HEART INITIATIVE INC (EIN 271263151) - 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

BETH COTTER-DAVISON

Phone

9192871824

Tax Period

2025-01-01 to 2025-12-31

HEART INITIATIVE INC, founded in 2009, is a micro nonprofit in the Diseases & Disorders sector that reported $22K in total revenue in fiscal year 2025. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $117K exceeded revenue, resulting in a 423% operating deficit.

Mission

NONPROFIT ADVANCING CARDIOVASCULAR DISEASE AWARENESS, DIAGNOSIS, AND TREATMENT ADOPTION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $22,362

Other Revenue $0

TOTAL REVENUE $22,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,707

Other Expenses $116,858

TOTAL EXPENSES $116,858

Year-over-Year Comparison

	2025	2024	Change
Revenue	$22,362	$90,711	-0.8%
Expenses	$116,858	$888,106	-0.9%
Net Income	$-94,496	$-797,395	-0.9%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAD COTTER	DIRECTOR	15.00	Officer Director	$0	$0	$0
BETH COTTER-DAVISON	DIRECTOR	15.00	Officer Director	$0	$0	$0
ROBERT MOLINA	DIRECTOR	2.00	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	$22,362	$116,858	$1,054,297	$-94,496
2024	$90,711	$888,106	$1,141,622	$-797,395
2023	$1,147,740	$2,466,588	$1,950,272	$-1,318,848
2022	$3,129,053	$2,464,025	$2,497,807	$665,028
2021	$674,150	$1,319,290	$2,024,422	$-645,140
2020	$3,696,331	$1,417,140	$2,492,865	$2,279,191
2020	$3,696,331	$1,417,140	$2,492,865	$2,279,191
2019	$1,309,870	$1,446,366	$213,675	$-136,496
2019	$1,309,870	$1,446,366	$213,675	$-136,496
2018	$1,676,903	$1,411,384	$424,860	$265,519
2018	$1,676,903	$1,411,384	$424,860	$265,519

HEART INITIATIVE INC