SMALL HANDS BIG HEARTS PEDIATRIC T… - Form 990 Financial Data

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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

2009

Legal Domicile

Principal Officer

JOSEPH MARTZ

Phone

6102604600

Tax Period

2024-07-01 to 2025-06-30

SMALL HANDS BIG HEARTS PEDIATRIC THERAPY MANAGEMENT INC, founded in 2009, is a community nonprofit in the Health Care sector that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.9M exceeded revenue, resulting in a 12% operating deficit.

Mission

OUR VISION IS TO FOSTER THE DEVELOPMENT OF A STRONG SYNERGISTIC RELATIONSHIP BETWEEN CHILD, PARENT, AND THERAPIST TO PROMOTE AN OPTIMAL ENVIRONMENT FOR GAINING FUNCTIONAL INDEPENDENCE IN ALL DEVELOPMENTAL AREAS. SMALL HANDS BIG HEARTS PEDIATRIC THERAPY MANAGEMENT INC. (SHBH) IS AN INSPIRATIONAL BEACON TO THERAPISTS AS THEY PROVIDE HOLISTIC CLIENT-CENTERED PEDIATRIC HOME THERAPY UTILIZING A MEDICAL MODEL, THROUGHOUT DALLAS, FT. WORTH, SAN ANTONIO, AND THEIR SURROUNDING AREAS IN TEXAS.

Program Service Accomplishments

Program 1

Expenses: $2,573,040 Revenue: $2,586,986

SMALL HANDS BIG HEARTS PEDIATRIC THERAPY MANAGEMENT INC. (SHBH), A MERAKEY COMPANY, IS DEDICATED TO THE WORK OF HEALING THROUGH OUR COMMITMENT TO EMPOWERING CHILDREN AND THEIR FAMILIES. SHBH IS MADE UP OF A DIVERSE GROUP OF TRAINED PROFESSIONALS IN THE AREAS OF PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND SPEECH PATHOLOGY PROUDLY SERVING BOTH THE DALLAS/FORT WORTH "METROPLEX AND THE SAN ANTONIO, TEXAS AREAS. SMALL HANDS, BIG HEARTS PEDIATRIC THERAPY MANAGEMENT INC. IS A MEDICAID CERTIFIED, HOME HEALTH LICENSED ORGANIZATION WHICH MANAGES THE RELATIONSHIP BETWEEN OCCUPATIONAL THERAPISTS/PHYSICAL THERAPISTS/SPEECH THERAPISTS, PATIENTS, AND INSURANCE COMPANIES.

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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 $0

Program Service Revenue $2,586,986

Investment Income $139

Other Revenue $144

TOTAL REVENUE $2,587,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,297,098

Fundraising Expenses $0

Program Expenses $2,573,040

Other Expenses $594,200

TOTAL EXPENSES $2,891,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,587,269	$2,429,343	+0.1%
Expenses	$2,891,298	$3,073,376	-0.1%
Net Income	$-304,029	$-644,033	-0.5%

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

N/A

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

$2,186,406

Total Directors

$3,240,923

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH MARTZ	PRESIDENT/CEO	0.50	Officer Director	$0	$55,260	$1,367,764
ROBERT NIX III ESQ	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
DERRICK YACOVELLI	TREASURER/SECRETARY/CFO	0.50	Officer Director	$0	$45,661	$818,642
LEAH PASON	DIRECTOR/CPO	0.50	Director	$0	$26,041	$568,535
REBECCA RICHWINE	DIRECTOR/SVP, CFS	0.50	Director	$0	$21,354	$485,982
SYLVIA PURNELL	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA GUTZMER	EXECUTIVE DIRECTOR	37.50	Highest	$132,662	$29,356	$162,018
SARAH MEYER	CLINICAL DIRECTOR	37.50	Highest	$123,030	$3,363	$126,393

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	$2,587,269	$2,891,298	$228,237	$-304,029
2024	$2,429,343	$3,073,376	$229,404	$-644,033
2023	$2,526,356	$2,815,773	$400,612	$-289,417
2022	$230,495	$230,785	$807,713	$-290

SMALL HANDS BIG HEARTS PEDIATRIC THERAPY MANAGEMENT INC