HEART TO HEART HOSPICE FOUNDATION (EIN 371541320) - 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

2007

Legal Domicile

Principal Officer

KELLY MITCHELL

Phone

9725176300

Tax Period

2024-01-01 to 2024-12-31

HEART TO HEART HOSPICE FOUNDATION, founded in 2007, is a small nonprofit in the Health Care sector that reported $365K in total revenue in fiscal year 2024. Expenses of $454K exceeded revenue, resulting in a 25% operating deficit.

Mission

ASSISTANCE WITH HOSPICE EXPENSES FOR TERMINAL PATIENTS.

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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 $360,850

Program Service Revenue $0

Investment Income $4,080

Other Revenue $0

TOTAL REVENUE $364,930

Expense Breakdown

Grants Paid $444,906

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $444,906

Other Expenses $9,510

TOTAL EXPENSES $454,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$364,930	$347,401	+0.1%
Expenses	$454,416	$328,184	+0.4%
Net Income	$-89,486	$19,217	-5.7%

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

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
KELLY MITCHELL	CEO/PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN YEZO	COO	0.25	Officer	$0	$0	$0
BILL FITZGERALD	GENERAL COUNSEL	0.25	Officer	$0	$0	$0
CHARLOTTE PATTERSON	CHIEF COMPLIANCE OFFICER	0.25	Officer	$0	$0	$0
SEELEY AVERY	VP MARKETING	0.25	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	$364,930	$454,416	$1,089,140	$-89,486
2023	$347,401	$328,184	$1,178,626	$19,217
2022	$825,554	$262,672	$1,159,409	$562,882
2021	$309,476	$169,205	$596,527	$140,271
2020	$334,827	$237,431	$456,906	$97,396
2019	$214,520	$141,575	$358,860	$72,945
2018	$347,403	$249,475	$287,582	$97,928

HEART TO HEART HOSPICE FOUNDATION