WISEHEART FOUNDATION INC (EIN 455085493) - 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

2012

Legal Domicile

Principal Officer

RICHARD VINING

Phone

9014103633

Tax Period

2024-07-01 to 2025-06-30

WISEHEART FOUNDATION INC, founded in 2012, is a small nonprofit in the Religion sector that reported $349K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $79K, a strong 23% operating margin.

Mission

WISEHEART IS A CHARITABLE FOUNDATION SERVING CHRISTIAN PHILANTHROPISTS BY CREATING SUSTAINABLE, GOD-HONORING GIVING OPTIONS AND SERVING MINISTRIES AND ORGANIZATIONS WITH STRATEGY RESOURCES AND CAPITAL TO IMPACT THE KINGDOM OF GOD AND OTHER MISSIONS.

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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 $224,614

Program Service Revenue $111,115

Investment Income $13,355

Other Revenue $0

TOTAL REVENUE $349,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $236,061

Fundraising Expenses $5,105

Program Expenses $242,409

Other Expenses $33,732

TOTAL EXPENSES $269,793

Year-over-Year Comparison

	2024	2023	Change
Revenue	$349,084	$272,446	+0.3%
Expenses	$269,793	$285,813	-0.1%
Net Income	$79,291	$-13,367	-6.9%

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

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

$154,818

Total Directors

$154,818

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD VINING	PRESIDENT AND BOARD DIRECT	1.00	Officer Director	$0	$0	$0
LEN E HARDISON	DIRECTOR	40.00	Officer Director	$150,000	$4,818	$154,818
TOM EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN HAWKINS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS WINCHELL	DIRECTOR	1.00	Director	$0	$0	$0
KATIE SHEPPARD	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE SAVELL	DIRECTOR	1.00	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	$349,084	$269,793	$281,657	$79,291
2024	$272,446	$285,813	$196,482	$-13,367
2023	$306,880	$10,851,290	$200,884	$-10,544,410
2022	$6,206,349	$4,350,606	$10,743,867	$1,855,743
2021	$5,329,068	$2,948,901	$11,765,028	$2,380,167
2020	$3,311,794	$2,727,623	$7,952,831	$584,171
2019	$6,860,255	$5,669,173	$7,093,561	$1,191,082
2018	$3,515,066	$2,423,102	$5,350,047	$1,091,964

WISEHEART FOUNDATION INC