Henry Family Foundation (EIN 823998733) - 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

2018

Legal Domicile

Principal Officer

William Henry

Phone

7132404499

Tax Period

2023-01-01 to 2023-12-31

Henry Family Foundation, founded in 2018, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $19K in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6K, a strong 30% operating margin.

Mission

The Henry Family Foundation is dedicated to transforming the lives of people by supporting deepening faith, enabling lasting fellowship and support for one another while promoting fun environments for youth adults.

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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 $0

Program Service Revenue $17,825

Investment Income $724

Other Revenue $0

TOTAL REVENUE $18,549

Expense Breakdown

Grants Paid $750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,924

Other Expenses $12,174

TOTAL EXPENSES $12,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,549	$44,599	-0.6%
Expenses	$12,924	$29,885	-0.6%
Net Income	$5,625	$14,714	-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

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
William A Henry	Chairman	012.75	Director	$0	$0	$0
Sharon K Henry	Vice Chairman	000.75	Officer Director	$0	$0	$0
Haley F Henry	Executive Director	000.75	Officer Director	$0	$0	$0
Ryan W Henry	Treasurer	000.75	Officer Director	$0	$0	$0
Alexis K Henry	Secretary	000.50	Officer Director	$0	$0	$0
Nicholas A Henry	Director	000.50	Officer Director	$0	$0	$0
Ashley Myers	Ethics Compliance Director	000.50	Director	$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	No data	No data	No data	No data
2023	$18,549	$12,924	$345,775	$5,625
2022	$44,599	$29,885	$340,150	$14,714
2021	$35,614	$27,743	$325,436	$7,871
2020	$20,555	$52,316	$231,202	$-31,761

Henry Family Foundation