HEARTLY HOUSE INC (EIN 521186250) - 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

1979

Legal Domicile

Principal Officer

NICOLA THRASH

Phone

3014186610

Tax Period

2024-07-01 to 2025-06-30

HEARTLY HOUSE INC, founded in 1979, is a community nonprofit in the Human Services sector that reported $5.1M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF HEARTLY HOUSE IS TO END DOMESTIC VIOLENCE, SEXUAL ASSAULT, HUMAN TRAFFICKING, AND CHILD ABUSE, AND TO PROVIDE VICTIMS WITH SAFETY, SHELTER, AND SUPPORTIVE SERVICES.

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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 $5,070,124

Program Service Revenue $0

Investment Income $68,640

Other Revenue $-20,208

TOTAL REVENUE $5,118,556

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,048,204

Fundraising Expenses $251,111

Program Expenses $4,364,802

Other Expenses $1,015,219

TOTAL EXPENSES $5,063,423

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,118,556	$4,125,675	+0.2%
Expenses	$5,063,423	$4,325,065	+0.2%
Net Income	$55,133	$-199,390	-1.3%

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

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

$116,314

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIANNE DELAWTER	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLEY LEVINE	TREASURER	2.00	Officer Director	$0	$0	$0
DOUG TINDER	CHAIR	2.00	Officer Director	$0	$0	$0
DAWN LOWE	PAST CHAIR	2.00	Officer Director	$0	$0	$0
SARAH MOUL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SCOTTIE PITTS	DIRECTOR	1.00	Director	$0	$0	$0
LAURA MELIA	SECRETARY	2.00	Officer Director	$0	$0	$0
KIMBERLY SP LENTA	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN DEERING	DIRECTOR	1.00	Director	$0	$0	$0
TAMMI SIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
ALAINA STRASBURG	DIRECTOR	1.00	Director	$0	$0	$0
KACI STRONG	DIRECTOR	1.00	Director	$0	$0	$0
MARIA MCELHANY	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA HILLIAM	DIRECTOR	1.00	Director	$0	$0	$0
GABBIE DAMIANO	DIRECTOR	1.00	Director	$0	$0	$0
LINDA MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
NICOLA THRASH	EXECUTIVE DIRECTOR	35.00	Officer	$116,314	$0	$116,314
INGA JAMES	FORMER PRESIDENT AND EXECUTIVE DIRECTOR	35.00		$156,828	$7,454	$164,282

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	$5,118,556	$5,063,423	$2,441,305	$55,133
2024	$4,125,675	$4,325,065	$2,653,444	$-199,390
2023	$3,750,930	$3,590,740	$2,505,227	$160,190
2022	$3,041,884	$3,466,256	$2,322,426	$-424,372
2021	$3,999,996	$3,184,507	$2,973,839	$815,489
2020	$2,740,467	$2,652,161	$2,471,894	$88,306
2019	$2,488,324	$2,295,378	$1,774,081	$192,946

HEARTLY HOUSE INC