OPEN HEARTS FOUNDATION

EIN: 271215063 501(c)(3) Youth Development

WESTLAKE VILLAGE, CA

Total Revenue
$545,068
Total Expenses
$456,087
Total Assets
$560,972
Net Assets
$560,972
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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CA
Principal Officer
TIM MALLAD
Phone
8058521367
Tax Period
2023-01-01 to 2023-12-31

OPEN HEARTS FOUNDATION, founded in 2010, is a small nonprofit in the Youth Development sector that reported $545K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 16% operating margin.

Mission

THE MISSION OF THE OPEN HEARTS FOUNDATION EMPOWERS EMERGING AND GROWING NONPROFIT ORGANIZATIONS WHOSE ORIGINS AND MISSION ARE CONSISTENT WITH THE PRECEPTS OF THE OPEN HEARTS PHILOSOPHY. THE FOUNDATION ACCELERATES PURPOSE THROUGH ITS GRANT MAKING AND VOLUNTEERISM PROGRAMS CURATING INCREDIBLE OPPORTUNITIES TO ENGAGE HANDS ON WITH PHILANTHROPIC CAUSES.

Program Service Accomplishments

Program 1
Expenses: $301,355

THE OPEN HEARTS FOUNDATION MADE INVESTMENTS THROUGH ITS GRANTMAKING PROGRAM IN ALIGNMENT WITH ITS OPEN HEARTS PHILOSOPHY, WHICH IS INSPIRED BY JANE SEYMOUR'S MOTHER, MIEKE FRANKENBERG. THIS...

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THE OPEN HEARTS FOUNDATION MADE INVESTMENTS THROUGH ITS GRANTMAKING PROGRAM IN ALIGNMENT WITH ITS OPEN HEARTS PHILOSOPHY, WHICH IS INSPIRED BY JANE SEYMOUR'S MOTHER, MIEKE FRANKENBERG. THIS PHILOSOPHY DRIVES THE FOUNDATION'S MISSION FORWARD AND ITS GRANT CYCLE FUNDED $250,000 TO CHARITIES ACROSS THE UNITED STATES. THE FOUNDATION HAS FOCUSED THESE GRANT INVESTMENTS PRIMARILY TO SUPPORT SMALL, EMERGING CHARITIES WITH BUDGETS OF LESS THAN A MILLION DOLLARS. THROUGH THE FOUNDATION'S EXTENSIVE INTERNAL VETTING PROCESS, 19 CHARITIES RECEIVED GRANTS TO SUPPORT THEIR LIFESAVING PROGRAMS AND SERVICES IN ARIZONA, CALIFORNIA, FLORIDA, GEORGIA, NEBRASKA, NEW HAMPSHIRE, OKLAHOMA, PENNSYLVANIA, TEXAS, AND VIRGINIA. THESE CHARITIES SERVE HIGH RISK COMMUNITIES IN NEED OF FOOD, CLOTHING, HYGIENE KITS, MEDICAL SERVICES, MENTAL HEALTH RESOURCES, AND WORKPLACE READINESS PROGRAMS SO THAT CHILDREN AND FAMILIES CAN CONTINUE TO THRIVE. AS PART OF THE GRANTMAKING PROGRAM, THE FOUNDATION SHARES THE MISSION OF EACH FUNDED CHARITY WITH ITS GLOBAL FAMILY OF DONORS AND VOLUNTEERS. ADDITIONALLY, ABOUT HALF OF THE CHARITIES LEVERAGE THE FOUNDATION'S GRANT AS A MATCHING GRANT AND RAISE DOUBLE OR TRIPLE THE FOUNDATION'S GRANT. SOLIDARITY SANDY SPRINGS, FOR EXAMPLE, RECEIVED A $12,000 MATCHING GRANT WHICH INSPIRED THEIR COMMUNITY OF DONORS TO RAISE A TOTAL OF $88,257 FOR THEIR HUNGER RELIEF PROGRAMS IN GEORGIA.

Program 2
Expenses: $39,521

VOLUNTEERISM IS A CRITCAL CORE INTIATIVE OF THE OPEN HEARTS FOUNDATION BECAUSE WE BELIEVE WE ALL CAN DO SOMETHING TO HELP OTHERS. INSPIRING VOLUNTEERISM AND HOSTING VOLUNTEER EXPERIENCES ARE CORE...

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VOLUNTEERISM IS A CRITCAL CORE INTIATIVE OF THE OPEN HEARTS FOUNDATION BECAUSE WE BELIEVE WE ALL CAN DO SOMETHING TO HELP OTHERS. INSPIRING VOLUNTEERISM AND HOSTING VOLUNTEER EXPERIENCES ARE CORE STRATEGIES TO THIS PROGRAM. SINCE THE PROGRAM LAUNCHED IN 2018, THE FOUNDATION HAS HOSTED MANY VIRTUAL AND IN-PERSON VOLUNTEER EXPERIENCES THAT HAS ENGAGED A GLOBAL COMMUNITY OF VOLUNTEERS. IN 2023, THE FOUNDATION LAUNCHED ITS VOLUNTEER BLOG WITH THE GOALS TO INSPIRE VOLUNTEERISM THROUGH INTERVIEWS, PROVIDE RESOURCES TO HELP A PERSON BEGIN OR STRENGTHEN THEIR VOLUNTEER GOALS AND TO EMPOWER OUR CHARITY PARTNERS WITH OUR VOLUNTEER FAMILY TO HELP THEM REACH THEIR GOALS. THE VOLUNTEER BLOG WAS LAUNCHED IN APRIL DURING NATIONAL VOLUNTEER WEEK IN APRIL AND WE MADE A CALL TO ACTION TO OUR VOLUNTEERS ACROSS THE WORLD TO SEE WHAT THEY CAN DO TO HELP CLEAN UP THEIR LOCAL NEIGHBORHOODS. LOCALLY, THE FOUNDATION JOINED BALLONA CREEK RENAISSANCE DURING THEIR EARTH DAY CLEAN UP OF THE BALLONA CREEK. IN NOVEMBER ON FAMILY VOLUNTEER DAY, THE FOUNDATION HOSTED A PILOT INITIATIVE WHERE WE COORDINATED VOLUNTEERS TO SUPPORT LOCAL FOOD BANKS AND WE PARTNERED WITH TWO OF OUR CHARITY PARTNERS IN SUPPORT OF THEIR LOCAL FOOD PANTRY. THE FOUNDATION HOSTED OVER A DOZEN VOLUNTEERS LOCALLY AT MANNA CONEJO VALLEY IN CONEJO VALLEY, CALIFORNIA AND A FEW DONORS SUPPORTING SOLIDARITY SANDY SPRINGS IN GEORGIA. ADDITIONALLY, VOLUNTEERS ACROSS THE WORLD SHARED HOW THEY SUPPORT FOOD HUNGER IN THEIR COMMUNITIES VIA SOCIAL MEDIA.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $760,476
Program Service Revenue $0
Investment Income $2,928
Other Revenue $-218,336
TOTAL REVENUE $545,068

Expense Breakdown

Grants Paid $250,000
Salaries & Benefits $148,060
Fundraising Expenses $51,530
Program Expenses $340,876
Other Expenses $58,027
TOTAL EXPENSES $456,087

Year-over-Year Comparison

2023 2022 Change
Revenue $545,068 $424,897 +0.3%
Expenses $456,087 $383,562 +0.2%
Net Income $88,981 $41,335 +1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
7
Employees
2
Volunteers
69

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
4
$113,416
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TIM MALLAD CHAIR 2.00
Officer Director
$0 $0 $0
MICHAEL DESTEFANO TREASURER 1.00
Officer Director
$0 $0 $0
JULIE GALLO VANDER WALL SECRETARY 1.00
Officer Director
$0 $0 $0
JANE SEYMOUR CO-FOUNDER / BOARD MEMBER 1.00
Director
$0 $0 $0
RICH GOLD BOARD MEMBER 1.00
Director
$0 $0 $0
JANE INCH BOARD MEMBER 1.00
Director
$0 $0 $0
MARK EBLING BOARD MEMBER 1.00
Director
$0 $0 $0
TRENA PITCHFORD EXECUTIVE DIRECTOR 40.00
Officer
$113,416 $0 $113,416
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 No data No data No data No data
2023 $545,068 $456,087 $560,972 $88,981
2022 $424,897 $383,562 $471,991 $41,335
2021 $373,217 $324,004 $430,656 $49,213
2020 $530,248 $543,321 $381,443 $-13,073
2019 $458,493 $394,625 $413,679 $63,868
2018 $533,803 $369,672 $365,028 $164,131
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