The Foundation at Hearst Castle (EIN 770068533) - 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

1985

Legal Domicile

Principal Officer

Doug Jenzen

Phone

8059959720

Tax Period

2024-01-01 to 2024-12-31

The Foundation at Hearst Castle, founded in 1985, is a small nonprofit that reported $471K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

The Foundation at Hearst Castle works to sustain Hearst Castle, conserve its priceless art collection, and inspire future generations. The nonprofit organization raises funds via donation, annual membership, and charitable events.

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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 (2024)

Revenue Breakdown

Contributions & Grants $325,307

Program Service Revenue $53,562

Investment Income $13,075

Other Revenue $78,619

TOTAL REVENUE $470,563

Expense Breakdown

Grants Paid $0

Salaries & Benefits $244,864

Fundraising Expenses $75,894

Program Expenses $317,806

Other Expenses $229,471

TOTAL EXPENSES $474,335

Year-over-Year Comparison

	2024	2023	Change
Revenue	$470,563	$722,451	-0.3%
Expenses	$474,335	$609,065	-0.2%
Net Income	$-3,772	$113,386	-1.0%

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

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
DOUG JENZEN	Executive Director	40.00		$71,854	$0	$71,854
DOUG AYRES	Director	1.00	Director	$0	$0	$0
SCHUYLER HOVERSTEN	Director	2.00	Director	$0	$0	$0
SUSIE BOUTONNET	Director	1.00	Director	$0	$0	$0
CHRISTOPHER BURGART	Director	2.00	Director	$0	$0	$0
VICTOR HERRERA	Director	1.00	Director	$0	$0	$0
ABE MARQUEZ	Member at Large	1.00	Director	$0	$0	$0
WILLIAM THOMA	Director	1.00	Director	$0	$0	$0
EVELYN PLEMONS	Secretary	3.00	Officer	$0	$0	$0
LISA HAAS	President	4.00	Officer	$0	$0	$0
KRISTIN RASMUSSEN	Treasurer	6.00	Officer	$0	$0	$0
MARGARET KLEVINS	Vice President	1.00	Officer	$0	$0	$0
DIA RIANDA	President	1.00	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
2024	$470,563	$474,335	$679,238	$-3,772
2023	$722,451	$609,065	$663,084	$113,386
2022	$397,141	$371,643	$454,200	$25,498
2021	$472,535	$352,711	$483,493	$119,824
2020	$132,784	$353,293	$398,298	$-220,509
2019	$607,423	$505,950	$571,370	$101,473
2018	$355,702	$467,986	$418,119	$-112,284

The Foundation at Hearst Castle