THE HDF GROUP (EIN 680600605) - 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

2004

Legal Domicile

Principal Officer

GERD HEBER

Phone

2175316104

Tax Period

2023-01-01 to 2023-12-31

THE HDF GROUP, founded in 2004, is a community nonprofit in the Science & Technology sector that reported $3.7M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.3M left a modest 10% surplus.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HIGH QUALITY SOFTWARE FOR MANAGING LARGE COMPLEX DATA, TO PROVIDE OUTSTANDING SERVICES FOR USERS OF THESE TECHNOLOGIES, AND TO INSURE EFFECTIVE MANAGEMENT OF DATA THROUGH THE DATA LIFE CYCLE.

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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 $686,510

Program Service Revenue $2,965,661

Investment Income $1,814

Other Revenue $0

TOTAL REVENUE $3,653,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,923,010

Fundraising Expenses $0

Program Expenses $2,470,504

Other Expenses $368,406

TOTAL EXPENSES $3,291,416

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,653,985	$3,295,775	+0.1%
Expenses	$3,291,416	$3,270,329	+0.0%
Net Income	$362,569	$25,446	+13.2%

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

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

$374,562

Total Directors

$12,000

Key Employees

$373,481

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL J FOLK	SECRETARY	1.00	Officer Director	$4,000	$0	$4,000
JESSICA POPP	PRESIDENT	1.00	Officer Director	$4,000	$0	$4,000
EASWARAN G NADHAN	DIRECTOR	1.00	Director	$4,000	$0	$4,000
VANISHA TAYLOR	CFO	40.00	Officer	$149,935	$18,703	$168,638
GERD HEBER	EXECUTIVE DIRECTOR	40.00	Officer	$178,447	$19,477	$197,924
JOHN READEY	DIRECTOR OF TOOLS AND CLOU	40.00	Key Emp	$177,356	$21,249	$198,605
DANA ROBINSON	DIRECTOR OF ENGINEERING	40.00	Key Emp	$167,181	$7,695	$174,876
NEELAM BAGHA	EMPLOYEE	40.00	Highest	$135,768	$6,349	$142,117
ALEKSANDAR JELENAK	EMPLOYEE	40.00	Highest	$146,964	$1,007	$147,971
MICHAEL BREITENFELD	EMPLOYEE	40.00	Highest	$117,082	$12,113	$129,195
MELINDA EADS	EMPLOYEE	40.00	Highest	$124,498	$13,260	$137,758
NEIL FORTNER	EMPLOYEE	40.00	Highest	$127,692	$21,205	$148,897

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	$3,653,985	$3,291,416	$3,248,020	$362,569
2022	$3,295,775	$3,270,329	$2,975,611	$25,446
2021	$3,775,571	$3,821,807	$2,681,088	$-46,236
2020	$4,718,326	$4,103,516	$2,773,430	$614,810
2019	$4,191,835	$4,102,086	$2,176,802	$89,749
2018	$4,634,741	$5,080,095	$2,108,606	$-445,354

THE HDF GROUP