HIWAY CREDIT UNION FOUNDATION (EIN 814112454) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

CHRISTINE CORDELL

Phone

6512911515

Tax Period

2023-01-01 to 2023-12-31

HIWAY CREDIT UNION FOUNDATION, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $343K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $95K, a strong 28% operating margin.

Mission

PASSIONATELY PROVIDING RESOURCES TO ENHANCE THE OVERALL WELLNESS OF THE COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $352,410

Program Service Revenue $0

Investment Income $0

Other Revenue $-9,550

TOTAL REVENUE $342,860

Expense Breakdown

Grants Paid $239,875

Salaries & Benefits $890

Fundraising Expenses $0

Program Expenses $239,875

Other Expenses $7,386

TOTAL EXPENSES $248,151

Year-over-Year Comparison

	2023	2022	Change
Revenue	$342,860	$246,566	+0.4%
Expenses	$248,151	$234,519	+0.1%
Net Income	$94,709	$12,047	+6.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$2,129,441

Total Directors

$1,037,442

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE CORDELL	CHAIR	0.50	Officer Director	$0	$44,736	$346,226
TINA JONES	VICE CHAIR	2.00	Officer Director	$0	$8,113	$107,833
MALEE YANG	SECRETARY	1.00	Officer Director	$0	$6,083	$82,121
SOUAYEE VANG	TREASURER	1.00	Officer Director	$0	$18,356	$172,805
CINDY BODEN	DIRECTOR	0.50	Director	$0	$0	$0
JOSH CHACON	DIRECTOR	1.00	Director	$0	$8,599	$104,158
SAVANNA GIVENS	DIRECTOR	0.50	Director	$0	$14,794	$106,630
NIKKI SIZEMORE	DIRECTOR	0.50	Director	$0	$15,784	$93,105
SCARLETT YANG	ASSOCIATE DIRECTOR	1.00	Director	$0	$1,604	$24,564
DAVE BODEN	CEO - CREDIT UNION	0.00	Officer	$0	$82,905	$992,150
AARON KASTNER	CFO - CREDIT UNION	0.00	Officer	$0	$52,560	$428,306

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	$342,860	$248,151	$249,312	$94,709
2022	$246,566	$234,519	$154,603	$12,047
2021	$222,002	$140,462	$142,556	$81,540

HIWAY CREDIT UNION FOUNDATION