HEARTS & LIVES (EIN 200867845) - 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

DR KEN DECROO

Phone

9093382222

Tax Period

2022-07-01 to 2023-06-30

HEARTS & LIVES, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $686K in total revenue in fiscal year 2022. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

ADDRESS NEEDS OF RESIDENTS IN THE RIM MOUNTAIN COMMUNITIES THROUGH SERVICES AND CASE MANAGEMENT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $680,342

Program Service Revenue $0

Investment Income $0

Other Revenue $6,100

TOTAL REVENUE $686,442

Expense Breakdown

Grants Paid $11,707

Salaries & Benefits $501,158

Fundraising Expenses $14,704

Program Expenses $630,444

Other Expenses $234,019

TOTAL EXPENSES $746,884

Year-over-Year Comparison

	2022	2021	Change
Revenue	$686,442	$889,526	-0.2%
Expenses	$746,884	$886,476	-0.2%
Net Income	$-60,442	$3,050	-20.8%

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

$118,917

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR KEN DECROO	PRESIDENT	7.00	Officer Director	$0	$0	$0
TOM BACHMAN	VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
BEVERLY RIOS	SECRETARY	18.00	Officer Director	$0	$0	$0
STEVE HOLLSTEIN	DIRECTOR	10.00	Director	$0	$0	$0
HEATHER DOUGHERTY	TREASURER	8.00	Director	$0	$0	$0
BILL STANLEY	DIRECTOR	7.00	Director	$0	$0	$0
LUVIA RODRIGUEZ	EXECUTIVE DIR.	40.00	Officer	$118,917	$0	$118,917

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	No data	No data	No data	No data
2023	$686,442	$746,884	$259,328	$-60,442
2022	$889,526	$886,476	$330,604	$3,050
2021	$788,997	$662,742	$326,323	$126,255

HEARTS & LIVES