES $155,348

Year-over-Year Comparison

	2025	2024	Change
Revenue	$169,249	$185,434	-0.1%
Expenses	$155,348	$131,765	+0.2%
Net Income	$13,901	$53,669	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS HARTIN	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
JOHN HARBERT	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
LINDSEY MCCURDY	PRESIDENT	4.00	Officer Director	$0	$0	$0
CHARLIE NORTON	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
NATASHA MCCALEB	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
EMILY SANCHEZ	TREASURER	4.00	Officer	$0	$0	$0
CHRIS WHITE	SECRETARY	4.00	Officer	$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	$169,249	$155,348	$798,140	$13,901
2024	No data	No data	No data	No data
2023	$198,591	$145,288	$728,954	$53,303
2022	$197,267	$183,388	$683,411	$13,879
2021	$193,943	$192,039	$681,316	$1,904
2020	$1,221,494	$1,278,667	$662,819	$-57,173

HARBERT EMPLOYEES REACHING OUT FOUNDATION