AWAKENED HEART PROJECT (EIN 412226604) - 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

JEFFREY ROTH

Phone

2154350179

Tax Period

2025-01-01 to 2025-12-31

AWAKENED HEART PROJECT, founded in 2007, is a micro nonprofit in the Religion sector that reported $72K in total revenue in fiscal year 2025. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $83K exceeded revenue, resulting in a 16% operating deficit.

Mission

THE MISSION OF THE AWAKENED HEART PROJECT IS TO PROMOTE THE USE OF JEWISH CONTEMPLATIVE TECHNIQUES THAT FOSTER THE DEVELOPMENT OF A HEART OF WISDOM AND COMPASSION. THE ORGANIZATION CREATES OPPORTUNITIES FOR EXPERIENCING THESE PRACTICES IN BOTH BEGINNING AND INTENSIVE SETTINGS. THE ORGANIZATION RUNS RETREATS, WORKSHOPS, CLASSES, RELIGIOUS SERVICES AND CONFERENCES TO THIS END. THE ORGANIZATION MAINTAINS A WEB SITE WITH RESOURCES TO PROMOTE PRACTICE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $63,117

Program Service Revenue $5,553

Investment Income $0

Other Revenue $3,286

TOTAL REVENUE $71,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,262

Other Expenses $83,436

TOTAL EXPENSES $83,436

Year-over-Year Comparison

	2025	2024	Change
Revenue	$71,956	$284,511	-0.7%
Expenses	$83,436	$293,178	-0.7%
Net Income	$-11,480	$-8,667	+0.3%

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
BRIAN ARNELL ROTATED OFF 1125	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
JEFFREY ROTH	PRESIDENT	10.00	Officer Director	$0	$0	$0
JOANNA KATZ	DIRECTOR	0.20	Director	$0	$0	$0
SHEILA WEINBERG	DIRECTOR	0.20	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
2025	$71,956	$83,436	$36,717	$-11,480
2024	$284,511	$293,178	$30,810	$-8,667
2023	$301,761	$311,617	$34,396	$-9,856
2022	$217,618	$218,743	$38,497	$-1,125
2019	$300,782	$281,807	$25,605	$18,975
2018	$267,337	$275,647	$6,425	$-8,310

AWAKENED HEART PROJECT