Hearts for Families A Wisconsin Non Stock (EIN 392011513) - 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

Robert Carlson

Phone

4144050117

Tax Period

2024-01-01 to 2024-12-31

Hearts for Families A Wisconsin Non Stock, founded in 2007, is a micro nonprofit that reported $4 in total revenue in fiscal year 2024. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $9K exceeded revenue, resulting in a 233025% operating deficit.

Mission

Assistance to needy families

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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 $0

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $4

Expense Breakdown

Grants Paid $8,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,325

Other Expenses $1,025

TOTAL EXPENSES $9,325

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4	$178	-1.0%
Expenses	$9,325	$6,299	+0.5%
Net Income	$-9,321	$-6,121	+0.5%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Robert Carlson	President	Officer	$0	$0	$0
Michael Huebner Jr	Vice President	Officer	$0	$0	$0
Melissa Dicicco	Secretary	Officer	$0	$0	$0
Sheri Sweigart	Treasurer	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	$4	$9,325	No data	$-9,321
2023	$178	$6,299	$9,321	$-6,121
2022	$36	$19,170	$15,442	$-19,134
2021	$63	$21,958	$34,576	$-21,895
2020	$81	$23,697	$56,471	$-23,616
2019	$418	$60,941	$80,088	$-60,523
2018	$71,723	$170,128	$140,611	$-98,405

Hearts for Families A Wisconsin Non Stock