HEARTFELT INC (EIN 463146054) - 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

2013

Legal Domicile

Principal Officer

DIANE KRIESER

Phone

4026413908

Tax Period

2020-01-01 to 2020-12-31

HEARTFELT INC, founded in 2013, is a micro nonprofit in the Mutual Benefit sector that reported $24K in total revenue in fiscal year 2020. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $32K exceeded revenue, resulting in a 36% operating deficit.

Mission

HEARTFELT, INC. IS A NON-DENOMINATIONAL GRIEF SUPPORT GROUP FOR PARENTS WHO HAVE EXPERIENCED THE DEATH OF A CHILD. THIS GROUP IS FACILITATED BY QUALIFIED VOLUNTEERS AND PROFESSIONALS. HEARTFELT, INC. OFFERS SUPPORT, CONFIDENTIALITY AND PROMOTES HEALTHY GRIEVING AND RECOVERY. IT IS A PLACE TO SHARE EXPERIENCE, SEEK INFORMATION AND OFFER SUPPORT TO OTHERS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $12,329

Program Service Revenue $0

Investment Income $41

Other Revenue $11,187

TOTAL REVENUE $23,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,498

Program Expenses $26,688

Other Expenses $31,968

TOTAL EXPENSES $31,968

Year-over-Year Comparison

	2020	2019	Change
Revenue	$23,557	$54,498	-0.6%
Expenses	$31,968	$37,082	-0.1%
Net Income	$-8,411	$17,416	-1.5%

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
CLARK KRIESER	VICE-PRESIDE	N/A	Officer	$0	$0	$0
DIANE KRIESER	PRESIDENT	N/A	Officer	$0	$0	$0
CHRISTINE MCNULTY	TREASURER	N/A	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
2020	$23,557	$31,968	$331,948	$-8,411
2019	$54,498	$37,082	$340,359	$17,416
2018	$114,373	$50,612	$322,943	$63,761

HEARTFELT INC