HRJ CHARITIES 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

2004

Legal Domicile

Principal Officer

RONALD YU

Phone

4152356318

Tax Period

2023-01-01 to 2023-12-31

HRJ CHARITIES INC, founded in 2004, is a small nonprofit in the Youth Development sector that reported $406K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $728K exceeded revenue, resulting in a 79% operating deficit.

Mission

TO HELP CHILDREN AND FAMILIES IN NEED.

Program Service Accomplishments

Program 1

Expenses: $591,926

HRJ CHARITIES MAKES GRANTS AND/OR DONATIONS TO NON-PROFIT ORGANIZATIONS (1) GENERALLY LOCATED IN THE SAN FRANCISCO BAY AREA AND (2) DEMONSTRATES TO HRJ CHARITIES' SATISFACTION THAT SUCH ORGANIZATIONS SEEK TO FOSTER PERSONAL DEVELOPMENT, EDUCATIONAL ACHIEVEMENT, PHYSICAL AND EMOTIONAL HEALTH, AND/OR ECONOMIC EMPOWERMENT. HRJ CHARITIES' EVENTS RAISE AWARENESS FOR PROJECTS SUPPORTED BY THE ORGANIZATION'S MISSION. THEY CONSIST OF TWO TYPES OF EVENTS - THEATRE WITH A VIP RECEPTION PRIOR TO THE THEATRE SHOW AND AN AWARDS BREAKFAST. THE EVENTS GENERALLY SERVE APPROXIMATELY 1000 AND 150 RESPECTIVELY. THE NET PROCEEDS ARE DIRECTED TO GRANTMAKING DIRECTIVES CONSISTENT WITH THE ORGANIZATION'S MISSION WHICH MAY INCLUDE A LOCALLY-BASED NON-PROFIT BENEFICIARY.

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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 $1,273,170

Program Service Revenue $0

Investment Income $14,519

Other Revenue $-881,799

TOTAL REVENUE $405,890

Expense Breakdown

Grants Paid $501,926

Salaries & Benefits $120,000

Fundraising Expenses $11,126

Program Expenses $591,926

Other Expenses $106,232

TOTAL EXPENSES $728,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$405,890	$815,944	-0.5%
Expenses	$728,158	$470,027	+0.5%
Net Income	$-322,268	$345,917	-1.9%

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

$120,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARRIS BARTON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RONNIE LOTT	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF BLOOM	TREASURER	1.00	Officer Director	$0	$0	$0
CRAIG JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
RONALD YU	EXECUTIVE DIRECTOR	40.00	Officer	$120,000	$0	$120,000

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	$405,890	$728,158	$1,176,972	$-322,268
2022	$815,944	$470,027	$1,677,243	$345,917
2021	$1,642,568	$840,605	$1,404,650	$801,963
2020	$115,756	$343,898	$758,001	$-228,142
2019	$2,290,215	$2,269,272	$670,338	$20,943
2018	$197,183	$648,002	$1,464,392	$-450,819