HEAL Inc (EIN 205936421) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Christy Swaid

Phone

2057908287

Tax Period

2024-01-01 to 2024-12-31

HEAL INC, founded in 2006, is a small nonprofit in the Education sector that reported $699K in total revenue in fiscal year 2018. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

To provide for the development of educational materials and programs relating to healthy living, exercise, disease prevention, and sensible nutrition.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,233,142

Program Service Revenue $0

Investment Income $0

Other Revenue $-26,110

TOTAL REVENUE $1,207,032

Expense Breakdown

Grants Paid $0

Salaries & Benefits $216,196

Fundraising Expenses $25,602

Program Expenses $1,052,792

Other Expenses $993,390

TOTAL EXPENSES $1,209,586

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,207,032	$1,039,025	+0.2%
Expenses	$1,209,586	$1,226,132	0.0%
Net Income	$-2,554	$-187,107	-1.0%

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

$130,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christine Baker	Board Chair & President	5.00	Officer Director	$0	$0	$0
Janice Smith Farr	Vice President	5.00	Officer Director	$0	$0	$0
Sherrie D LeMier	Secretary & Treasurer	5.00	Officer Director	$0	$0	$0
Dr Sharon Spencer	Board Member	5.00	Director	$0	$0	$0
Bobby Humphrey	Board Member	5.00	Director	$0	$0	$0
Jennifer H Wilson	Board Member	5.00	Director	$0	$0	$0
Wayne Reid	Board Member	5.00	Director	$0	$0	$0
Jonathan Allen	Board Member	5.00	Director	$0	$0	$0
Christy Swaid	Founder & CEO	40.00	Officer	$130,000	$0	$130,000

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	$1,207,032	$1,209,586	$1,133,436	$-2,554
2023	$1,039,025	$1,226,132	$1,067,624	$-187,107
2022	$865,516	$985,355	$1,023,316	$-119,839
2021	$906,667	$819,194	$1,111,907	$87,473
2020	$887,813	$751,696	$1,047,584	$136,117
2019	$907,903	$859,321	$886,115	$48,582
2018	$699,426	$698,343	$688,866	$1,083

HEAL Inc