WARM HEART WORLDWIDE INC (EIN 262059241) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

DANA L BROWN

Phone

7327459295

Tax Period

2024-01-01 to 2024-12-31

WARM HEART WORLDWIDE INC, founded in 2008, is a small nonprofit in the International Affairs sector that reported $348K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $326K left a modest 6% surplus.

Mission

TO PROVIDE RELIEF TO THE POOR AND DISTRESSED AND HALT HUMAN TRAFFICKING.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $346,376

Program Service Revenue $0

Investment Income $757

Other Revenue $982

TOTAL REVENUE $348,115

Expense Breakdown

Grants Paid $290,137

Salaries & Benefits $6,000

Fundraising Expenses $14,523

Program Expenses $290,137

Other Expenses $29,809

TOTAL EXPENSES $325,946

Year-over-Year Comparison

	2024	2023	Change
Revenue	$348,115	$385,970	-0.1%
Expenses	$325,946	$343,879	-0.1%
Net Income	$22,169	$42,091	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$6,000

Total Directors

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN VAN DER VEEN	SECRETARY	5.00	Officer Director	$6,000	$0	$6,000
MARK BAILDON	TRUSTEE	1.00	Director	$0	$0	$0
DANA L BROWN	PRESIDENT/CH	20.00	Officer Director	$0	$0	$0
MAISHA DANIEL	TRUSTEE	1.00	Director	$0	$0	$0
TARA DEWORSOP	TRUSTEE	1.00	Director	$0	$0	$0
LOUISE DONAGHY	TRUSTEE	1.00	Director	$0	$0	$0
PAUL C KUEHN	TRUSTEE	1.00	Director	$0	$0	$0
POLYA LESOVA	TRUSTEE	1.00	Director	$0	$0	$0
TANVI SAVLA	TRUSTEE	1.00	Director	$0	$0	$0
EVELIND A SCHECTER	TREASURER	20.00	Officer Director	$0	$0	$0
D MICHAEL SHAFER	TRUSTEE	1.00	Director	$0	$0	$0
KWANPIROMTARA SUKSRI	TRUSTEE	1.00	Director	$0	$0	$0
KIM WINBUSH	TRUSTEE	1.00	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
2024	$348,115	$325,946	$117,981	$22,169
2023	$385,970	$343,879	$95,812	$42,091
2022	$313,788	$342,840	$53,721	$-29,052
2021	$425,078	$357,910	$82,773	$67,168
2020	$319,547	$327,297	$15,605	$-7,750
2019	$322,773	$326,899	$23,355	$-4,126
2018	$337,966	$338,928	$27,481	$-962

WARM HEART WORLDWIDE INC