HAWTHORN FOUNDATION INC (EIN 843042040) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

JAMES J FINNEGAN

Phone

2027431586

Tax Period

2023-01-01 to 2023-12-31

HAWTHORN FOUNDATION INC, founded in 2019, is a small nonprofit in the Education sector that reported $316K in total revenue in fiscal year 2023. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 390% operating deficit.

Mission

THE HAWTHORN FOUNDATION WAS ESTABLISHED TO PROVIDE RESOURCES TO ACCELERATE THE LAUNCH OF OPUS DEI SCHOOLS IN THE UNITED STATES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $424,530

Program Service Revenue $0

Investment Income $-109,140

Other Revenue $203

TOTAL REVENUE $315,593

Expense Breakdown

Grants Paid $1,063,591

Salaries & Benefits $374,826

Fundraising Expenses $37,085

Program Expenses $1,221,171

Other Expenses $106,618

TOTAL EXPENSES $1,545,035

Year-over-Year Comparison

	2023	2022	Change
Revenue	$315,593	$2,854,916	-0.9%
Expenses	$1,545,035	$3,227,122	-0.5%
Net Income	$-1,229,442	$-372,206	+2.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$281,134

Total Directors

$100,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES J FINNEGAN	CFO	30.00	Officer	$135,117	$18,934	$181,134
ANDRES PEREZ BENZO	TRUSTEE/EXEC	20.00	Officer Director	$100,000	$0	$100,000
JEAN PAUL DESTARAC	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY HADFORD	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$315,593	$1,545,035	$10,024,362	$-1,229,442
2022	$2,854,916	$3,227,122	$11,204,969	$-372,206
2021	$3,463,795	$1,846,588	$21,023,816	$1,617,207
2020	$1,308,742	$282,313	$13,438,849	$1,026,429

HAWTHORN FOUNDATION INC