Heartford House Inc (EIN 274451686) - 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

2011

Legal Domicile

Principal Officer

Paula Reeves

Tax Period

2023-01-01 to 2023-12-31

Heartford House Inc, founded in 2011, is a small nonprofit in the Human Services sector that reported $499K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

To support children who suffer abuse or witness crime through forensic interviews,advocacy, and education.

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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 $498,407

Program Service Revenue $0

Investment Income $811

Other Revenue $0

TOTAL REVENUE $499,218

Expense Breakdown

Grants Paid $0

Salaries & Benefits $281,587

Fundraising Expenses $34,551

Program Expenses $325,072

Other Expenses $211,159

TOTAL EXPENSES $499,895

Year-over-Year Comparison

	2023	2022	Change
Revenue	$499,218	$424,576	+0.2%
Expenses	$499,895	$394,938	+0.3%
Net Income	$-677	$29,638	-1.0%

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

Total Directors

Key Employees

$72,120

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristina Lesley	Executive Director	40.00	Key Emp Highest	$72,120	$0	$72,120
Debbie Williams	Director	1.00	Director	$0	$0	$0
Robby Munoz	Director	1.00	Director	$0	$0	$0
Dan Long	Director	1.00	Director	$0	$0	$0
Kirstie Klutzke	Director	1.00	Director	$0	$0	$0
Kim Orbik	Director	1.00	Director	$0	$0	$0
Tanya Malone	Director	1.00	Director	$0	$0	$0
Jordan Jones	Secretary	1.00	Officer Director	$0	$0	$0
Karen Brummet	Vice Chair	1.00	Officer Director	$0	$0	$0
Paula Reeves	Chair	2.00	Officer Director	$0	$0	$0
Tina Angelo	Treasurer	1.00	Officer 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	No data	No data	No data	No data
2023	$499,218	$499,895	$282,171	$-677
2022	$424,576	$394,938	$284,741	$29,638
2021	$390,151	$327,467	$255,103	$62,684
2020	$264,840	$262,888	$191,169	$1,952
2019	$346,270	$265,608	$149,894	$80,662
2018	$261,838	$228,855	$60,977	$32,983

Heartford House Inc