Hearthstone Community Foundation Inc (EIN 931153699) - 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

1997

Legal Domicile

Phone

5624355535

Tax Period

2017-07-01 to 2018-06-30

Hearthstone Community Foundation Inc, founded in 1997, is a micro nonprofit that reported $96K in total revenue in fiscal year 2017. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $612K exceeded revenue, resulting in a 535% operating deficit.

Mission

Provide housing for low income families.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $96,404

Investment Income $0

Other Revenue $0

TOTAL REVENUE $96,404

Expense Breakdown

Grants Paid $1,052

Salaries & Benefits $276,124

Fundraising Expenses $0

Program Expenses $584,275

Other Expenses $335,140

TOTAL EXPENSES $612,316

Year-over-Year Comparison

	2017	2016	Change
Revenue	$96,404	$66,721	+0.4%
Expenses	$612,316	$654,529	-0.1%
Net Income	$-515,912	$-587,808	-0.1%

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

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

$78,000

Total Directors

$78,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
C William Avery	President	40.00	Officer Director	$78,000	$0	$78,000
Isamar Luciano	Director	1.00	Director	$0	$0	$0
Margaret Dumas	Secretary	1.00	Director	$0	$0	$0
Jaylene Miller	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
2018	$96,404	$612,316	$1,175,455	$-515,912

Hearthstone Community Foundation Inc