WARM HEART WARM HOME FOUNDATION INC (EIN 352202401) - 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

2003

Legal Domicile

Principal Officer

GREG SAWYERS

Phone

3179243311

Tax Period

2023-01-01 to 2023-12-31

WARM HEART WARM HOME FOUNDATION INC, founded in 2003, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2023. Expenses of $1.3M exceeded revenue, resulting in a 32% operating deficit.

Mission

THIS ENTITY IS A SUPPORTING ORGANIZATION, AS DESCRIBED IN CODE SECTION 509(A)(3). ITS PURPOSE IS TO PRIMARILY ASSIST NEEDY INDIVIDUALS AND FAMILIES IN PAYING THEIR HOME HEATING BILLS, WATER BILLS, AND IN REPLACING DEFECTIVE FURNACES AND WATER HEATERS.

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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 $1,013,790

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,013,790

Expense Breakdown

Grants Paid $1,340,633

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,340,633

Other Expenses $0

TOTAL EXPENSES $1,340,633

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,013,790	$1,023,056	0.0%
Expenses	$1,340,633	$1,132,480	+0.2%
Net Income	$-326,843	$-109,424	+2.0%

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

N/A

Employees

N/A

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

$992,314

Total Directors

$1,696,830

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JEFF FORD	DIRECTOR & TREASURER	Officer Director	$0	$2,902	$222,835
DEBI BARDHAN-AKALA	DIRECTOR	Director	$0	$2,904	$218,513
JENNIFER STANSBERRY	DIRECTOR AND SECRETARY	Officer Director	$0	$709	$101,787
JODI WHITNEY	DIRECTOR AND VICE PRESIDENT	Officer Director	$0	$5,135	$480,381
MELISSA LAWSON	DIRECTOR	Director	$0	$2,387	$197,910
MIKE ALLEN	DIRECTOR	Director	$0	$3,919	$288,093
SHANNON STAHLEY	DIRECTOR AND PRESIDENT	Officer Director	$0	$1,532	$187,311

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	$1,013,790	$1,340,633	$394,456	$-326,843
2022	$1,023,056	$1,132,480	$688,259	$-109,424
2021	$911,359	$747,343	$805,345	$164,016
2020	$1,285,708	$896,354	$615,394	$389,354

WARM HEART WARM HOME FOUNDATION INC