THE MIGHTY OAKES HEART FOUNDATION (EIN 452915073) - 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

REBECCA ORTYL

Tax Period

2023-01-01 to 2023-12-31

THE MIGHTY OAKES HEART FOUNDATION, founded in 2011, is a small nonprofit in the Diseases & Disorders sector that reported $747K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $959K exceeded revenue, resulting in a 28% operating deficit.

Mission

MIGHTY OAKES HEART FOUNDATION IS DEDICATED TO PROVIDING FINANCIAL SUPPORT TO FAMILIES COPING WITH THE TRAUMATIC REALITY OF CONGENITAL HEART DEFFECTS. TO HELP IMROVE THE TREATMENT OF CHD, THE FOUNDATION WILL IDENTIFY RESEARCH AND DEVELOPMENT GRANT RECIPIENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $941,594

Program Service Revenue $0

Investment Income $20,943

Other Revenue $-215,903

TOTAL REVENUE $746,634

Expense Breakdown

Grants Paid $578,279

Salaries & Benefits $209,591

Fundraising Expenses $0

Program Expenses $738,984

Other Expenses $171,028

TOTAL EXPENSES $958,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$746,634	$544,041	+0.4%
Expenses	$958,898	$479,701	+1.0%
Net Income	$-212,264	$64,340	-4.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGY JACOBER	PRESIDENT	2.00	Officer Director	$0	$0	$0
CAROLINE LEE	BOARD MEMBER	2.00	Director	$0	$0	$0
TRACY MOORE	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN MORIARTY	TREASURER	2.00	Officer Director	$0	$0	$0
GREG ORTYL	SECRETARY	2.00	Officer Director	$0	$0	$0
REBECCA ORTYL	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD RUBEN	BOARD MEMBER	2.00	Director	$0	$0	$0
RHEA STAGNER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
REBECCA STISSER	BOARD MEMBER	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$746,634	$958,898	$766,602	$-212,264
2022	$544,041	$479,701	$927,410	$64,340
2021	$390,322	$555,154	$962,705	$-164,832
2020	$535,493	$380,492	$1,042,780	$155,001
2019	$402,299	$298,895	$846,221	$103,404
2018	$363,765	$227,626	$739,149	$136,139

THE MIGHTY OAKES HEART FOUNDATION