HANOT FOUNDATION ENDOWMENT FUND INC (EIN 680473188) - 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

2001

Legal Domicile

Principal Officer

NICHOLAS CURTIN

Phone

2093346454

Tax Period

2023-07-01 to 2024-06-30

HANOT FOUNDATION ENDOWMENT FUND INC, founded in 2001, is a small nonprofit in the Health Care sector that reported $316K in total revenue in fiscal year 2023. The organization ran a surplus of $295K, a strong 94% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT TO HANOT FOUNDATION, INC. AND OTHER ORGANIZATIONS WITH SIMILAR MISSIONS. PROVIDE MATERIAL AND SPIRITUAL AID TO DEVELOPMENTALLY DISABLED PERSONS AND THEIR FAMILIES, REGARDLESS OF RACE, COLOR, CREED, RELIGION OR SEX, AND RELATED SERVICES TO HELP THESE INDIVIDUALS ACHIEVE MAXIMUM POTENTIAL.

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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 $1,000

Program Service Revenue $0

Investment Income $314,650

Other Revenue $0

TOTAL REVENUE $315,650

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $20,513

TOTAL EXPENSES $20,513

Year-over-Year Comparison

	2023	2022	Change
Revenue	$315,650	$-181,804	-2.7%
Expenses	$20,513	$16,752	+0.2%
Net Income	$295,137	$-198,556	-2.5%

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
JOSEPH BERTAO	President	1.00	Officer Director	$0	$0	$0
JO TENNANT	Treasurer	1.00	Officer Director	$0	$0	$0
NICHOLAS CURTIN	Secr./Exec. Dir	1.00	Officer Director	$0	$0	$0
TERESA CULBERTSON	BOARD MEMBER	1.00	Director	$0	$0	$0
D DONALD GEIGER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHUCK HAMMOND	BOARD MEMBER	1.00	Director	$0	$0	$0
MICKIE NUSS	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE WILCOX	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
2025	No data	No data	No data	No data
2024	$315,650	$20,513	$3,195,782	$295,137
2023	$-181,804	$16,752	$2,802,309	$-198,556
2022	$-185,207	$108,335	$2,542,401	$-293,542
2021	$235,449	$16,106	$2,988,980	$219,343
2020	$-1,462	$14,105	$2,378,600	$-15,567
2019	$70,454	$13,519	$2,294,866	$56,935
2018	$52,380	$12,948	$2,219,713	$39,432

HANOT FOUNDATION ENDOWMENT FUND INC