HEAD STRONG PROJECT INC (EIN 455261907) - 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

DANIEL KAEPERNIK

Phone

8609654088

Tax Period

2025-01-01 to 2025-12-31

HEAD STRONG PROJECT INC, founded in 2012, is a mid-sized nonprofit in the Mental Health sector that reported $13.6M in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

PROVIDES MENTAL HEALTH SERVICES TO VETERANS, TRANSITIONING SERVICE MEMBERS, AND FAMILIES CONNECTED TO THE CARE.

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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 $12,497,047

Program Service Revenue $991,380

Investment Income $235,801

Other Revenue $-87,402

TOTAL REVENUE $13,636,826

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,529,083

Fundraising Expenses $1,259,301

Program Expenses $11,933,211

Other Expenses $9,434,864

TOTAL EXPENSES $13,963,947

Year-over-Year Comparison

	2025	2024	Change
Revenue	$13,636,826	$11,238,941	+0.2%
Expenses	$13,963,947	$12,440,082	+0.1%
Net Income	$-327,121	$-1,201,141	-0.7%

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

$536,774

Total Directors

Key Employees

$501,870

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CASEY	CHAIRMAN	5.00	Officer Director	$0	$0	$0
DAVID PETRUCCO	VICE CHAIR	5.00	Officer Director	$0	$0	$0
MEGAN ORTIZ	SECRETARY & TREASURER	5.00	Officer Director	$0	$0	$0
TIMOTHY BRADLEY	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM KYLE CARPENTER	DIRECTOR (EXIT 6/25)	5.00	Director	$0	$0	$0
KEVIN ELDER	DIRECTOR	5.00	Director	$0	$0	$0
JAY EPSTEIN	DIRECTOR	5.00	Director	$0	$0	$0
GREG FISHMAN	DIRECTOR	5.00	Director	$0	$0	$0
UMAR LATIF	DIRECTOR (EXIT 7/25)	5.00	Director	$0	$0	$0
W JAMESON MCFADDEN	DIRECTOR	5.00	Director	$0	$0	$0
DARLAN MONTERISI	DIRECTOR	5.00	Director	$0	$0	$0
KENNY POLCARI	DIRECTOR (ENTER 7/25)	5.00	Director	$0	$0	$0
ALBERT RABIL III	DIRECTOR	5.00	Director	$0	$0	$0
KENNETH RICHTER	DIRECTOR (ENTER 9/25)	5.00	Director	$0	$0	$0
TIMOTHY RYAN SPARKS	DIRECTOR	5.00	Director	$0	$0	$0
PETER WESTMEYER	DIRECTOR	5.00	Director	$0	$0	$0
JIM WILKINSON	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM WOLFE	DIRECTOR (EXITED 12/25)	5.00	Director	$0	$0	$0
MATT ZUBROW	DIRECTOR	5.00	Director	$0	$0	$0
DANIEL KAEPERNIK	CHIEF EXECUTIVE OFFICER	40.00	Officer	$277,070	$47,954	$325,024
JANEL SKELLEY	CHIEF FINANCIAL OFFICER	40.00	Officer	$203,767	$7,983	$211,750
EDWARD G LORD	CHIEF REVENUE OFFICER	40.00	Key Emp	$203,376	$63,086	$266,462
AMY M WILLIAMS PHD	CHIEF CLINICAL OFFICER	40.00	Key Emp	$208,445	$26,963	$235,408
RANDY M BAKER VICE	PRESIDENT CORPORATE PARTNERSHIPS	40.00	Highest	$166,737	$10,152	$176,889
ERIN M MINTMIER	VICE PRESIDENT MAJOR GIFTS	40.00	Highest	$160,174	$25,319	$185,493
EVELYN POLCARI	SR. DIRECTOR STRATEGIC PLANNING	40.00	Highest	$155,045	$6,981	$162,026
LOIS SLUBOWSKI	DIRECTOR, REVENUE OPERATIONS	40.00	Highest	$146,766	$8,983	$155,749
ANNA CRANE SR DIRECTOR	NETWORK CLINICAL OPERERATIONS	40.00	Highest	$153,800	$8,862	$162,662

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	$13,636,826	$13,963,947	$11,336,424	$-327,121
2024	$11,238,941	$12,440,082	$11,642,968	$-1,201,141
2023	$8,005,155	$11,795,084	$12,692,187	$-3,789,929
2022	$20,026,304	$12,347,116	$18,010,401	$7,679,188
2021	$10,846,858	$8,459,971	$9,117,379	$2,386,887
2020	$6,981,220	$6,771,105	$5,976,207	$210,115
2019	$7,383,120	$6,123,621	$5,740,023	$1,259,499
2018	$4,374,017	$4,015,681	$4,213,996	$358,336

HEAD STRONG PROJECT INC