HEARTBEAT OF LIMA INC (EIN 237293587) - 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

Principal Officer

BEN ANDERSON

Phone

4192227945

Tax Period

2024-01-01 to 2024-12-31

HEARTBEAT OF LIMA INC is a small nonprofit in the Human Services sector that reported $461K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $118K, a strong 26% operating margin.

Mission

HEARTBEAT IS A PREGNANCY RESOURCE CENTER WHOSE MISSION IS TO OFFER LIFE AFFIRMING SUPPORT TO WOMEN, MEN AND CHILDREN AND EMPOWER THEM TO BUILD STRONGER FAMILIES AND HEALTHIER RELATIONSHIPS IN A CHRIST-CENTERED ENVIRONMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $452,095

Program Service Revenue $0

Investment Income $16,971

Other Revenue $-8,376

TOTAL REVENUE $460,690

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,737

Fundraising Expenses $22,733

Program Expenses $246,218

Other Expenses $223,045

TOTAL EXPENSES $342,782

Year-over-Year Comparison

	2024	2023	Change
Revenue	$460,690	$404,951	+0.1%
Expenses	$342,782	$126,312	+1.7%
Net Income	$117,908	$278,639	-0.6%

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

$44,620

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHELSEA SUNDERLAND	DIRECTOR	40.00	Director	$44,620	$0	$44,620
BRENDA KELLER	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN ANDERSON	PRESIDENT	1.00	Officer	$0	$0	$0
SHONDA WALSH	TREASURER	1.00	Officer	$0	$0	$0
DAVE RUFENER	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA DORLEY	VICE PRESIDE	1.00	Officer	$0	$0	$0
DON INKROTT	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN JENKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE CIMINILLO	BOARD MEMBER	1.00	Director	$0	$0	$0
JJ SREENAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA YEAGER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE GONZALES	SECRETARY	1.00	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
2024	$460,690	$342,782	$923,699	$117,908
2023	$404,951	$126,312	$807,568	$278,639
2022	$466,131	$196,248	$574,464	$269,883
2021	$184,663	$117,679	$311,743	$66,984
2020	$192,292	$126,302	$244,759	$65,990
2019	$166,749	$148,895	$178,769	$17,854
2018	$208,650	$154,245	$160,915	$54,405

HEARTBEAT OF LIMA INC