HALE RANCH FOUNDATION

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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

Polly Ragusa

Phone

6509473100

Tax Period

2025-01-01 to 2025-12-31

HALE RANCH FOUNDATION, founded in 2020, is a small nonprofit in the Human Services sector that reported $411K in total revenue in fiscal year 2025. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $270K, a strong 66% operating margin.

Mission

Our mission is to demonstrate commitment to LAGCC employees through grants to support financial stability, health and education.

Program Service Accomplishments

Program 1

Expenses: $129,660 Revenue: $368,598

Grants paid to Club employees when they have faced financial need for housing, transportation, medical, bereavement, and education expenses.

Program 2

Expenses: $0 Revenue: $0

not applicable

Program 3

Expenses: $0 Revenue: $0

not applicable

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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 (2025)

Revenue Breakdown

Contributions & Grants $368,598

Program Service Revenue $0

Investment Income $18,666

Other Revenue $24,088

TOTAL REVENUE $411,352

Expense Breakdown

Grants Paid $129,660

Salaries & Benefits $0

Fundraising Expenses $4,279

Program Expenses $129,660

Other Expenses $11,571

TOTAL EXPENSES $141,231

Year-over-Year Comparison

	2025	2024	Change
Revenue	$411,352	$211,903	+0.9%
Expenses	$141,231	$97,528	+0.4%
Net Income	$270,121	$114,375	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Holly Cohen	Director	2	Director	$0	$0	$0
Luis Pena	Director	0.5	Director	$0	$0	$0
Bob Shuman	Director	0.05	Director	$0	$0	$0
Susan Greathouse	Director	1.5	Director	$0	$0	$0
Lesley Canfield	Director	0.5	Director	$0	$0	$0
Susan Lundberg	Controller	4	Director	$0	$0	$0
Michael Biggar	Treasurer	1	Officer	$0	$0	$0
Polly Ragusa	President	4	Officer	$0	$0	$0
Michelle Blaine	Secretary	2	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
2025	$411,352	$141,231	$869,638	$270,121
2024	$211,903	$97,528	$643,651	$114,375
2023	$155,319	$88,327	$473,795	$66,992
2022	$143,823	$53,189	$406,803	$90,634
2021	$183,605	$44,943	$331,967	$138,662
2020	$211,164	$17,859	$193,305	$193,305