HEARTBEAT SERVING WOUNDED WARRIORS (EIN 030547294) - 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

2004

Legal Domicile

Principal Officer

Janet Raulerson

Phone

4259311047

Tax Period

2025-01-01 to 2025-12-31

HEARTBEAT SERVING WOUNDED WARRIORS, founded in 2004, is a small nonprofit that reported $310K in total revenue in fiscal year 2025.

Mission

To provide emergency assistance, morale building and innovative therapeutic services for Wounded Warriors and their families.

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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 $310,253

Program Service Revenue $0

Investment Income $88

Other Revenue $0

TOTAL REVENUE $310,341

Expense Breakdown

Grants Paid $174,390

Salaries & Benefits $116,910

Fundraising Expenses $19,487

Program Expenses $283,878

Other Expenses $37,952

TOTAL EXPENSES $329,252

Year-over-Year Comparison

	2025	2024	Change
Revenue	$310,341	$302,632	+0.0%
Expenses	$329,252	$327,871	+0.0%
Net Income	$-18,911	$-25,239	-0.3%

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

$79,200

Total Directors

$79,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janice Buckley	President and Founder	40	Officer Director	$79,200	$0	$79,200
Janet Raulerson	Treasurer	40	Officer Director	$0	$0	$0
Florence Dix	Secretary	5	Officer Director	$0	$0	$0
Walt Amidon	Board Member	5	Director	$0	$0	$0
Charles Farmer	Board Member	5	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	$310,341	$329,252	$198,969	$-18,911
2024	$302,632	$327,871	$217,306	$-25,239
2023	$297,205	$303,786	$242,208	$-6,581
2022	$337,220	$332,706	$247,929	$4,514
2021	$333,849	$316,337	$252,030	$17,512
2020	$300,038	$295,403	$226,741	$4,635

HEARTBEAT SERVING WOUNDED WARRIORS