HEART TO HEART LEADERSHIP INC

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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

Principal Officer

JEREMY LILE

Phone

3304343278

Tax Period

2023-06-01 to 2024-05-31

HEART TO HEART LEADERSHIP INC is a small nonprofit that reported $505K in total revenue in fiscal year 2023. Expenses of $559K exceeded revenue, resulting in a 11% operating deficit.

Mission

ENRICHING LIVES BY HELPING INDIVIDUALS AND ORGANIZATIONS STRENGTHEN AND LIVE THEIR INNER VALUES.

Program Service Accomplishments

Program 1

Expenses: $171,397 Revenue: $183,225

WORKPLACE PROGRAMS - IN FY23-24 WE PROVIDED 53 CUSTOMIZED WORKPLACE PROGRAMS, COACHING, OR CONSULTING TO A COMBINED TOTAL OF OVER 2,190 PEOPLE FULFILLING OUR MISSION OF ENRICHING LIVES BY HELPING...

WORKPLACE PROGRAMS - IN FY23-24 WE PROVIDED 53 CUSTOMIZED WORKPLACE PROGRAMS, COACHING, OR CONSULTING TO A COMBINED TOTAL OF OVER 2,190 PEOPLE FULFILLING OUR MISSION OF ENRICHING LIVES BY HELPING INDIVIDUALS AND ORGANIZATIONS STRENGTHEN AND LIVE THEIR INNER VALUES. APPROXIMATELY 820 HOURS OF PROGRAMING TIME WERE GIVEN TO WORK ENVIRONMENTS FROM EDUCATION, GOVERNMENT, HEALTHCARE, LAW, INDUSTRY AND NONPROFIT SERVICES TO NAME A FEW. 3,500 IN PRO-BONO SERVICES AND 5,200 IN TUITION ASSISTANCE WERE GIVEN TO INDIVIDUALS AND LOCAL ORGANIZATIONS SO THEY MIGHT PARTICIPATE IN OUR PROGRAMS.

Program 2

Expenses: $137,807 Revenue: $112,400

LEADERSHIP CONNECTION SERIES - WE HELD 50 LEADERSHIP CONNECTION SESSIONS FOR 58 PEOPLE FOR A TOTAL OF 870 HOURS OF DEVELOPMENT OF PERSONAL AND LEADERSHIP GROWTH. THIS INCLUDED 2 EXPEDITIONS OF OUR...

LEADERSHIP CONNECTION SERIES - WE HELD 50 LEADERSHIP CONNECTION SESSIONS FOR 58 PEOPLE FOR A TOTAL OF 870 HOURS OF DEVELOPMENT OF PERSONAL AND LEADERSHIP GROWTH. THIS INCLUDED 2 EXPEDITIONS OF OUR PURPOSEFUL LEADERSHIP PROGRAM FOR THE CONTINUED DEVELOPMENT OF EXPERIENCED LEADERS. 9,000 IN TUITION ASSISTANCE WAS GIVEN TO PARTICIPANTS IN LEADERSHIP CONNECTION SERIES.

Program 3

Expenses: $12,701 Revenue: $16,452

COMMUNITY PROGRAMS - WE PROVIDED 2 UNLOCKING WORKPLACE WELL-BEING SESSIONS WHICH WERE ATTENDED BY A COMBINED 30 PEOPLE. OUR BOARD MEMBERS AND OTHER VOLUNTEERS DONATED OVER 200 HOURS THROUGHOUT THIS YEAR HELPING OUR ORGANIZATION ACCOMPLISH OUR MISSION AND SHARE OUR MESSAGE WITH THE COMMUNITY.

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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 $139,796

Program Service Revenue $312,077

Investment Income $10,472

Other Revenue $43,143

TOTAL REVENUE $505,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $279,109

Fundraising Expenses $17,839

Program Expenses $321,905

Other Expenses $279,507

TOTAL EXPENSES $558,616

Year-over-Year Comparison

	2023	2022	Change
Revenue	$505,488	$487,954	+0.0%
Expenses	$558,616	$477,363	+0.2%
Net Income	$-53,128	$10,591	-6.0%

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

$155,314

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY LILE	EXECUTIVE DI	40.00	Officer	$155,314	$0	$155,314
CHRISTINE WILLIAMS	SENIOR DIREC	35.00	Officer	$0	$0	$0
BARB WHIDDON	CHAIR	5.00	Director	$0	$0	$0
ELIZABETH BLYSTONE	VICE CHAIR	5.00	Director	$0	$0	$0
MIKE PARNELL	TREASURER	5.00	Director	$0	$0	$0
JAKE FREGO	SECRETARY	5.00	Director	$0	$0	$0
LUCAS BLOWER	BOARD MEMBER	5.00	Director	$0	$0	$0
KAREN CHEUNG	BOARD MEMBER	5.00	Director	$0	$0	$0
SUSAN FIGLER	BOARD MEMBER	5.00	Director	$0	$0	$0
JAMES HILL	BOARD MEMBER	5.00	Director	$0	$0	$0
GARRYD KOYNOCK	BOARD MEMBER	5.00	Director	$0	$0	$0
PARIS LAMPKINS	BOARD MEMBER	5.00	Director	$0	$0	$0
LORETTA MCKINLEY	BOARD MEMBER	5.00	Director	$0	$0	$0
TIFFANY ROPER	BOARD MEMBER	5.00	Director	$0	$0	$0
DR FEDEARIA NICHOLSON-SWEVAL	BOARD MEMBER	5.00	Director	$0	$0	$0
ANN WEINBERGER	BOARD MEMBER	5.00	Director	$0	$0	$0
SONYA WILLIAMS	BOARD MEMBER	5.00	Director	$0	$0	$0
LAWRENCE VUILLEMIN	CO-FOUNDER	8.00	Officer	$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	$28,219	$9,431	No data	$18,788
2024	$505,488	$558,616	$443,338	$-53,128
2023	$487,954	$477,363	$463,245	$10,591
2022	$495,146	$411,295	$456,968	$83,851
2021	$411,261	$344,207	$384,285	$67,054
2020	$367,656	$340,417	$317,556	$27,239
2019	$286,080	$275,688	$269,404	$10,392
2018	$241,612	$228,357	$262,035	$13,255