HEART 2 SERVE

EIN: 474281296 501(c)(3)

CHINO HILLS, CA

Total Revenue
$3,923,430
Total Expenses
$3,229,921
Total Assets
$693,509
Net Assets
$693,509
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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
2016
Legal Domicile
CA
Principal Officer
BRIAN BAUGHMAN
Tax Period
2023-01-01 to 2023-12-31

HEART 2 SERVE, founded in 2016, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2023. The organization ran a surplus of $694K, a strong 18% operating margin.

Mission

WE SEEK TO PROVIDE ALL THAT IS NEEDED TO REBUILD A LIFE THAT HAS FALLEN INTO HOPELESSNESS VIA JOB TRAINING, HOUSING, AND EMPLOYMENT.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,923,430
Investment Income $0
Other Revenue $0
TOTAL REVENUE $3,923,430

Expense Breakdown

Grants Paid $0
Salaries & Benefits $219,156
Fundraising Expenses $0
Program Expenses $3,201,471
Other Expenses $3,010,765
TOTAL EXPENSES $3,229,921

Year-over-Year Comparison

2023 2022 Change
Revenue $3,923,430 N/A N/A
Expenses $3,229,921 N/A N/A
Net Income $693,509 N/A N/A
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
10

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOE COTA SECRETARY 10.00
Officer
$0 $0 $0
RICARDO COTA TREASURER 10.00
Officer
$0 $0 $0
BRIAN BAUGHMAN PRESIDENT 10.00
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 No data No data No data No data
2023 $3,923,430 $3,229,921 $693,509 $693,509
2021 No data $136,973 $105,813 No data
2019 $1,073,661 $1,436,268 $62,945 $-362,607
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