Foundation for Healthy Generations (EIN 916186093) - 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

1974

Legal Domicile

Principal Officer

Julie Peterson

Phone

2068242907

Tax Period

2024-01-01 to 2024-12-31

Foundation for Healthy Generations, founded in 1974, is a small nonprofit in the Health Care sector that reported $508K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $595K exceeded revenue, resulting in a 17% operating deficit.

Mission

To create enduring health equity.

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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 $222,911

Program Service Revenue $0

Investment Income $281,890

Other Revenue $2,880

TOTAL REVENUE $507,681

Expense Breakdown

Grants Paid $0

Salaries & Benefits $422,655

Fundraising Expenses $0

Program Expenses $269,819

Other Expenses $172,090

TOTAL EXPENSES $594,745

Year-over-Year Comparison

	2024	2023	Change
Revenue	$507,681	$555,966	-0.1%
Expenses	$594,745	$572,668	+0.0%
Net Income	$-87,064	$-16,702	+4.2%

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

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

$176,939

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Peterson	Executive Dir.	40.00	Officer	$159,251	$17,688	$176,939
Lori Stolee	Chair	1.00	Officer Director	$0	$0	$0
Dennis Worsham	Vice Chair	1.00	Officer Director	$0	$0	$0
Nancy Anderson	Secretary/Treas	1.00	Officer Director	$0	$0	$0
Nora Coronado	Director	1.00	Director	$0	$0	$0
Robin Pickering	Director	1.00	Director	$0	$0	$0
Maddy Agranoff	Director	1.00	Director	$0	$0	$0
Renee Rooker	Director	1.00	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	$507,681	$594,745	$7,864,939	$-87,064
2023	$555,966	$572,668	$7,527,699	$-16,702
2022	$432,883	$569,647	$6,987,626	$-136,764
2021	$544,331	$591,393	$8,693,020	$-47,062
2020	$469,862	$970,152	$8,191,577	$-500,290
2019	$2,005,961	$2,095,699	$8,226,145	$-89,738
2018	$1,534,306	$2,920,414	$9,734,491	$-1,386,108

Foundation for Healthy Generations