ASSURANCE HOME FOUNDATION INC

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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

1982

Legal Domicile

Principal Officer

BRIAN STOKES

Tax Period

2023-07-01 to 2024-06-30

ASSURANCE HOME FOUNDATION INC, founded in 1982, is a small nonprofit in the Unknown sector that reported $311K in total revenue in fiscal year 2023. The organization ran a surplus of $238K, a strong 77% operating margin.

Mission

TO PROVIDE FACILITIES FOR THE ASSURANCE HOME, AN EXEMPT PUBLIC CHARITY.

Program Service Accomplishments

Program 1

SUPPORT PAID TO ASSURANCE HOME, INC. THIS IS AN EXEMPT PUBLIC CHARITY.

Program 2

TO PROVIDE SUPPORT TO THE CHILDREN OF ASSURANCE HOME IN THE FORM OF SCHOLARSHIPS TO HELP DEFRAY THE COSTS OF COLLEGE

Program 3

Expenses: $23,139

EXPENSES INCURRED AS A RESULT OF PROVIDING FACILITIES FOR THE ASSURANCE HOME, INC (A PUBLIC CHARITY). EXPENSES INCLUDE REPAIRS, MAINTENANCE AND INSURANCE EXPENSE.

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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 $50,000

Program Service Revenue $42,000

Investment Income $217,006

Other Revenue $2,147

TOTAL REVENUE $311,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,373

Other Expenses $72,837

TOTAL EXPENSES $72,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,153	$297,842	+0.0%
Expenses	$72,837	$79,432	-0.1%
Net Income	$238,316	$218,410	+0.1%

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
BRIAN STOKES	PRESIDENT/DI	N/A	Officer Director	$0	$0	$0
BARBARA HANNIFIN	VICE PRES/DI	N/A	Officer Director	$0	$0	$0
LANIE SMITH	TREASURER/DI	N/A	Officer Director	$0	$0	$0
BETH L HIGHTOWER	DIRECTOR	N/A	Director	$0	$0	$0
KAY CARGILL JENKINS	DIRECTOR	N/A	Director	$0	$0	$0
MIKE MARLEY	DIRECTOR	N/A	Director	$0	$0	$0
BARB VICENTE	DIRECTOR	N/A	Director	$0	$0	$0
RON MALONE	DIRECTOR	N/A	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	$311,153	$72,837	$5,770,528	$238,316
2023	$297,842	$79,432	$5,585,308	$218,410
2022	$242,499	$125,568	$5,268,927	$116,931
2021	$320,585	$234,599	$5,668,414	$85,986
2020	$1,645,042	$295,526	$5,114,576	$1,349,516
2019	$182,756	$276,111	$3,821,333	$-93,355
2018	$155,964	$222,930	$3,925,495	$-66,966