HEART OF THE DELTA FOUNDATION (EIN 311739673) - 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

2000

Phone

6622474838

Tax Period

2023-01-01 to 2023-12-31

HEART OF THE DELTA FOUNDATION, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $711K in total revenue in fiscal year 2023. The organization ran a surplus of $264K, a strong 37% operating margin.

Mission

HEART OF THE DELTA SUPPORTS ECONOMIC/COMMUNITY DEVELOPMENT OPPORTUNITIES IN THE MISSISSIPPI DELTA. HEART OF THE DELTA FOUNDATION ALSO SUPPORTS THE MISSISSIPPI DELTA THROUGH TOUGH TIMES WITH DISASTER RECOVERY AND DISASTER RELIEF EFFORTS SUCH AS, BUT NOT LIMITED TO, FUNDRAISING.

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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 $710,497

Program Service Revenue $0

Investment Income $112

Other Revenue $0

TOTAL REVENUE $710,609

Expense Breakdown

Grants Paid $440,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $445,079

Other Expenses $6,525

TOTAL EXPENSES $446,900

Year-over-Year Comparison

	2023	2022	Change
Revenue	$710,609	N/A	N/A
Expenses	$446,900	N/A	N/A
Net Income	$263,709	N/A	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

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
MARK BELLIPANNI	Treasurer	1.00	Officer Director	$0	$0	$0
HUE TOWNSEND	Director	1.00	Director	$0	$0	$0
EMILY TILLMAN DONOVAN	President	1.00	Officer Director	$0	$0	$0
CLIFTON WILLIAMS	Vice President	1.00	Officer Director	$0	$0	$0
MEAGAN GRISHAM	Secretary	1.00	Officer Director	$0	$0	$0
STEPHEN BROWN	Director	1.00	Director	$0	$0	$0
LIZ BARRETT	Director	1.00	Director	$0	$0	$0
STEVEN DONOVAN	Director	1.00	Director	$0	$0	$0
KEVIN JAMES	Director	1.00	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
2023	$710,609	$446,900	$355,605	$263,709

HEART OF THE DELTA FOUNDATION