HARTS HEALTH CLINIC INC (EIN 310961926) - 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

1979

Legal Domicile

Principal Officer

MARY-BETH BRUBECK

Phone

3045253334

Tax Period

2024-06-01 to 2025-05-31

HARTS HEALTH CLINIC INC, founded in 1979, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.7M exceeded revenue, resulting in a 30% operating deficit.

Mission

NON-PROFIT ORGANIZATION WHOSE PRIMARY PURPOSE IS TO PROVIDE MEDICAL SERVICES TO AN UNDERSERVED POPULATION IN RURAL WEST VIRGINIA.

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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 $0

Program Service Revenue $1,336,607

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,336,607

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,403,209

Fundraising Expenses $0

Program Expenses $1,598,274

Other Expenses $327,946

TOTAL EXPENSES $1,731,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,336,607	$1,079,028	+0.2%
Expenses	$1,731,155	$1,437,952	+0.2%
Net Income	$-394,548	$-358,924	+0.1%

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

$4,172,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULETTE MABRY	CHAIR	0.50	Officer Director	$0	$0	$0
GREG AGEE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
BEN HOWARD	TREASURER	0.50	Officer Director	$0	$0	$0
JARED COLKER	SECRETARY	0.50	Officer Director	$0	$0	$0
SHERRY PERRY	DIRECTOR	0.50	Director	$0	$0	$0
BILL BRYANT	DIRECTOR	0.50	Director	$0	$0	$0
DEBBIE ZUBERBUEHLER	DIRECTOR	0.50	Director	$0	$0	$0
SUZI BRODOF	DIRECTOR	0.50	Director	$0	$0	$0
SHERRONE HORNBUCKLE-MYERS	DIRECTOR	0.50	Director	$0	$0	$0
KALYN OBIOZOR DOREY	DIRECTOR	0.50	Director	$0	$0	$0
MISTY VANHOOSE-GOLDEN	DIRECTOR	0.50	Director	$0	$0	$0
JILL HUTCHINSON	CHAIR (UNTIL 12/31/24)	0.50	Officer Director	$0	$0	$0
CHRISTINA WALTERS	DIRECTOR (UNTIL 02/27/25)	0.50	Director	$0	$0	$0
STEVEN SHATTLS	CEO ( UNTIL 9/27/24)	1.00	Officer	$0	$12,002	$2,937,499
MATHEW WEIMER	CEO (START 9/27/24)	1.00	Officer	$0	$16,016	$642,457
MARY-BETH BRUBECK	EXECUTIVE VICE PRESIDENT/CFO	1.00	Officer	$0	$16,016	$592,943
CHARLES BECKETT	DENTIST	40.00	Highest	$103,350	$1,378	$104,728
SARAH SCHINDLER	NURSE PRACTITIONER	40.00	Highest	$216,220	$16,252	$232,472

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	$1,336,607	$1,731,155	$503,985	$-394,548
2024	$1,079,028	$1,437,952	$427,215	$-358,924
2023	$1,035,006	$1,207,393	$276,778	$-172,387
2022	$1,002,583	$1,106,193	$227,371	$-103,610
2021	$1,170,116	$948,445	$253,521	$221,671
2020	$1,152,436	$1,006,784	$168,530	$145,652
2019	$1,121,834	$1,291,166	$224,934	$-169,332
2018	$1,098,291	$1,049,112	$213,115	$49,179

HARTS HEALTH CLINIC INC