CHILDREN'S HEART FOUNDATION (EIN 364077528) - 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

1996

Legal Domicile

Principal Officer

TERRY K MORROW

Phone

8476346474

Tax Period

2024-01-01 to 2024-12-31

THE CHILDREN'S HEART FOUNDATION, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2018. The organization ran a surplus of $782K, a strong 31% operating margin.

Mission

THE MISSION OF THE CHILDREN'S HEART FOUNDATION (CHF) IS TO ADVANCE THE DIAGNOSIS, TREATMENT AND PREVENTION OF CONGENITAL HEART DEFECTS (CHDS) BY FUNDING THE MOST PROMISING 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,230,613

Program Service Revenue $0

Investment Income $75,268

Other Revenue $-695,873

TOTAL REVENUE $3,610,008

Expense Breakdown

Grants Paid $1,780,000

Salaries & Benefits $1,268,887

Fundraising Expenses $503,680

Program Expenses $2,870,219

Other Expenses $832,059

TOTAL EXPENSES $3,880,946

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,610,008	$3,378,951	+0.1%
Expenses	$3,880,946	$3,133,076	+0.2%
Net Income	$-270,938	$245,875	-2.1%

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

309

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

$267,156

Total Directors

$267,156

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABIGAIL RODDIE-HAMLIN	PRESIDENT & CEO THROUGH 9/30/2024	40.00	Officer Director	$183,569	$23,587	$207,156
JEFF FRANCO	INTERIM CEO BEGAN 10/1/2024	40.00	Officer Director	$60,000	$0	$60,000
TAMARA THOMAS	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
KEVIN SLAWIN	IMMEDIATE PAST BOARD CHAIR	10.00	Officer Director	$0	$0	$0
KATHRYN OSTEEN	CHAIR ELECT	10.00	Officer Director	$0	$0	$0
JIM BOLOTIN	TREASURER	10.00	Officer Director	$0	$0	$0
LORI JONES	SECRETARY	10.00	Officer Director	$0	$0	$0
DR NANCY GHANAYEM	MEMBER	10.00	Director	$0	$0	$0
SALLY POWERS	MEMBER	10.00	Director	$0	$0	$0
DANIELLE PRADAS	MEMBER	10.00	Director	$0	$0	$0
WILLIAM ROACH	MEMBER	10.00	Director	$0	$0	$0
MATTHEW SCHOENHOLTZ	MEMBER	10.00	Director	$0	$0	$0
TAWANNA WILLIAMS	MEMBER	10.00	Director	$0	$0	$0
KELLY WITTICH	MEMBER	10.00	Director	$0	$0	$0
JASON YOUNG	MEMBER	10.00	Director	$0	$0	$0
DR JOHN COSTELLO	MEMBER	10.00	Director	$0	$0	$0
WILLIAM LYMAN	MEMBER	10.00	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
2024	$3,610,008	$3,880,946	$3,173,238	$-270,938
2023	$3,378,951	$3,133,076	$3,197,751	$245,875
2022	$3,888,384	$3,018,754	$3,615,825	$869,630
2021	$2,829,307	$2,550,795	$2,685,601	$278,512
2020	$2,304,515	$2,388,463	$1,986,794	$-83,948
2019	$2,655,287	$2,798,403	$2,160,928	$-143,116
2018	$2,557,668	$1,776,007	$1,809,346	$781,661

CHILDREN'S HEART FOUNDATION