Herzog Foundation Resource Management

EIN: 923775396 501(c)(3) Philanthropy & Grantmaking

Smithville, MO

Total Revenue
$3,272,005
Total Expenses
$70,114
Total Assets
$3,201,891
Net Assets
$3,201,891
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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
MO
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.

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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%)

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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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
4

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
2
$529,685
Total Directors
3
$725,749
Key Employees
0
$0
Highest Compensated
0
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
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