HEARTS AND HOPE FOUNDATION INC (EIN 464371072) - 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

Kimberly S Ratteerree

Phone

7044898940

Tax Period

2025-01-01 to 2025-12-31

HEARTS AND HOPE FOUNDATION INC, founded in 2013, is a small nonprofit in the Health Care sector that reported $286K in total revenue in fiscal year 2025. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $158K, a strong 55% operating margin.

Mission

FUNDS PROVIDED FOR THE BENEFIT OF INDIVIDUALS AND GROUPS TO ASSIST WITH MEDICAL EXPENSE NEEDS AND/OR HIGH SCHOOL EXPENSES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $39,836

Program Service Revenue $0

Investment Income $26,202

Other Revenue $219,595

TOTAL REVENUE $285,633

Expense Breakdown

Grants Paid $82,172

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,934

Other Expenses $45,762

TOTAL EXPENSES $127,934

Year-over-Year Comparison

	2025	2024	Change
Revenue	$285,633	$150,956	+0.9%
Expenses	$127,934	$136,930	-0.1%
Net Income	$157,699	$14,026	+10.2%

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

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
KIMBERLY S RATTEERREE	TREASURER/ DIRECTOR	2.00	Officer Director	$0	$0	$0
ERIC MCCOMBS	DIRECTOR	N/A	Director	$0	$0	$0
ARON R GABRIEL	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
RITA LAIL	VICE PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
MARK SIGMON	PRESIDENT	1.00	Officer	$0	$0	$0
WESLEY SIGMON	SECRETARY	2.00	Officer	$0	$0	$0
ERIC SETZER	VICE PRESIDENT/DIRECTOR	2.00	Officer 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	$285,633	$127,934	$839,264	$157,699
2024	$150,956	$136,930	$432,612	$14,026
2023	$169,468	$138,502	$418,586	$30,966
2022	$140,190	$82,449	$387,620	$57,741
2021	$161,297	$82,188	$370,688	$79,109
2020	$174,443	$66,313	$384,048	$108,130

HEARTS AND HOPE FOUNDATION INC