JOSEPH MIDDLEMISS BIG HEART FOUNDATION INC (EIN 465133857) - 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

2014

Legal Domicile

Principal Officer

KATE MIDDLEMISS

Phone

9788357539

Tax Period

2024-01-01 to 2024-12-31

JOSEPH MIDDLEMISS BIG HEART FOUNDATION INC, founded in 2014, is a micro nonprofit in the Human Services sector that reported $86K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $116K exceeded revenue, resulting in a 34% operating deficit.

Mission

TO CONTRIBUTE TO RESEARH FOR AND SPREAD AWARENESS OF CHILDHOOD HEART CONDITIONS WHILE PROVIDING FINANCIAL, SOCIAL AND EMOTIONAL ASSISTANCE TO FAMILIES IMPACTED BY THIS.

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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 $86,338

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $86,338

Expense Breakdown

Grants Paid $20,858

Salaries & Benefits $0

Fundraising Expenses $38,404

Program Expenses $59,267

Other Expenses $94,810

TOTAL EXPENSES $115,668

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,338	$173,381	-0.5%
Expenses	$115,668	$188,452	-0.4%
Net Income	$-29,330	$-15,071	+0.9%

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
KATE MIDDLEMISS	PRESIDENT/FOUNDER	5.00	Officer	$0	$0	$0
SCOTT MIDDLEMISS	VICE PRESIDENT/FOUNDER	5.00	Officer	$0	$0	$0
COLLEEN GARRY	EXECUTIVE DIRECTOR	5.00	Officer	$0	$0	$0
MARY JANE CARON	SECRETARY/CLERK	5.00	Officer	$0	$0	$0
ANDREA WALSH	PUBLIC RELATIONS DIR	5.00	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
2024	$86,338	$115,668	$177,185	$-29,330
2023	$173,381	$188,452	$206,515	$-15,071
2022	$117,878	$131,786	$221,588	$-13,908
2021	$211,593	$90,430	$235,496	$121,163
2020	$148,747	$140,840	$114,333	$7,907
2019	$364,703	$323,988	$106,427	$40,715
2018	$244,523	$250,524	$65,712	$-6,001
2017	$213,479	$207,068	$73,106	$6,411

JOSEPH MIDDLEMISS BIG HEART FOUNDATION INC