HEARTS 2 HELP

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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

SHIRLEY ORTIZ

Phone

6234124058

Tax Period

2023-01-01 to 2023-12-31

HEARTS 2 HELP, founded in 2012, is a small nonprofit in the Human Services sector that reported $268K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO HELP NEEDY PEOPLE BY USING FUNDS GENERATED FROM THE TRIFT STORE SALES OF CONTRIBUTED ITEMS AND CONTRIBUTED FUNDS FROM THE GENERAL PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $254,470 Revenue: $147,000

HELPING MEN, WOMEN AND CHILDREN TO HAVE THE PROPER TOOLS AND GOODS THEY NEED TO HELP THEMSELVES.

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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 $121,238

Program Service Revenue $147,000

Investment Income $1

Other Revenue $0

TOTAL REVENUE $268,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $254,470

Other Expenses $262,753

TOTAL EXPENSES $262,753

Year-over-Year Comparison

	2023	2022	Change
Revenue	$268,239	$239,704	+0.1%
Expenses	$262,753	$238,264	+0.1%
Net Income	$5,486	$1,440	+2.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHIRLEY ORTIZ	PRESIDENT	40.00	Officer Director	$0	$0	$0
ANDREA DANCEL	DIRECTOR	40.00	Director	$0	$0	$0
JESUS CRUZ	OFFICER	5.00	Officer	$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	$268,239	$262,753	$2,803	$5,486
2022	$239,704	$238,264	$5,347	$1,440
2021	$218,975	$230,253	$4,261	$-11,278
2020	$79,690	$100,010	$9,614	$-20,320
2019	$437,882	$439,513	$3,634	$-1,631
2018	$383,526	$380,537	$6,265	$2,989