THE HEART INSTITUTE OF DAYTON

EIN: 300502367 501(c)(3)

DAYTON, OH

Total Revenue
N/A
Total Expenses
$228,558
Total Assets
N/A
Net Assets
N/A
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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
2008
Legal Domicile
OH
Principal Officer
ELOISE BRONER
Phone
9372798660
Tax Period
2019-01-01 to 2019-12-31

Mission

IMPROVE THE QUALITY OF CARDIOVASCULAR HEALTH THROUGH PROFESSIONAL AND PUBLIC EDUCATION AND RESEARCH

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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 (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $96,302
Fundraising Expenses $11,429
Program Expenses $194,433
Other Expenses $132,256
TOTAL EXPENSES $228,558

Year-over-Year Comparison

2019 2018 Change
Revenue N/A $5,000 -1.0%
Expenses $228,558 $545,755 -0.6%
Net Income N/A $-540,755 N/A
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

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Governance

Voting Members
9
Independent Members
1
Employees
1
Volunteers
1

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
$1,651,720
Total Directors
9
$4,344,211
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELOISE P BRONER BOARD CHAIR 0.50
Officer Director
$0 $30,024 $908,151
GEORGE T BRODERICK JR MD TRUSTEE 0.50
Director
$0 $22,519 $744,934
RAJAN KRISHNAMANI MD TRUSTEE 0.50
Director
$0 $40,679 $719,004
JOEL H TOBIANSKY MD TRUSTEE 0.50
Director
$0 $42,734 $671,216
MARY E GARMAN TRUSTEE 0.50
Director
$0 $35,232 $448,628
TIMOTHY D SNIDER BOARD TREASURER 0.50
Officer Director
$0 $51,164 $407,155
ROBIN B RUTLEDGE TRUSTEE 0.50
Director
$0 $34,149 $354,006
JENNA M DOWNEY ESQ BOARD SECRETARY 0.50
Officer
$0 $21,938 $245,297
C DAVID JOFFE MD PRESIDENT (THROUGH MARCH) 0.50
Officer Director
$0 $0 $91,117
CAROL BAUER SC TRUSTEE 0.50
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
2019 No data $228,558 No data No data
2018 $5,000 $545,755 No data $-540,755
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