HELPING OTHERS TOGETHER COMMUNITY FOUNDATION (EIN 843079860) - 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

2019

Legal Domicile

Principal Officer

ELIZABETH MCGEE

Phone

2064653372

Tax Period

2024-01-01 to 2024-12-31

HELPING OTHERS TOGETHER COMMUNITY FOUNDATION, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $190K in total revenue in fiscal year 2024. Expenses of $178K left a modest 6% surplus.

Mission

BRING PEOPLE TOGETHER TO PROVIDE HELP AND HOPE FOR STRUGGLING CHILDREN AND FAMILIES IN THE WEST VALLEY.

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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 $111,856

Program Service Revenue $0

Investment Income $2,881

Other Revenue $75,370

TOTAL REVENUE $190,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $31,148

Program Expenses $139,579

Other Expenses $178,338

TOTAL EXPENSES $178,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,107	N/A	N/A
Expenses	$178,338	N/A	N/A
Net Income	$11,769	N/A	N/A

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

N/A

Volunteers

282

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
ELIZABETH MCGEE	President	20.00	Officer Director	$0	$0	$0
WENDY MCGEE	Treasurer	20.00	Officer Director	$0	$0	$0
SLOAN CLACK	Vice President	10.00	Officer Director	$0	$0	$0
CARRIE ROSENCRANS	Director	5.00	Director	$0	$0	$0
CAROL SMALLEY	Director	10.00	Director	$0	$0	$0
REBECCA SIMON	Secretary	10.00	Officer Director	$0	$0	$0
BECKY LOVEJOY	Director	10.00	Director	$0	$0	$0
LISA RASBAND	Director	5.00	Director	$0	$0	$0
SHERI SEARS	Director	5.00	Director	$0	$0	$0
LAURIE CARLSON	SECRETARY	10.00		$0	$0	$0
NANCY PRENTISS	DIRECTOR	10.00		$0	$0	$0
SHARON WEFRING	DIRECTOR	10.00		$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	$190,107	$178,338	$115,017	$11,769
2022	$244,094	$182,612	$99,579	$61,482

HELPING OTHERS TOGETHER COMMUNITY FOUNDATION