HEARTSHARE WELLNESS LTD (EIN 113538646) - 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

Legal Domicile

Phone

7184224200

Tax Period

2024-07-01 to 2025-06-30

HEARTSHARE WELLNESS LTD, founded in 2000, is a community nonprofit in the Health Care sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE THE HIGHEST QUALITY LONG TERM THERAPY SERVICES, BOTH HABILITATIVE AND REHABILITATIVE SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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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 $16,251

Program Service Revenue $1,677,475

Investment Income $1,287

Other Revenue $78,040

TOTAL REVENUE $1,773,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,211,590

Fundraising Expenses $0

Program Expenses $1,574,595

Other Expenses $554,504

TOTAL EXPENSES $1,766,094

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,773,053	$1,410,433	+0.3%
Expenses	$1,766,094	$1,182,842	+0.5%
Net Income	$6,959	$227,591	-1.0%

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

$571,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK J MARESCA	VICE CHAIRMAN	0.2	Officer Director	$0	$0	$0
JIM KERR	BOARD CHAIRMAN	0.2	Officer Director	$0	$0	$0
JOSEPH R BENFANTE ESQ	TREASURER	0.2	Officer Director	$0	$0	$0
MATTHEW LIPSKY	SECRETARY	0.2	Officer Director	$0	$0	$0
DAWN W VALENTINE-SAFFAYEH	EXECUTIVE DIRECTOR / PRESIDENT & CEO - HSHS, HSVS, HEC, HSW	0.1	Officer	$0	$60,236	$571,800
CAMILO MARAVILLA	PHYSICAL THERAPIST	35.0	Highest	$111,471	$2,708	$114,179

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	$1,773,053	$1,766,094	$4,422,747	$6,959
2024	No data	No data	No data	No data
2023	$903,950	$2,056,492	$4,986,191	$-1,152,542
2022	$1,027,874	$948,200	$6,442,230	$79,674
2021	$477,914	$796,592	$6,981,265	$-318,678
2020	$1,547,074	$1,239,868	$5,925,935	$307,206
2019	$3,608,585	$3,373,277	$5,693,349	$235,308
2018	$4,533,246	$3,704,829	$5,484,782	$828,417

HEARTSHARE WELLNESS LTD