Community with a Heart Fund Inc

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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

2000

Legal Domicile

Principal Officer

Monica Bryant

Phone

3526290105

Tax Period

2023-01-01 to 2023-12-31

Community with a Heart Fund Inc, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $256K in total revenue in fiscal year 2023. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $115K, a strong 45% operating margin.

Mission

Provide assistance to organizations who help needy families and individuals in the greater Ocala Area that have exhuasted all other sources of community aid.

Program Service Accomplishments

Program 1

Expenses: $141,558 Revenue: $0

Provide assistance to organizations who help needy families and individuals in the greater Ocala area that have exhuasted all other sources of community aid.

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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 $251,352

Program Service Revenue $0

Investment Income $4,962

Other Revenue $0

TOTAL REVENUE $256,314

Expense Breakdown

Grants Paid $127,507

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,558

Other Expenses $14,051

TOTAL EXPENSES $141,558

Year-over-Year Comparison

	2023	2022	Change
Revenue	$256,314	$134,038	+0.9%
Expenses	$141,558	$157,216	-0.1%
Net Income	$114,756	$-23,178	-6.0%

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

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
Monica Bryant	Chairman	5.00	Officer Director	$0	$0	$0
Jason Halstead	Vice Chairman	5.00	Officer Director	$0	$0	$0
Lena Hopkins	Secretary	5.00	Officer Director	$0	$0	$0
David Layman	Treasurer	5.00	Officer Director	$0	$0	$0
Karla Grimsley	Director	1.00	Director	$0	$0	$0
Cleve Butler	Director	1.00	Director	$0	$0	$0
Patti Lumpkin	Director	1.00	Director	$0	$0	$0
April Adams	Director	1.00	Director	$0	$0	$0
Lori Keef	Director	1.00	Director	$0	$0	$0
Helen Urie	Director	1.00	Director	$0	$0	$0
Winnie O'Neill	Director	1.00	Director	$0	$0	$0
James Jackson	Director	1.00	Director	$0	$0	$0
Stephanie Walker	Director	1.00	Director	$0	$0	$0
Angela Jurastic	Director	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	$256,314	$141,558	$232,847	$114,756