JACKSON HEART FOUNDATION (EIN 270723542) - 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

2009

Legal Domicile

Principal Officer

MORGAN GEARY

Phone

6019827850

Tax Period

2023-07-01 to 2024-06-30

JACKSON HEART FOUNDATION, founded in 2009, is a small nonprofit in the Education sector that reported $529K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $982K exceeded revenue, resulting in a 85% operating deficit.

Mission

THE PURPOSE OF THE JACKSON HEART FOUNDATION IS TO LEAD THE FIGHT AGAINST HEART DISEASE IN OUR COMMUNITY THROUGH EDUCATION, PREVENTION, AND EARLY DETECTION.

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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 $465,867

Program Service Revenue $0

Investment Income $35,172

Other Revenue $28,212

TOTAL REVENUE $529,251

Expense Breakdown

Grants Paid $859,767

Salaries & Benefits $71,452

Fundraising Expenses $41,570

Program Expenses $902,093

Other Expenses $50,347

TOTAL EXPENSES $981,566

Year-over-Year Comparison

	2023	2022	Change
Revenue	$529,251	$432,432	+0.2%
Expenses	$981,566	$195,587	+4.0%
Net Income	$-452,315	$236,845	-2.9%

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

$55,625

Total Directors

$55,625

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR HARPER STONE	CHAIRMAN	0.00	Officer Director	$0	$0	$0
DR CLAY HAYS	VICE CHAIRMAN	0.00	Officer Director	$0	$0	$0
WALTER WEEMS	TREASURER	0.00	Officer Director	$0	$0	$0
ABBY JAMES	SECRETARY	0.00	Officer Director	$0	$0	$0
MORGAN GEARY	EXECUTIVE DIRECTOR	20.00	Officer Director	$55,625	$0	$55,625
DOUG HEDERMAN	DIRECTOR	0.00	Director	$0	$0	$0
PRYOR LAMPTON	DIRECTOR	0.00	Director	$0	$0	$0
BILL LEE	DIRECTOR	0.00	Director	$0	$0	$0
PATRICIA MCCLURE	DIRECTOR	0.00	Director	$0	$0	$0
CHARLOTTE MCNEEL	DIRECTOR	0.00	Director	$0	$0	$0
LEE THIGPEN	DIRECTOR	0.00	Director	$0	$0	$0
RAY NEILSON	DIRECTOR	0.00	Director	$0	$0	$0
DAVID PHARR	DIRECTOR	0.00	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
2025	No data	No data	No data	No data
2024	$529,251	$981,566	$558,974	$-452,315
2023	$432,432	$195,587	$1,011,339	$236,845
2022	$482,961	$190,953	$774,494	$292,008
2021	$160,383	$194,334	$488,320	$-33,951
2020	$384,180	$519,593	$516,387	$-135,413
2019	$147,542	$32,302	$651,799	$115,240

JACKSON HEART FOUNDATION