THE GARNER HOLT FOUNDATION (EIN 841855959) - 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

GARNER HOLT

Phone

9097999090

Tax Period

2023-01-01 to 2023-12-31

THE GARNER HOLT FOUNDATION, founded in 2018, is a small nonprofit in the Education sector that reported $698K in total revenue in fiscal year 2023. Revenue surged 269% from the prior year, signaling strong growth momentum. The organization ran a surplus of $431K, a strong 62% operating margin.

Mission

THE ORGANIZATION IS DEDICATED TO INCREASING HOPE, IGNITING IMAGINATION AND INSPIRING CREATIVITY IN THE LIVES OF YOUNG PEOPLE THROUGH HANDS-ON, CAREER-FOCUSED LEARNING EXPERIENCES IN THE AREAS OF SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATHEMATICS.

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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 $35,008

Program Service Revenue $658,160

Investment Income $3,804

Other Revenue $1,006

TOTAL REVENUE $697,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,406

Fundraising Expenses $1,575

Program Expenses $263,185

Other Expenses $173,579

TOTAL EXPENSES $266,985

Year-over-Year Comparison

	2023	2022	Change
Revenue	$697,978	$189,175	+2.7%
Expenses	$266,985	$10,861	+23.6%
Net Income	$430,993	$178,314	+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

N/A

Employees

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
MARK EDWARDS	Secretary	2.00	Director	$0	$0	$0
BILL BUTLER	Director	2.00	Director	$0	$0	$0
TED ALEJANDRE	Director	2.00	Director	$0	$0	$0
DENNIS SONNEY	Director	2.00	Director	$0	$0	$0
DR MIKE STULL	Director	2.00	Director	$0	$0	$0
TODD REGAN	Director	2.00	Director	$0	$0	$0
GARY MILLER	Director	2.00	Director	$0	$0	$0
GARNER HOLT	President	4.00	Officer	$0	$0	$0
MICHELLE BERG	Treasurer	2.00	Officer	$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
2023	$697,978	$266,985	$671,431	$430,993
2022	$189,175	$10,861	$240,438	$178,314

THE GARNER HOLT FOUNDATION