Heartland for Children Inc (EIN 020619609) - 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

2002

Legal Domicile

Principal Officer

Kimberly Daugherty

Phone

8635198900

Tax Period

2023-07-01 to 2024-06-30

Heartland for Children Inc, founded in 2002, is a mid-sized nonprofit in the Youth Development sector that reported $69.5M in total revenue in fiscal year 2023.

Mission

lead agency in Florida District 14 for an integrated system of care for the provision of foster care and related services.

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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 $428,408

Program Service Revenue $68,998,224

Investment Income $5,491

Other Revenue $28,320

TOTAL REVENUE $69,460,443

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,360,558

Fundraising Expenses $0

Program Expenses $67,654,853

Other Expenses $59,976,644

TOTAL EXPENSES $69,337,202

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,460,443	$67,053,625	+0.0%
Expenses	$69,337,202	$66,915,503	+0.0%
Net Income	$123,241	$138,122	-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

143

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

$646,553

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kimberly Daugherty	CEO	55.0	Officer	$156,566	$25,062	$181,628
Jay Halferty	CFO	55.0	Officer	$147,991	$23,737	$171,728
Tracy Grey	Chief Community Rltns Officer	55.0	Officer	$105,969	$19,273	$125,242
Fawn Moore	COO	55.0	Officer	$98,895	$7,875	$106,770
Monique Myers	Chief Qlty, Perf & Compl Off	55.0	Officer	$61,066	$119	$61,185
Tammi Haas	Board Chair	2.0	Director	$0	$0	$0
Stacy Campbell-Domineck	Director	2.0	Director	$0	$0	$0
Jerry Carter	Director	2.0	Director	$0	$0	$0
Stephen Cox	Director	2.0	Director	$0	$0	$0
Deb Downing	Director	2.0	Director	$0	$0	$0
Shawn Jiles	Director	2.0	Director	$0	$0	$0
Christia Johnson	Director	2.0	Director	$0	$0	$0
Dina Russell	Director	2.0	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	No data	No data	No data	No data
2024	$69,460,443	$69,337,202	$11,126,964	$123,241
2023	$67,053,625	$66,915,503	$11,067,523	$138,122
2022	$52,012,860	$51,742,762	$10,353,256	$270,098
2021	$48,626,648	$48,401,501	$9,440,569	$225,147

Heartland for Children Inc