Herzog Foundation Resource Managem… - Form 990 Financial Data

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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

2023

Legal Domicile

Principal Officer

Kristen Ansley

Phone

8166010439

Tax Period

2023-01-01 to 2023-12-31

Herzog Foundation Resource Management, founded in 2023, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.3M in total revenue in fiscal year 2023. The organization ran a surplus of $3.2M, a strong 98% operating margin.

Mission

The Organization's mission is to support Christian education.

Program Service Accomplishments

Program 1

Expenses: $69,826 Revenue: $0

The Organization acquired real property in furtherance of its exempt purposes and incurred expenses related to the operation and maintenance of such property. The Organization also incurred...

The Organization acquired real property in furtherance of its exempt purposes and incurred expenses related to the operation and maintenance of such property. The Organization also incurred expenditures for the benefit of Herzog Tomorrow Foundation, its supported organization.

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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 $3,270,400

Program Service Revenue $0

Investment Income $1,605

Other Revenue $0

TOTAL REVENUE $3,272,005

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,826

Other Expenses $70,114

TOTAL EXPENSES $70,114

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,272,005	N/A	N/A
Expenses	$70,114	N/A	N/A
Net Income	$3,201,891	$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

N/A

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

$529,685

Total Directors

$725,749

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Darrell Jones	President	5.00	Officer	$0	$16,113	$258,413
Todd Graves	Director	5.00	Director	$0	$15,990	$277,483
John Elliott	Director	5.00	Director	$0	$0	$176,994
Kristn Ansley	Director and Sec/Treas.	8.00	Officer Director	$0	$15,387	$271,272

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	No data	No data	No data	No data
2023	$3,272,005	$70,114	$3,201,891	$3,201,891

Herzog Foundation Resource Management