HEATHER ABBOTT FOUNDATION (EIN 472475200) - 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

HEATHER J ABBOTT

Phone

4012139952

Tax Period

2023-07-01 to 2024-06-30

HEATHER ABBOTT FOUNDATION, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $363K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $441K exceeded revenue, resulting in a 21% operating deficit.

Mission

OUR MISSION IS TO PROVIDE CUSTOMIZED PROSTHESES TO THOSE WHO HAVE SUFFERED LIMB LOSS THROUGH TRAUMATIC CIRCUMSTANCES.

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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 $383,137

Program Service Revenue $0

Investment Income $17,501

Other Revenue $-37,717

TOTAL REVENUE $362,921

Expense Breakdown

Grants Paid $385,953

Salaries & Benefits $0

Fundraising Expenses $2,025

Program Expenses $394,672

Other Expenses $54,872

TOTAL EXPENSES $440,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$362,921	$300,861	+0.2%
Expenses	$440,825	$247,383	+0.8%
Net Income	$-77,904	$53,478	-2.5%

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

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
HEATHER J ABBOTT	DIRECTOR/CEO/PRES	10.00	Officer Director	$0	$0	$0
CYNTHIA LIMA	DIRECTOR/CHAIRMAN	2.00	Director	$0	$0	$0
JAMES BANKS	DIRECTOR/SECRETARIAT	2.00	Officer Director	$0	$0	$0
MALINA JACOBOWITZ	DIRECTOR/VICE PRES	2.00	Officer Director	$0	$0	$0
KEVIN HORST	BOARD DIRECTOR	5.00	Director	$0	$0	$0
LAURIE RICE	BOARD DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$362,921	$440,825	$785,084	$-77,904
2023	$300,861	$247,383	$817,236	$53,478
2022	$240,336	$105,075	$754,003	$135,261
2021	$89,745	$61,045	$642,820	$28,700
2020	$280,183	$124,133	$559,333	$156,050
2019	$223,637	$117,026	$408,448	$106,611

HEATHER ABBOTT FOUNDATION