HEAL THE HERO FOUNDATION (EIN 474750390) - 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

2015

Legal Domicile

Principal Officer

JOE HOLMES

Tax Period

2023-01-01 to 2023-12-31

HEAL THE HERO FOUNDATION, founded in 2015, is a mid-sized nonprofit in the Health Care sector that reported $12.9M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

PROVIDE COMMUNITY EDUCATION ABOUT AND PROVIDE FUNDING FOR ADVANCED, DRUG-FREE BRAIN PERFORMANCE PROGRAMS.

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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 $12,923,109

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $12,923,109

Expense Breakdown

Grants Paid $12,334,352

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,540,334

Other Expenses $205,982

TOTAL EXPENSES $12,540,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,923,109	$11,345,070	+0.1%
Expenses	$12,540,334	$10,308,921	+0.2%
Net Income	$382,775	$1,036,149	-0.6%

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

$96,000

Total Directors

$156,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE HOLMES	PRESIDENT	40.00	Officer Director	$96,000	$0	$96,000
ANTONETTE M SCHWARTZ	TREASURER	1.00	Director	$60,000	$0	$60,000
JONATHAN KLINGER	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2023	$12,923,109	$12,540,334	$3,606,731	$382,775
2022	$11,345,070	$10,308,921	$2,242,183	$1,036,149
2021	$1,789,563	$1,624,565	$291,328	$164,998
2020	$1,082,057	$1,026,117	$126,058	$55,940
2019	$963,270	$955,428	$47,518	$7,842
2018	$1,011,722	$1,093,213	$39,676	$-81,491

HEAL THE HERO FOUNDATION