HAIG POINT FOUNDATION INC (EIN 831054157) - 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

Principal Officer

RICHARD KLEMM

Phone

8433418194

Tax Period

2025-01-01 to 2025-12-31

HAIG POINT FOUNDATION INC is a small nonprofit in the Philanthropy & Grantmaking sector that reported $214K in total revenue in fiscal year 2025. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $199K left a modest 7% surplus.

Mission

THE FOUNDATION PROVIDES SUPPORT VIA FUNDS FOR DISASTER AND HURRICANE RELIEF, PRESERVATION AND BEAUTY, HISTORY AND SAFETY OF THE ISLAND OF DAUFUSKIE AND ITS INHABITANTS, AS WELL AS SCHOLARSHIPS TO HELP ISLAND RESIDENTS AND EMPLOYEES ADVANCE THEIR LIVES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $111,810

Program Service Revenue $0

Investment Income $10,408

Other Revenue $91,849

TOTAL REVENUE $214,067

Expense Breakdown

Grants Paid $183,176

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $186,019

Other Expenses $15,711

TOTAL EXPENSES $198,887

Year-over-Year Comparison

	2025	2024	Change
Revenue	$214,067	$147,840	+0.4%
Expenses	$198,887	$141,609	+0.4%
Net Income	$15,180	$6,231	+1.4%

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
SUSAN COPTY	FINANCE CHAI	10.00	Officer Director	$0	$0	$0
MARY KEISLER	SECRETARY	2.00	Officer Director	$0	$0	$0
RICHARD KLEMM	CHAIRPERSON	10.00	Officer Director	$0	$0	$0
CATHY BOS	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN SIMMONS	VICE CHAIRPE	2.00	Officer Director	$0	$0	$0
STEVE EGLY	DIRECTOR	2.00	Director	$0	$0	$0
JAY GARRICK	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN SCHULTZ	FUNDRAISING	2.00	Director	$0	$0	$0
DON HUNTER	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS MASSA	MARKETING CH	2.00	Director	$0	$0	$0
JOHN TARRANT	DIRECTOR	2.00	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	$214,067	$198,887	$430,235	$15,180
2024	$147,840	$141,609	$413,094	$6,231
2023	$174,494	$121,830	$368,186	$52,664

HAIG POINT FOUNDATION INC