FRIENDS OF DEER HOLLOW FARM (EIN 770373776) - 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

1994

Legal Domicile

Principal Officer

Lubab Sheet-Davis

Phone

6507996783

Tax Period

2023-07-01 to 2024-06-30

FRIENDS OF DEER HOLLOW FARM, founded in 1994, is a small nonprofit in the Unknown sector that reported $205K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 31% operating margin.

Mission

To preserve Deer Hollow Farm, a historical area and working homestead farm; and support the Farm's environmental education program for the benefit of local schools and the community.

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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 $168,813

Program Service Revenue $0

Investment Income $21,535

Other Revenue $14,196

TOTAL REVENUE $204,544

Expense Breakdown

Grants Paid $119,288

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,288

Other Expenses $21,584

TOTAL EXPENSES $140,872

Year-over-Year Comparison

	2023	2022	Change
Revenue	$204,544	$159,952	+0.3%
Expenses	$140,872	$116,286	+0.2%
Net Income	$63,672	$43,666	+0.5%

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
Lubab Sheet-Davis	President	2	Officer Director	$0	$0	$0
Yunquing Charlotte Xia	Treasurer	2	Officer Director	$0	$0	$0
Shangyan Renee Blitzer	Secretary	2	Officer Director	$0	$0	$0
Jack Kay	Board Director	1	Director	$0	$0	$0
Michael Droeger	Board Director	1	Director	$0	$0	$0
JoAnn Davis	Board Director	1	Director	$0	$0	$0
Esther Jeng	Board Director	1	Director	$0	$0	$0
Jaime Villareal	Vice President	2	Officer Director	$0	$0	$0
Carla Dorow	Financial Advisor	2	Key Emp	$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	$204,544	$140,872	$577,833	$63,672
2023	$159,952	$116,286	$514,161	$43,666

FRIENDS OF DEER HOLLOW FARM