JOSHUAS HEART FOUNDATION INC (EIN 142012279) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

CLAUDIA MCLEAN

Phone

3057888295

Tax Period

2024-01-01 to 2024-12-31

JOSHUAS HEART FOUNDATION INC, founded in 2007, is a small nonprofit in the Human Services sector that reported $587K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $545K left a modest 7% surplus.

Mission

Joshuas Heart Foundation (JHF) is dedicated to the fight against hunger and poverty. A youth-run organization, which empowers needy people to improve their quality of life by providing necessities like groceries and personal items. JHF also effectively engages and educates youth

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $587,266

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $587,266

Expense Breakdown

Grants Paid $0

Salaries & Benefits $170,099

Fundraising Expenses $10,587

Program Expenses $448,292

Other Expenses $374,682

TOTAL EXPENSES $544,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$587,266	$682,670	-0.1%
Expenses	$544,781	$623,972	-0.1%
Net Income	$42,485	$58,698	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$40,385

Total Directors

$40,385

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAUDIA MCLEAN	VICE PRESIDENTEXECUTIVE DIRECTOR	40.00	Officer Director	$40,385	$0	$40,385
JOSHUA WILLIAMS	PRESIDENT CHAIRMAN AND FOUNDER	20.00	Officer Director	$0	$0	$0
ZULA GRAHAM	SECRETARY	40.00	Officer Director	$0	$0	$0
LISIA MCLEAN	TREASURER	1.00	Officer Director	$0	$0	$0
CECILIA SOSA	BOARD MEMBER	1.00	Director	$0	$0	$0
GAIL TURKOVICH	BOARD MEMBER	1.00	Director	$0	$0	$0
MACARENA BIANCHI	BOARD MEMBER	1.00	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
2024	$587,266	$544,781	$307,022	$42,485
2023	$682,670	$623,972	$276,137	$58,698
2022	$466,479	$459,499	$225,096	$6,980
2021	$626,568	$588,140	$184,961	$38,428
2020	$1,772,749	$1,598,386	$260,825	$174,363
2019	$231,192	$233,504	$67,458	$-2,312
2018	$362,812	$367,961	$60,285	$-5,149

JOSHUAS HEART FOUNDATION INC