WHITE HEART FOUNDATION (EIN 611656177) - 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

2011

Legal Domicile

Principal Officer

RYAN SAWTELLE

Phone

8189146000

Tax Period

2024-01-01 to 2024-12-31

WHITE HEART FOUNDATION, founded in 2011, is a small nonprofit in the Human Services sector that reported $344K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

THE WHITE HEART FOUNDATION IS COMMITTED TO SERVING NATION'S WOUNDED WARRIORS AND STRENGTHENING THE COMMUNITIES IN WHICH THEY LIVE BY CREATING OPPORTUNITIES FOR RESIDENTS TO SHOW THEIR APPRECIATION THROUGH FINANCIAL OR PHYSICAL SUPPORT.

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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 $344,162

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $344,162

Expense Breakdown

Grants Paid $49,090

Salaries & Benefits $50,528

Fundraising Expenses $16,148

Program Expenses $299,827

Other Expenses $255,860

TOTAL EXPENSES $355,478

Year-over-Year Comparison

	2024	2023	Change
Revenue	$344,162	$314,359	+0.1%
Expenses	$355,478	$305,102	+0.2%
Net Income	$-11,316	$9,257	-2.2%

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

$48,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN SAWTELLE	EXECUTIVE DI	50.00	Officer	$48,000	$0	$48,000
JON BURTON	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE LEONARD	DIRECTOR	1.00	Officer Director	$0	$0	$0
ROBERT LAFFERTY	SECRETARY	1.00	Officer 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	$344,162	$355,478	$95,832	$-11,316
2023	$314,359	$305,102	$62,610	$9,257
2022	$295,054	$303,640	$123,097	$-8,586
2021	$325,829	$299,890	$128,681	$25,939
2021	$325,829	$299,890	$128,681	$25,939
2020	$152,574	$145,355	$99,697	$7,219
2019	$327,336	$410,377	$52,336	$-83,041
2018	$557,144	$548,104	$110,353	$9,040
2018	$545,323	$543,658	$102,978	$1,665
2017	$570,302	$544,695	$103,378	$25,607

WHITE HEART FOUNDATION