HARVARD COMMUNITY FOUNDATION INC (EIN 911845579) - 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

2009

Legal Domicile

Principal Officer

KEITH LJUNGGREN

Phone

4027722151

Tax Period

2024-01-01 to 2024-12-31

HARVARD COMMUNITY FOUNDATION INC, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $342K in total revenue in fiscal year 2024. Revenue surged 467% from the prior year, signaling strong growth momentum. The organization ran a surplus of $245K, a strong 72% operating margin.

Mission

THE FOUNDATION'S MOST SIGNIFICANT PROGRAM ACTIVITY IS TO PROVIDE FINANCIAL SUPPORT TO VARIOUS CIVIC AND CHARITABLE BENEFICIARIES IN HARVARD, NEBRASKA.

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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 $330,195

Program Service Revenue $0

Investment Income $8,989

Other Revenue $3,000

TOTAL REVENUE $342,184

Expense Breakdown

Grants Paid $68,230

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,645

Other Expenses $28,980

TOTAL EXPENSES $97,210

Year-over-Year Comparison

	2024	2023	Change
Revenue	$342,184	$60,365	+4.7%
Expenses	$97,210	$55,299	+0.8%
Net Income	$244,974	$5,066	+47.4%

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

N/A

Independent Members

N/A

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
GLEN BECKER	PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN CHRISTENSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
KEITH LJUNGGREN	TREASURER	1.00	Officer Director	$0	$0	$0
CRAIG BARFKNECHT	BOARD MEMBER	0.25	Director	$0	$0	$0
SHELLY CHLOUPEK	BOARD MEMBER	0.25	Director	$0	$0	$0
CHARLES CONWAY	BOARD MEMBER	0.25	Director	$0	$0	$0
RICHARD HASELOH	BOARD MEMBER	0.25	Director	$0	$0	$0
DIANE KELLER	BOARD MEMBER	0.25	Director	$0	$0	$0
SHELLEY STONE	BOARD MEMBER	0.25	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
2024	$342,184	$97,210	$671,409	$244,974

HARVARD COMMUNITY FOUNDATION INC