THE HEIMERDINGER FOUNDATION INC (EIN 454049547) - 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

KATHARINE RAY

Tax Period

2023-01-01 to 2023-12-31

THE HEIMERDINGER FOUNDATION INC, founded in 2011, is a small nonprofit in the Health Care sector that reported $594K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $574K left a modest 3% surplus.

Mission

WE NOURISH THE BODIES, MINDS, AND HEARTS OF THOSE FACING CANCER THROUGH THE POWER OF HEALTHY MEALS AND NUTRITION EDUCATION.

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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 $619,377

Program Service Revenue $7,920

Investment Income $4,261

Other Revenue $-37,707

TOTAL REVENUE $593,851

Expense Breakdown

Grants Paid $0

Salaries & Benefits $264,827

Fundraising Expenses $137,934

Program Expenses $310,502

Other Expenses $273,426

TOTAL EXPENSES $574,307

Year-over-Year Comparison

	2023	2022	Change
Revenue	$593,851	$1,159,491	-0.5%
Expenses	$574,307	$531,344	+0.1%
Net Income	$19,544	$628,147	-1.0%

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

210

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

$71,783

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHARINE RAY	EXECUTIVE DIRECTOR	40.00	Officer	$68,408	$3,375	$71,783
JANNIS MUSCATO	DIRECTOR	1.00	Director	$0	$0	$0
JONAS DE SOUZA	DIRECTOR	1.00	Director	$0	$0	$0
SHARON PETERS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW SARTORIS	DIRECTOR	1.00	Director	$0	$0	$0
WENDI MICHELLE	DIRECTOR	1.00	Director	$0	$0	$0
KATHIE HEIMERDINGER	DIRECTOR	1.00	Director	$0	$0	$0
BLAKE BOYD	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HEIMERDINGER	DIRECTOR	1.00	Director	$0	$0	$0
DON DIFFENDORF	TREASURER	5.00	Officer Director	$0	$0	$0
KEVIN ELKINS	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES OBRIEN	SECRETARY	5.00	Officer 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
2024	No data	No data	No data	No data
2023	$593,851	$574,307	$1,404,144	$19,544
2022	$1,159,491	$531,344	$1,410,839	$628,147
2021	$500,690	$463,388	$512,701	$37,302
2020	$351,650	$330,229	$466,206	$21,421
2019	$359,220	$306,369	$389,595	$52,851
2018	$392,335	$349,438	$334,859	$42,897

THE HEIMERDINGER FOUNDATION INC