KENTUCKY HEARTWOOD INC (EIN 010701145) - 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

1992

Principal Officer

CHRIS SCHIMMOELLER

Phone

5024685987

Tax Period

2025-01-01 to 2025-12-31

KENTUCKY HEARTWOOD INC, founded in 1992, is a small nonprofit in the Environment sector that reported $159K in total revenue in fiscal year 2025. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $178K exceeded revenue, resulting in a 12% operating deficit.

Mission

KENTUCKY HEARTWOOD SEEKS TO PROTECT AND RESTORE THE INTEGRITY, STABILITY, AND BEAUTY OF KENTUCKYS NATIVE FORESTS AND BIOTIC COMMUNITIES THROUGH RESEARCH, EDUCATION, ADVOCACY, AND COMMUNITY ENGAGEMENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $154,019

Program Service Revenue $0

Investment Income $4,760

Other Revenue $503

TOTAL REVENUE $159,282

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,317

Fundraising Expenses $4,155

Program Expenses $131,176

Other Expenses $32,329

TOTAL EXPENSES $177,646

Year-over-Year Comparison

	2025	2024	Change
Revenue	$159,282	$225,541	-0.3%
Expenses	$177,646	$228,843	-0.2%
Net Income	$-18,364	$-3,302	+4.6%

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

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

$44,062

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHANNA DELGADO AVECEDO	EXECUTIVE DI	35.00	Officer	$44,062	$0	$44,062
CHRIS SCHIMMOELLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
TED WITHROW	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
PATTY DRAUS	TREASURER	10.00	Officer Director	$0	$0	$0
XYARA ASPLEN	SECRETARY	4.00	Officer Director	$0	$0	$0
ELIJAH HICKS	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY TIPTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIAN CAMPBELL	BOARD MEMBER	1.00	Director	$0	$0	$0
GRETCHEN COLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID COOPER	BOARD MEMBER	10.00	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
2025	$159,282	$177,646	$209,897	$-18,364
2024	No data	No data	No data	No data
2023	$178,102	$199,220	$235,235	$-21,118
2022	$211,530	$127,532	$235,667	$83,998

KENTUCKY HEARTWOOD INC