Heart Math Tutoring Inc (EIN 464366030) - 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

Emily Gaffney

Phone

7049313209

Tax Period

2023-07-01 to 2024-06-30

Heart Math Tutoring Inc, founded in 2013, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $848K, a strong 23% operating margin.

Mission

To ensure that all elementary students develop the strong foundation in math and enthusiasm for academics needed for long-term success, by helping schools use volunteers as tutors.

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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 $3,067,329

Program Service Revenue $553,150

Investment Income $124,441

Other Revenue $2,256

TOTAL REVENUE $3,747,176

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,428,230

Fundraising Expenses $404,082

Program Expenses $2,067,463

Other Expenses $470,807

TOTAL EXPENSES $2,899,037

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,747,176	$2,843,436	+0.3%
Expenses	$2,899,037	$2,297,778	+0.3%
Net Income	$848,139	$545,658	+0.6%

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

110

Volunteers

1487

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

$113,629

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emily Gaffney	CEO	48.00	Officer	$106,909	$6,720	$113,629
Lee Caulder	Secretary	0.50	Officer Director	$0	$0	$0
Niles Brown	Board Member	0.25	Director	$0	$0	$0
Silvia McKenna	Finance Chair	0.50	Officer Director	$0	$0	$0
Brian Nwokedi	Chair	2.00	Officer Director	$0	$0	$0
Courtney Collins	Volunteer Chair	0.50	Director	$0	$0	$0
Bill Griesser	Develop. Chair	0.50	Director	$0	$0	$0
Meredith Rhyne	Board Member	0.25	Director	$0	$0	$0
Larry Nabatoff	Geography Chair	0.50	Director	$0	$0	$0
Steve Esposito	Board Member	0.50	Director	$0	$0	$0
Heather Finke	Board Member	0.25	Director	$0	$0	$0
Margaret Marshall	Governance Chai	0.25	Director	$0	$0	$0
Ken Rogich	Board Member	0.25	Director	$0	$0	$0
Andres Alvarado	Board Member	0.25	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
2025	No data	No data	No data	No data
2024	$3,747,176	$2,899,037	$5,018,196	$848,139
2023	$2,843,436	$2,297,778	$3,782,518	$545,658
2022	$1,655,845	$1,665,518	$3,215,090	$-9,673
2021	$1,497,744	$1,390,956	$3,218,743	$106,788
2020	$2,551,595	$1,357,555	$3,075,075	$1,194,040
2019	$1,867,913	$1,273,690	$1,875,417	$594,223
2018	$1,235,967	$896,694	$1,286,484	$339,273

Heart Math Tutoring Inc