HERSHEY CHARITABLE 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

Legal Domicile

Principal Officer

GWEN FORNIA

Phone

3038857212

Tax Period

2023-06-01 to 2024-05-31

HERSHEY CHARITABLE TRUST is a micro nonprofit that reported $37K in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 77% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO ELDERLY, ILL AND NEEDY PERSONS WHO HAVE BEEN MEMBERS OF A LOCAL ZONTA CLUB FOR MORE THAN TEN YEARS, OR CURRENT ZONTA MEMBERS WHO HAVE BEEN MEMBERS FOR MORE THAN FIVE YEARS.

Program Service Accomplishments

Program 1

Expenses: $8,544

SINCE NO PERSONS FITTING THE CATEGORY OF "ELDERLY, ILL OR NEEDY" WERE IDENTIFIED DURING THE YEAR, THE SCHOLARSHIP AMOUNT HAS BEEN SET ASIDE TO BE TRANSFERRED TO THE ALTERNATE BENEFICIARY...

SINCE NO PERSONS FITTING THE CATEGORY OF "ELDERLY, ILL OR NEEDY" WERE IDENTIFIED DURING THE YEAR, THE SCHOLARSHIP AMOUNT HAS BEEN SET ASIDE TO BE TRANSFERRED TO THE ALTERNATE BENEFICIARY, METROPOLITAN STATE UNIVERSITY, TO BE USED FOR SCHOLARSHIPS. THE AMOUNT IS BEING HELD AS A RESTRICTED NET ASSET UNTIL IT IS USED.

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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 $0

Investment Income $36,923

Other Revenue $0

TOTAL REVENUE $36,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,544

Other Expenses $8,544

TOTAL EXPENSES $8,544

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,923	$19,846	+0.9%
Expenses	$8,544	$5,605	+0.5%
Net Income	$28,379	$14,241	+1.0%

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
MARY BENOIT	PRESIDENT	1.00	Officer Director	$0	$0	$0
PENNY BURKE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
PATRICIA MCNERNY	SECRETARY	1.00	Officer Director	$0	$0	$0
JUDITH BINGENHEIMER	TREASURER	1.00	Officer Director	$0	$0	$0
CYNTHIA HERNDON	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA HOEGLER	DIRECTOR	1.00	Director	$0	$0	$0
WENDY HENRY-MORASKIE	DIRECTOR	1.00	Director	$0	$0	$0
JANELLE POULLIER	DIRECTOR	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	No data	No data	No data	No data
2024	$36,923	$8,544	$691,525	$28,379
2023	$19,846	$5,605	$621,236	$14,241
2022	$15,641	$5,441	$612,778	$10,200
2021	$18,386	$4,199	$641,353	$14,187
2020	$23,663	$4,849	$563,155	$18,814
2019	$18,906	$6,039	$589,375	$12,867