HEAD AND HEART PHILANTHROPY (EIN 471516795) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

CHRISTAL JACKSON

Phone

8329225814

Tax Period

2024-01-01 to 2024-12-31

HEAD AND HEART PHILANTHROPY, founded in 2018, is a small nonprofit in the Human Services sector that reported $889K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $254K, a strong 29% operating margin.

Mission

TO SUPPORT A SERIES OF CONVENINGS THAT WILL SERVE TO BOTH CULTIVATE AFRICAN-AMERICAN FUNDERS AND ENGAGE AFRICAN-AMERICAN INFLUENCERS IN K-12 EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $889,407

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $889,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $190,434

Fundraising Expenses $0

Program Expenses $544,990

Other Expenses $444,792

TOTAL EXPENSES $635,226

Year-over-Year Comparison

	2024	2023	Change
Revenue	$889,407	$551,167	+0.6%
Expenses	$635,226	$636,915	0.0%
Net Income	$254,181	$-85,748	-4.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
CHRISTAL JACKSON	PAST PRESIDE	60.00		$80,665	$0	$80,665
JOYCE BLUE	DIRECTOR	N/A	Director	$0	$0	$0
COFFY GRAY	PRESIDENT	N/A	Director	$0	$0	$0
AMIE FRANCIS	TREASURER	N/A	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	$889,407	$635,226	$326,793	$254,181
2023	$551,167	$636,915	$68,907	$-85,748
2022	$725,000	$734,950	$154,655	$-9,950
2021	$345,771	$197,571	$164,605	$148,200
2020	$85,800	$70,629	$16,405	$15,171
2019	$130,700	$152,100	$1,234	$-21,400
2018	$125,000	$102,366	$22,634	$22,634

HEAD AND HEART PHILANTHROPY