HEARTLAND GOODWILL ENTERPRISES (EIN 463331510) - 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

PATRICIA AIRY

Phone

3192484633

Tax Period

2023-01-01 to 2023-12-31

HEARTLAND GOODWILL ENTERPRISES, founded in 2013, is a community nonprofit in the Human Services sector that reported $4.1M in total revenue in fiscal year 2023. The organization ran a surplus of $701K, a strong 17% operating margin.

Mission

TO ENCOURAGE AND ENHANCE THE DIGNITY, SELF-RESPECT AND SOCIAL AND ECONOMIC INDEPENDENCE OF INDIVIDUALS WITH SIGNIFICANT DISABILITIES.

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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 $7,952

Program Service Revenue $2,034,308

Investment Income $11,200

Other Revenue $2,094,532

TOTAL REVENUE $4,147,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,550,495

Fundraising Expenses $0

Program Expenses $3,437,858

Other Expenses $1,896,159

TOTAL EXPENSES $3,446,654

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,147,992	$4,075,243	+0.0%
Expenses	$3,446,654	$2,656,497	+0.3%
Net Income	$701,338	$1,418,746	-0.5%

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

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

$546,995

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AIRY PATRICIA	PRESIDENT	1.50	Officer	$0	$21,128	$347,158
ERB TAMERA	SVP CFO	1.50	Officer	$0	$19,366	$199,837
MAHONEY COLIN	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
KILBURG DESIREE	TREASURER	0.50	Officer Director	$0	$0	$0
SIMS GARY	SECRETARY AS OF 08/23	0.50	Officer Director	$0	$0	$0
SCHNEIDER JOHN	SECRETARY THRU 06/23	0.50	Officer Director	$0	$0	$0
BANKER JULIE	BOARD MEMBER	0.50	Director	$0	$0	$0
MAINARDI JOSE	BOARD MEMBER THRU 04/23	0.50	Director	$0	$0	$0
HUGUNIN GRADY	BOARD MEMBER	0.50	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
2023	$4,147,992	$3,446,654	$11,305,142	$701,338
2022	$4,075,243	$2,656,497	$13,315,004	$1,418,746
2021	$2,501,994	$2,528,695	$9,586,484	$-26,701
2020	$1,168,893	$2,086,709	$8,246,856	$-917,816
2019	$1,101,903	$947,969	$2,487,285	$153,934
2018	$921,964	$579,571	$569,060	$342,393

HEARTLAND GOODWILL ENTERPRISES