Heart of Ida (EIN 271105150) - 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

Amy Opheim

Phone

5625703548

Tax Period

2024-01-01 to 2024-12-31

Heart of Ida, founded in 2009, is a small nonprofit in the Human Services sector that reported $487K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $445K left a modest 9% surplus.

Mission

The Heart of Ida supports Long Beach seniors in need with programs and services that sustain independence and connection within their community.

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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 $486,530

Program Service Revenue $0

Investment Income $290

Other Revenue $0

TOTAL REVENUE $486,820

Expense Breakdown

Grants Paid $125,220

Salaries & Benefits $213,672

Fundraising Expenses $19,232

Program Expenses $390,649

Other Expenses $105,692

TOTAL EXPENSES $444,584

Year-over-Year Comparison

	2024	2023	Change
Revenue	$486,820	$393,056	+0.2%
Expenses	$444,584	$253,220	+0.8%
Net Income	$42,236	$139,836	-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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Opheim	President	2.00	Officer Director	$0	$0	$0
Eric Berg	Vice Chair	1.00	Officer Director	$0	$0	$0
Ann-Marie Gabel CPA	Treasurer	2.00	Officer Director	$0	$0	$0
Garrett Brief	Secretary	1.00	Officer Director	$0	$0	$0
Patricia Estrada	Director	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	$486,820	$444,584	$297,159	$42,236
2023	$393,056	$253,220	$255,107	$139,836

Heart of Ida