HILLTOP LAKES CHAPEL FOUNDATION (EIN 742546601) - 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

1989

Legal Domicile

Principal Officer

RON PATE

Phone

9368552386

Tax Period

2023-01-01 to 2023-12-31

HILLTOP LAKES CHAPEL FOUNDATION, founded in 1989, is a micro nonprofit that reported $74K in total revenue in fiscal year 2023. Revenue surged 5504% from the prior year, signaling strong growth momentum. Expenses of $103K exceeded revenue, resulting in a 40% operating deficit.

Mission

TO PROVIDE SUPPORT FOR THE HILLTOP LAKES, TX CHAPEL THROUGH THE RECEIPT OF GIFTS AND MEMORIALS.

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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 $62,941

Program Service Revenue $0

Investment Income $10,587

Other Revenue $0

TOTAL REVENUE $73,528

Expense Breakdown

Grants Paid $95,335

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,384

Other Expenses $7,890

TOTAL EXPENSES $103,225

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,528	$1,312	+55.0%
Expenses	$103,225	$84,615	+0.2%
Net Income	$-29,697	$-83,303	-0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JOYCE PERKINS	President	Officer Director	$0	$0	$0
CAROLINE DOGT	Vice President	Officer Director	$0	$0	$0
RONALD PATE	Treasurer	Officer Director	$0	$0	$0
KARI HODGES	Director	Director	$0	$0	$0
DAVE ELMENDORF	Director	Director	$0	$0	$0
DAVID YOUNGBLOOD	Director	Director	$0	$0	$0
DR WAYNE BARRETT	Director	Director	$0	$0	$0
GERALD SLAYTON	Director	Director	$0	$0	$0
DEANA PATRO	Director	Director	$0	$0	$0
AMY FITZ	Secretary	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	No data	No data	No data	No data
2023	$73,528	$103,225	$361,766	$-29,697
2022	$1,312	$84,615	$391,484	$-83,303
2021	$54,470	$69,269	$474,789	$-14,799
2020	$36,632	$15,701	$489,577	$20,931
2019	$36,516	$21,828	$468,008	$14,688
2018	$50,352	$13,514	$453,315	$36,838

HILLTOP LAKES CHAPEL FOUNDATION