HEART TO HEART CAC HARVEYMARIONMCPHERSON CAC INC (EIN 201539146) - 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

VERONICA BARGDILL-MOSQUEDA

Phone

3168044603

Tax Period

2023-01-01 to 2023-12-31

HEART TO HEART CAC HARVEYMARIONMCPHERSON CAC INC, founded in 2004, is a small nonprofit in the Human Services sector that reported $261K in total revenue in fiscal year 2023.

Mission

ENABLE PROFESSIONALS TO WORK TOGETHER TO HANDLE CHILD ABUSE CASES IN SUCH A MANNER THAT CHILDREN ARE NOT FURTHER VICTIMIZED BY SYSTEMS DESIGNED TO PROTECT THEM.

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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 $262,056

Program Service Revenue $0

Investment Income $62

Other Revenue $-982

TOTAL REVENUE $261,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $208,877

Fundraising Expenses $13,255

Program Expenses $184,093

Other Expenses $60,069

TOTAL EXPENSES $268,946

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,136	$245,598	+0.1%
Expenses	$268,946	$248,448	+0.1%
Net Income	$-7,810	$-2,850	+1.7%

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

$62,451

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA WILLIAMS	PRESIDENT	1.00	Officer Director	$0	$0	$0
TINA GOLDEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAYLENE BURGE	SECRETARY	1.00	Officer Director	$0	$0	$0
LORI HARDIN	TREASURER	10.00	Officer Director	$0	$0	$0
SHAWN CHAPMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK CARR	BOARD MEMBER	1.00	Director	$0	$0	$0
TONYA WITUK	BOARD MEMEBER	1.00	Director	$0	$0	$0
ELISHA GUEST	BOARD MEMEBER	1.00	Director	$0	$0	$0
MALLORY MORTON	BOARD MEMBER	1.00	Director	$0	$0	$0
VERONICA BARGDILL-MOSQUEDA	EXECUTIVE DIRECTOR	40.00	Director	$62,451	$0	$62,451

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	$261,136	$268,946	$121,097	$-7,810
2022	$245,598	$248,448	$106,596	$-2,850
2021	$234,651	$218,413	$115,054	$16,238

HEART TO HEART CAC HARVEYMARIONMCPHERSON CAC INC