Heart-J Center for Experiential Lear (EIN 464993961) - 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

John Hallagan Board Chair

Phone

9706904221

Tax Period

2024-01-01 to 2024-12-31

Heart-J Center for Experiential Lear, founded in 2013, is a small nonprofit in the Environment sector that reported $802K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $306K, a strong 38% operating margin.

Mission

Heart-J Center provides education programs for people of all ages with topics including science and nature history and archeology agriculture and conservation creative arts wellness and outdoor skills.

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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 (2024)

Revenue Breakdown

Contributions & Grants $692,430

Program Service Revenue $109,888

Investment Income $32

Other Revenue $0

TOTAL REVENUE $802,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $334,506

Fundraising Expenses $24,942

Program Expenses $452,936

Other Expenses $158,786

TOTAL EXPENSES $496,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$802,350	$602,412	+0.3%
Expenses	$496,292	$448,380	+0.1%
Net Income	$306,058	$154,032	+1.0%

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

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
John Hallagan	Board Chair	5.00	Officer	$0	$0	$0
Eliana Paradise	Board Secretary	5.00	Officer	$0	$0	$0
Marilyn Schaefer	Board Treasurer	5.00	Officer Director	$0	$0	$0
Clinton Wilson	Director	5.00	Director	$0	$0	$0
Jason Wolvington	Director	5.00	Director	$0	$0	$0
Fredda Plesser	Director	5.00	Director	$0	$0	$0
Marshall Spring	Director	5.00	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	$802,350	$496,292	$697,750	$306,058
2023	$602,412	$448,380	$325,941	$154,032
2022	$377,281	$319,086	$156,093	$58,195
2021	$303,713	$300,231	$102,924	$3,482
2020	$255,474	$257,314	$95,247	$-1,840

Heart-J Center for Experiential Lear