Zach Hoefler Memorial Trust

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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

2019

Legal Domicile

Principal Officer

Kelly Hoefler

Tax Period

2023-01-01 to 2023-12-31

Zach Hoefler Memorial Trust, founded in 2019, is a small nonprofit in the Human Services sector that reported $146K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $80K, a strong 55% operating margin.

Mission

To provide financial support and assitance to families with children suffering from cancer and other serious illnesses.

Program Service Accomplishments

Program 1

Expenses: $65,388

To provide financial support and assitance to families with children suffering from cancer and other serious illnesses.

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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 $74,198

Program Service Revenue $0

Investment Income $8,878

Other Revenue $62,546

TOTAL REVENUE $145,622

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,388

Other Expenses $15,388

TOTAL EXPENSES $65,388

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,622	$216,590	-0.3%
Expenses	$65,388	$95,219	-0.3%
Net Income	$80,234	$121,371	-0.3%

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

N/A

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
Dan Gray	Board Member	3.00	Director	$0	$0	$0
Kendall Hoefler	Board Member	3.00	Director	$0	$0	$0
Allison Miller	Treasurer	3.00	Officer Director	$0	$0	$0
Kelly Hoefler	Secretary	20.00	Officer Director	$0	$0	$0
Michael Hoefler	Presidnet	3.00	Officer 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
2024	No data	No data	No data	No data
2023	$145,622	$65,388	$452,153	$80,234
2022	$216,590	$95,219	$363,362	$121,371