HFA ENDOWMENT FUND (EIN 943346991) - 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

2000

Phone

4154851495

Tax Period

2023-01-01 to 2023-12-31

HFA ENDOWMENT FUND, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $162K in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $266K exceeded revenue, resulting in a 64% operating deficit.

Mission

ANIMAL AND CONSUMER PROTECTION

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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 $0

Program Service Revenue $0

Investment Income $162,384

Other Revenue $0

TOTAL REVENUE $162,384

Expense Breakdown

Grants Paid $260,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $260,000

Other Expenses $5,531

TOTAL EXPENSES $265,531

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,384	$91,762	+0.8%
Expenses	$265,531	$269,427	0.0%
Net Income	$-103,147	$-177,665	-0.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CAROL ANDERSON	Vice President	Officer Director	$0	$0	$0
CHUCK GOODFELLOW	Treasurer	Officer Director	$0	$0	$0
BONNIE MILLER	Secretary	Officer Director	$0	$0	$0
SUWANNA GAUNTLETT	President	Officer 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	No data	No data	No data	No data
2023	$162,384	$265,531	$1,216,750	$-103,147
2022	$91,762	$269,427	$1,319,897	$-177,665
2021	$125,190	$275,636	$1,497,562	$-150,446
2020	$49,156	$275,731	$1,648,008	$-226,575
2019	$102,205	$260,000	$1,874,583	$-157,795
2018	$211,621	$260,000	$2,032,378	$-48,379

HFA ENDOWMENT FUND