HEARTS WITH A MISSION (EIN 208678122) - 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

2007

Legal Domicile

Principal Officer

KEVIN LAMSON

Phone

5416467385

Tax Period

2023-07-01 to 2024-06-30

HEARTS WITH A MISSION, founded in 2007, is a community nonprofit in the Human Services sector that reported $3.7M in total revenue in fiscal year 2023. Expenses of $3.5M left a modest 6% surplus.

Mission

TO SERVE HOMELESS AND AT-RISK YOUTH BY PROVIDING SHELTER, EDUCATION, MENTORING AND TRANSITION PLANNING, AND ELDER COMPANION CARE ALL WITH A FAITH-BASED APPROACH IN LINCOLN, KLAMATH, JACKSON, AND JOSEPHINE COUNTIES, OREGON.

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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 $1,273,600

Program Service Revenue $2,359,046

Investment Income $102,029

Other Revenue $4,769

TOTAL REVENUE $3,739,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,902,743

Fundraising Expenses $168,213

Program Expenses $3,037,620

Other Expenses $618,035

TOTAL EXPENSES $3,520,778

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,739,444	$3,643,488	+0.0%
Expenses	$3,520,778	$2,946,676	+0.2%
Net Income	$218,666	$696,812	-0.7%

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

200

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

$242,874

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN LAMSON	Executive Direc	50.00	Officer	$148,861	$9,639	$158,500
SHARON RUSH	PROGRAM OFFICER	40.00		$103,415	$9,817	$113,232
LEE PRUITT	Finance Dir	40.00	Officer	$79,612	$4,762	$84,374
TIM PRITCHETT	Director	2.00	Director	$0	$0	$0
KENNETH MEIGS	Director	2.00	Director	$0	$0	$0
KATHERINE ABDUN-NUR	Secretary	2.00	Officer Director	$0	$0	$0
ROBERT EASTMAN	Director	2.00	Director	$0	$0	$0
DARCEY MANN-SELF	President	2.00	Officer Director	$0	$0	$0
KATHY TINSLEY	Director	2.00	Director	$0	$0	$0
COLLEEN PADILLA	Director	2.00	Director	$0	$0	$0
KIRK KOLB	Vice President	2.00	Officer Director	$0	$0	$0
CHERYL DYER	Treasurer	2.00	Officer Director	$0	$0	$0
LISA MERRITT	Director	2.00	Director	$0	$0	$0
ALISSA GARRISON	Director	2.00	Director	$0	$0	$0
KIRSTYN TEUSCHER	Accounting Mgr	40.00	Officer	$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	No data	No data	No data	No data
2024	$3,739,444	$3,520,778	$4,987,300	$218,666
2023	$3,643,488	$2,946,676	$4,670,609	$696,812
2022	$3,446,525	$2,840,417	$3,897,606	$606,108
2021	$3,173,819	$2,483,000	$3,656,992	$690,819
2020	$2,391,954	$2,491,012	$2,975,055	$-99,058
2019	$2,231,459	$2,064,385	$2,335,703	$167,074
2019	$2,231,459	$2,064,385	$2,335,703	$167,074

HEARTS WITH A MISSION