HARMONY HILL OF UNION (EIN 943050703) - 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

1987

Legal Domicile

Phone

3608982363

Tax Period

2024-01-01 to 2024-12-31

HARMONY HILL OF UNION, founded in 1987, is a small nonprofit in the Mental Health sector that reported $548K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 223% operating deficit.

Mission

HARMONY HILL'S MISSION IS TO TRANSFORM THE LIVES OF THOSE AFFECTED BY CANCER AND TO INSPIRE HEALTHY LIVING FOR ALL.

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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 $402,561

Program Service Revenue $392,855

Investment Income $-421,990

Other Revenue $174,716

TOTAL REVENUE $548,142

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,048,149

Fundraising Expenses $170,366

Program Expenses $1,376,496

Other Expenses $720,348

TOTAL EXPENSES $1,768,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$548,142	$1,461,864	-0.6%
Expenses	$1,768,497	$1,883,221	-0.1%
Net Income	$-1,220,355	$-421,357	+1.9%

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

100

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

$314,392

Total Directors

$314,392

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL SESNON	Executive Dir.	40.00	Officer Director	$294,520	$19,872	$314,392
PHYLLIS MCGAVICK	Director	1.00	Director	$0	$0	$0
CAROLYN OLSEN	Director	1.00	Director	$0	$0	$0
MILLARD DAVIDSON	Director	1.00	Director	$0	$0	$0
KIT EVANS	Vice President	2.00	Officer Director	$0	$0	$0
GRETCHEN SCHODDE	Director	1.00	Director	$0	$0	$0
COBIE WHITTDEN	Director	1.00	Director	$0	$0	$0
KATHERINE SCHMIDT	President	2.00	Officer Director	$0	$0	$0
PETER FANTHAM	Treasurer	2.00	Officer Director	$0	$0	$0
REBEKAH STACKHOUSE	Secretary	2.00	Officer Director	$0	$0	$0
HAN NACHTRIEB	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	$548,142	$1,768,497	$767,068	$-1,220,355
2023	$1,461,864	$1,883,221	$2,371,027	$-421,357
2022	$1,528,735	$1,617,120	$2,439,818	$-88,385
2021	$964,585	$1,432,910	$2,630,560	$-468,325
2020	$1,129,058	$1,218,539	$3,063,301	$-89,481
2019	$1,250,482	$1,296,903	$3,004,090	$-46,421
2018	$1,451,208	$1,497,015	$3,246,651	$-45,807

HARMONY HILL OF UNION