AUGUSTHEART (EIN 452351369) - 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

2011

Legal Domicile

Principal Officer

DORE KOONTZ

Phone

2102672771

Tax Period

2024-07-01 to 2025-06-30

AUGUSTHEART, founded in 2011, is a small nonprofit in the Diseases & Disorders sector that reported $733K in total revenue in fiscal year 2024. Revenue fell 54% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $222K, a strong 30% operating margin.

Mission

PREVENT SUDDEN CARDIAC DEATH IN H.S. STUDENTS IN SAN ANTONIO AREA BY PROVIDING HEART SCREENINGS.

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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 $641,252

Program Service Revenue $0

Investment Income $59,632

Other Revenue $31,714

TOTAL REVENUE $732,598

Expense Breakdown

Grants Paid $0

Salaries & Benefits $186,970

Fundraising Expenses $38,700

Program Expenses $418,719

Other Expenses $323,369

TOTAL EXPENSES $510,339

Year-over-Year Comparison

	2024	2023	Change
Revenue	$732,598	$1,602,947	-0.5%
Expenses	$510,339	$394,117	+0.3%
Net Income	$222,259	$1,208,830	-0.8%

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

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

$91,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DORE KOONTZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
WENDY KOWALIK	SECRETARY & TREASURER	1.00	Officer Director	$0	$0	$0
DR OLAWALE OLABIYI	BOARD MEMBER	1.00	Director	$0	$0	$0
DR DAVID M BUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA LAUREL FORD	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURIE GRIFFITH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY HAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSS H STUDER	BOARD MEMBER	1.00	Director	$0	$0	$0
HERBERT LOUIS STUMBERG JR	BOARD MEMBER	1.00	Director	$0	$0	$0
KENDAL VOLZ	BOARD MEMBER	1.00	Director	$0	$0	$0
WILL PAULUS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES SHAW	BOARD MEMBER	1.00	Director	$0	$0	$0
BUDDY PARSONS	BOARD MEMBER	1.00	Director	$0	$0	$0
DANE JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE ANN T JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHERINE A KLUMPP	EXECUTIVE DIRECTOR	40.00	Officer	$91,800	$0	$91,800

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	$732,598	$510,339	$2,287,872	$222,259
2024	$1,602,947	$394,117	$1,999,189	$1,208,830
2023	$532,435	$408,867	$647,029	$123,568
2022	$419,265	$319,705	$473,438	$99,560
2021	$235,617	$210,613	$395,772	$25,004
2020	$311,021	$223,008	$370,238	$88,013
2019	$313,264	$277,814	$288,559	$35,450

AUGUSTHEART