Sam Hubbard Foundation (EIN 844402521) - 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

2020

Legal Domicile

Principal Officer

Samuel Hubbard

Phone

5139047034

Tax Period

2024-01-01 to 2024-12-31

Sam Hubbard Foundation, founded in 2020, is a small nonprofit in the Youth Development sector that reported $832K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $421K, a strong 51% operating margin.

Mission

The Sam Hubbard Foundation exists to bring equitable access to food, education, and a healthy lifestyle for all Cincinnatians.

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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 $869,198

Program Service Revenue $0

Investment Income $20,479

Other Revenue $-58,060

TOTAL REVENUE $831,617

Expense Breakdown

Grants Paid $125,384

Salaries & Benefits $75,178

Fundraising Expenses $35,983

Program Expenses $225,772

Other Expenses $209,996

TOTAL EXPENSES $410,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$831,617	$531,039	+0.6%
Expenses	$410,558	$317,014	+0.3%
Net Income	$421,059	$214,025	+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

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

$74,817

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Samuel Hubbard	Director/President	1.00	Officer Director	$0	$0	$0
James Hubbard	Director	1.00	Director	$0	$0	$0
Clare Zlatic Blankemeyer	Director	1.00	Director	$0	$0	$0
Derek Vanover	Director	1.00	Director	$0	$0	$0
Matt Kittell	Executive Director	40.00	Officer	$55,000	$0	$55,000
Shawn Pflanz	Director of Finance	7.00	Officer	$19,817	$0	$19,817

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	$831,617	$410,558	$758,066	$421,059
2023	$531,039	$317,014	$337,129	$214,025
2022	$285,272	$164,706	$122,982	$120,566

Sam Hubbard Foundation