Miriams Heart (EIN 455473085) - 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

Elizabeth Occhipinti

Phone

7324690194

Tax Period

2024-05-01 to 2024-12-31

Miriams Heart, founded in 2012, is a small nonprofit in the Human Services sector that reported $168K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 35% operating margin.

Mission

Providing support for adopted and foster children and their families

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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 $156,221

Program Service Revenue $0

Investment Income $22

Other Revenue $11,997

TOTAL REVENUE $168,240

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,652

Fundraising Expenses $2,094

Program Expenses $102,288

Other Expenses $59,920

TOTAL EXPENSES $108,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,240	$129,011	+0.3%
Expenses	$108,572	$145,618	-0.3%
Net Income	$59,668	$-16,607	-4.6%

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

$37,210

Total Directors

$37,210

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH OCCHIPINTI	President Treasurer	10.00	Officer Director	$37,210	$0	$37,210
NICOLE EPPS	Secretary	10.00	Officer Director	$0	$0	$0
IVONNE DROSS	Vice President	2.00	Officer Director	$0	$0	$0
JENNIFER TAYLOR	Board Member	2.00	Director	$0	$0	$0
PATRICK TODD	Board Member	2.00	Director	$0	$0	$0
KATHLEEN PLATT	Board Member	2.00	Director	$0	$0	$0
JESSE NASH	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
2024	No data	No data	No data	No data
2024	$168,240	$108,572	$154,569	$59,668

Miriams Heart