HENRY B ALLEN FAMILY FOUNDATION (EIN 956030962) - 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

1969

Legal Domicile

Principal Officer

ERIC W JOHNSON

Phone

3192341766

Tax Period

2024-04-01 to 2025-03-31

HENRY B ALLEN FAMILY FOUNDATION, founded in 1969, is a small nonprofit in the Education sector that reported $191K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $58K, a strong 30% operating margin.

Mission

TO COLLECT INCOME FROM ANY PROPERTY, REAL OR PERSONAL, WHICH THE HENRY B. ALLEN FAMILY FOUNDATION MAY OWN, PAY ALL EXPENSES AND DISTRIBUTE NET INCOME ON AN ANNUAL BASIS TO ALLEN MEMORIAL HOSPITAL CORPORATION, WATERLOO, IOWA, FOR SO LONG AS IT OPERATES AS A HOSPITAL.

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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 $0

Program Service Revenue $0

Investment Income $190,812

Other Revenue $0

TOTAL REVENUE $190,812

Expense Breakdown

Grants Paid $108,066

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,066

Other Expenses $24,922

TOTAL EXPENSES $132,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,812	$292,556	-0.3%
Expenses	$132,988	$166,784	-0.2%
Net Income	$57,824	$125,772	-0.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JANE HASEK	VICE PRESIDE	0.10	Officer Director	$0	$0	$0
ERIC W JOHNSON	PRESIDENT	0.10	Officer Director	$0	$0	$0
KATHLEEN MCCOY	TREASURER	0.10	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
2025	$190,812	$132,988	$2,374,353	$57,824
2024	$292,556	$166,784	$2,316,529	$125,772
2023	$161,530	$157,443	$2,190,757	$4,087
2022	$170,296	$115,091	$2,186,670	$55,205
2021	$291,221	$123,225	$2,131,465	$167,996
2020	$235,236	$119,914	$1,963,469	$115,322
2019	$108,497	$103,984	$1,848,147	$4,513

HENRY B ALLEN FAMILY FOUNDATION