PERUVIAN HEARTS (EIN 200769896) - 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

2003

Legal Domicile

Principal Officer

Judith Dodson

Phone

3035262756

Tax Period

2023-01-01 to 2023-12-31

PERUVIAN HEARTS, founded in 2003, is a small nonprofit in the Youth Development sector that reported $328K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Net assets of $685K represent 25 months of operating reserves.

Mission

To end poverty and gender inequality by educating young women and creating leaders in Peru. We enable girls in Peru to break the cycle of intergenerational poverty and help them to embrace education and believe in their own ability to create a life beyond the conditions into which they were born.

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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 $309,178

Program Service Revenue $0

Investment Income $20,327

Other Revenue $-1,087

TOTAL REVENUE $328,418

Expense Breakdown

Grants Paid $201,424

Salaries & Benefits $74,712

Fundraising Expenses $38,748

Program Expenses $278,922

Other Expenses $54,449

TOTAL EXPENSES $330,585

Year-over-Year Comparison

	2023	2022	Change
Revenue	$328,418	$364,876	-0.1%
Expenses	$330,585	$349,544	-0.1%
Net Income	$-2,167	$15,332	-1.1%

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

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

Total Directors

Key Employees

$65,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Dodson	Executive Director	40	Key Emp Highest	$65,000	$0	$65,000
Judith Dodson	President, Director (Chair)	12.00	Director	$0	$0	$0
Rocco Dodson	Vice President, Director	3	Director	$0	$0	$0
Susan Ahlquist	Director	1	Director	$0	$0	$0
Edwin Gonzalez	Director	30	Director	$0	$0	$0
Ana Dodson	Director	1	Director	$0	$0	$0
Christopher Konrad	Director	1	Director	$0	$0	$0
Betsy Hoke	Director	1	Director	$0	$0	$0
Barbee Lux	Director	1	Director	$0	$0	$0
Pamela Geist	Director	1	Director	$0	$0	$0
Elizabeth Lovelace	Director	1	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	No data	No data	No data	No data
2023	$328,418	$330,585	$685,499	$-2,167
2022	$364,876	$349,544	$687,666	$15,332
2021	$427,767	$349,186	$672,334	$78,581
2020	$400,800	$344,619	$593,753	$56,181

PERUVIAN HEARTS