HAVE A HEART (EIN 200936306) - 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

SAMUEL J WORTHINGTON

Phone

2159680600

Tax Period

2018-01-01 to 2018-12-31

HAVE A HEART, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $268K in total revenue in fiscal year 2018. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $194K, a strong 73% operating margin.

Mission

TO IDENTIFY AND RAISE AWARENESS AND FUNDS FOR CAUSES IN OUR COMMUNITY, WHICH AFFECT THE QUALITY OF LIFE OF THE MEMBERS OF OUR COMMUNITY AND THE WORLD AT LARGE THROUGH BOTH ADVOCACY AND FUNDRAISING.THE ORGANIZATION SUPPORTS MANY CAUSES, THE CURRENT FOCUS BEING ON RAISING FUNDS FOR ALS RESEARCH TO FIND A CURE FOR THIS HORRIFIC DISEASE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $267,932

Program Service Revenue $0

Investment Income $153

Other Revenue $0

TOTAL REVENUE $268,085

Expense Breakdown

Grants Paid $72,490

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,490

Other Expenses $1,163

TOTAL EXPENSES $73,653

Year-over-Year Comparison

	2018	2017	Change
Revenue	$268,085	$169,998	+0.6%
Expenses	$73,653	$166,817	-0.6%
Net Income	$194,432	$3,181	+60.1%

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

N/A

Independent Members

N/A

Employees

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL J WORTHINGTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
MATTHEW BELLINA	DIRECTOR	2.00	Director	$0	$0	$0
CATILIN BELLINA	DIRECTOR	2.00	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
2018	$268,085	$73,653	$180,990	$194,432

HAVE A HEART