HEART OF A WARRIOR FOUNDATION (EIN 463732895) - 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

SAMUEL R HARRIS II

Phone

3362496001

Tax Period

2022-07-01 to 2023-06-30

HEART OF A WARRIOR FOUNDATION, founded in 2013, is a micro nonprofit that reported $1K in total revenue in fiscal year 2022. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $8K exceeded revenue, resulting in a 456% operating deficit.

Mission

TO HONOR AND PRESERVE MEMORY OF FALLEN NAVY SEAL, JOSHUA THOMAS HARRIS, AND TO PROVIDE FUNDING TO VARIOUS NATIONAL AND LOCAL CHARITIES IN HIS MEMORY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,396

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,161

Other Expenses $7,756

TOTAL EXPENSES $7,756

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,396	$3,050	-0.5%
Expenses	$7,756	$5,629	+0.4%
Net Income	$-6,360	$-2,579	+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	Role	Reportable Comp	Other Comp	Total
SAMUEL R HARRIS II	PRESIDENT/DIRECTOR	Officer Director	$0	$0	$0
S RANCHOR HARRIS III	SECRETARY/DIRECTOR	Officer Director	$0	$0	$0
A LEE THOMAS	DIRECTOR	Director	$0	$0	$0
THOMAS A HARRIS	DIRECTOR	Director	$0	$0	$0
KOLE STUART	DIRECTOR	Director	$0	$0	$0
MARCUS A CAPONE	DIRECTOR	Director	$0	$0	$0
JEFF BOSS	DIRECTOR	Director	$0	$0	$0
JAKE LOHR	DIRECTOR	Director	$0	$0	$0
M K HARRIS THOMAS	VICE PRESIDENT	Officer	$0	$0	$0
EVELYN L HARRIS	TREASURER	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
2023	$1,396	$7,756	$125,789	$-6,360
2022	$3,050	$5,629	$132,149	$-2,579
2021	$2,738	$49,049	$134,728	$-46,311
2020	$37,785	$182,166	$181,639	$-144,381
2019	$147,612	$117,289	$325,420	$30,323
2018	$152,558	$130,845	$295,097	$21,713

HEART OF A WARRIOR FOUNDATION