CLING- IN MEMORY OF HEIDI SHULTZ (EIN 832496090) - 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

Joshua Kuntz

Phone

7983029743

Tax Period

2024-11-01 to 2025-10-31

CLING- IN MEMORY OF HEIDI SHULTZ, founded in 2018, is a small nonprofit in the Religion sector that reported $478K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum.

Mission

EQUIP AND EMPOWER THOSE IN IMPOVERISHED CONDITIONS SO THEY CAN HAVE OPPORTUNITIES TO PROVIDE FOR THEIR FAMILIES; PROVIDING CLEAN DRINKING WATER IN HAITI BUILDING A TRADE SCHOOL IN HAITI AND THE DOMINICAN REPUBLIC BUILDING A MEDICAL CLINIC IN THE DOMINICAN REPUBLIC

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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 $477,788

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $477,788

Expense Breakdown

Grants Paid $441,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $441,900

Other Expenses $74,557

TOTAL EXPENSES $516,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$477,788	$334,050	+0.4%
Expenses	$516,457	$564,084	-0.1%
Net Income	$-38,669	$-230,034	-0.8%

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
Nicholas Shultz	President	10.00	Officer Director	$0	$0	$0
Joshua Kuntz	Treasurer	20.00	Officer Director	$0	$0	$0
Erin Kuntz	Secretary	5.00	Officer Director	$0	$0	$0
Rachel Amari	Member	1.00	Director	$0	$0	$0
Rebecca Niederfringer	Member	1.00	Director	$0	$0	$0
Erin Frey	Member	1.00	Director	$0	$0	$0
Michael Quarella	Member	1.00	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	$477,788	$516,457	$93,655	$-38,669
2024	$334,050	$564,084	$132,324	$-230,034
2023	$262,352	$166,145	$362,358	$96,207
2021	$337,651	$169,686	$243,062	$167,965
2020	$210,237	$280,962	$75,097	$-70,725

CLING- IN MEMORY OF HEIDI SHULTZ