HEART ASSOCIATION OF VOLUSIA COUNTY (EIN 596194206) - 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

1967

Legal Domicile

Principal Officer

JUDY LIBERI

Phone

3862534890

Tax Period

2024-04-01 to 2025-03-31

HEART ASSOCIATION OF VOLUSIA COUNTY, founded in 1967, is a micro nonprofit in the Diseases & Disorders sector that reported $34K in total revenue in fiscal year 2024. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $62K exceeded revenue, resulting in a 83% operating deficit.

Mission

PROMOTE CARDIOVASCULAR EDUCATION THROUGH EDUCATION, RESEARCH, AND COMMUNITY SERVICE.

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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 $3,222

Program Service Revenue $0

Investment Income $30,585

Other Revenue $0

TOTAL REVENUE $33,807

Expense Breakdown

Grants Paid $25,023

Salaries & Benefits $12,324

Fundraising Expenses $0

Program Expenses $25,301

Other Expenses $24,679

TOTAL EXPENSES $62,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,807	$134,930	-0.7%
Expenses	$62,026	$67,705	-0.1%
Net Income	$-28,219	$67,225	-1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELINE BUSHY	TRUSTEE	N/A	Director	$0	$0	$0
PHILIP H ELLIOTT JR	TRUSTEE	N/A	Director	$0	$0	$0
JUDY LIBERI	EXECUTIVE DI	N/A	Director	$0	$0	$0
ARI MORSE	TRUSTEE	N/A	Director	$0	$0	$0
THEA SMITH	TRUSTEE	N/A	Director	$0	$0	$0
D GLENN VINCENT	TRUSTEE	N/A	Director	$0	$0	$0
NORMA AVCHIN	SECRETARY	N/A	Officer	$0	$0	$0
CATHERINE KLASNE	FIRST VICE P	N/A	Officer	$0	$0	$0
KIRIT PATEL	TREASURER	N/A	Officer	$0	$0	$0
FIDELIA ROSTER	SECOND VICE	N/A	Officer	$0	$0	$0
ANDREA WHITE	PRESIDENT	N/A	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	$33,807	$62,026	$1,037,214	$-28,219
2024	$134,930	$67,705	$1,041,828	$67,225
2023	$100,667	$69,317	$948,775	$31,350
2022	$119,946	$66,512	$1,062,735	$53,434
2021	$72,629	$42,362	$1,020,298	$30,267
2020	$52,859	$64,840	$753,406	$-11,981
2019	$74,851	$66,530	$939,281	$8,321

HEART ASSOCIATION OF VOLUSIA COUNTY