OPEN HEART LEADERS (EIN 474787230) - 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

APRIL LASTER

Tax Period

2024-07-01 to 2025-06-30

OPEN HEART LEADERS, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $614K in total revenue in fiscal year 2024.

Mission

Open Heart Leaders is the only African American female-led organization in San Diego providing full wraparound services focused on mental health and education.

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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 $332,001

Program Service Revenue $281,599

Investment Income $19

Other Revenue $0

TOTAL REVENUE $613,619

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,627

Fundraising Expenses $103,216

Program Expenses $426,447

Other Expenses $531,200

TOTAL EXPENSES $662,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$613,619	N/A	N/A
Expenses	$662,827	N/A	N/A
Net Income	$-49,208	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

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

$107,860

Total Directors

$107,860

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
APRIL LASTER	PRESIDENT &CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$107,860	$0	$107,860
SHERRI JONES	EXECUTIVE TREASURER	10.00	Officer Director	$0	$0	$0
MIKE ROBERTS	BOARD MEMBER	5.00	Director	$0	$0	$0
JONAS ROYSTER	BOARD MEMBER	5.00	Director	$0	$0	$0
ANITA FISHER	BOARD MEMBER	5.00	Director	$0	$0	$0
DR SEAN JAMES	BOARD MEMBER	5.00	Director	$0	$0	$0
NATASHA BAILEY	BOARD MEMBER	5.00	Director	$0	$0	$0
DR MICHELLE JACKSON	BOARD MEMBER	5.00	Director	$0	$0	$0
VEVERLY ANDERSON	EXECUTIVE SECRETARY & BUS REL COORD	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
2025	$613,619	$662,827	$195,862	$-49,208
2024	$528,493	$393,414	$325,856	$135,079
2024	No data	No data	No data	No data
2023	$200,268	$126,251	$131,709	$74,017

OPEN HEART LEADERS