HOLDEN VILLAGE FOUNDATION (EIN 911728134) - 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

1995

Legal Domicile

Principal Officer

MARK SCHWEHN

Phone

5096992404

Tax Period

2018-11-01 to 2019-10-31

HOLDEN VILLAGE FOUNDATION, founded in 1995, is a micro nonprofit that reported $25K in total revenue in fiscal year 2018. Revenue fell 36% from the prior year — a significant decline worth monitoring.

Mission

ASSIST HOLDEN VILLAGE ON MISSION OF RENEWAL.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $25,199

Other Revenue $0

TOTAL REVENUE $25,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2018	2017	Change
Revenue	$25,199	$39,298	-0.4%
Expenses	N/A	$39,298	-1.0%
Net Income	N/A	$0	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

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

$147,814

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK SCHWEHN	FOUNDATION PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSHUA POST	HOLDEN VILLAGE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHRYN BLOMKER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES NAGEL	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA KINGERY	TREASURER	1.00	Officer Director	$0	$0	$0
LOIS RIMBO	BOARD MEMBER	1.00	Director	$0	$0	$0
HANS JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PAM FICKENSCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA PITCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
NORMA GALLEGOS	BOARD MEMBER	1.00	Director	$0	$0	$0
LOLA DEANE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY TITUS	BOARD MEMBER	1.00	Director	$0	$0	$0
DARIUS LARSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC LANSVERK	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMANTHA LYON	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS HUGHES	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAIRE SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER HERNES	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES HOFFMAN	CO EXECUTIVE DIRECTOR	1.00	Officer	$0	$12,623	$73,907
MARGARET CARLSON-HOFFMAN	CO EXECUTIVE DIRECTOR	1.00	Officer	$0	$12,623	$73,907

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
2019	$25,199	No data	No data	No data
2018	$39,298	$39,298	$1,002,579	No data

HOLDEN VILLAGE FOUNDATION