HEART TRUST INC (EIN 205536661) - 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

2006

Legal Domicile

Principal Officer

Shereen Abdel-Meguid

Phone

2035613445

Tax Period

2025-01-01 to 2025-12-31

HEART TRUST INC, founded in 2006, is a micro nonprofit in the Health Care sector that reported $96K in total revenue in fiscal year 2025. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $68K, a strong 71% operating margin.

Mission

To provide pro bono pediatric cardiac care and training in developing countries. Also provide scholarships to either impoverished children suffering from congenital heart defects or their family members.

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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 (2025)

Revenue Breakdown

Contributions & Grants $86,115

Program Service Revenue $0

Investment Income $6,036

Other Revenue $3,420

TOTAL REVENUE $95,571

Expense Breakdown

Grants Paid $4,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,447

Other Expenses $23,394

TOTAL EXPENSES $27,744

Year-over-Year Comparison

	2025	2024	Change
Revenue	$95,571	$164,325	-0.4%
Expenses	$27,744	$161,416	-0.8%
Net Income	$67,827	$2,909	+22.3%

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

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
Shereen Abdel-Meguid	President and Secretary	20	Director	$0	$0	$0
David Chan	Director	0.25	Director	$0	$0	$0
Mark Galantowicz	Director	0.25	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
2025	$95,571	$27,744	$512,919	$67,827
2022	$229,392	$212,580	$469,780	$16,812
2020	$209,389	$245,202	$413,173	$-35,813

HEART TRUST INC