HEART AT HOME INC (EIN 742614858) - 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

1994

Legal Domicile

Principal Officer

RANDY PHILLIPS

Tax Period

2019-01-01 to 2019-12-31

HEART AT HOME INC, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $27K in total revenue in fiscal year 2019. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $13K, a strong 49% operating margin.

Mission

to assist the public in financial, physical, emotional, and spiritual needs

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $27,432

Investment Income $13

Other Revenue $0

TOTAL REVENUE $27,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $796

Other Expenses $14,104

TOTAL EXPENSES $14,104

Year-over-Year Comparison

	2019	2018	Change
Revenue	$27,445	$51,291	-0.5%
Expenses	$14,104	$35,265	-0.6%
Net Income	$13,341	$16,026	-0.2%

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

N/A

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
RANDY PHILLIPS	PRESIDENT	015.00	Officer Director	$0	$0	$0
DENISE PHILLIPS	SECRETARY	010.00	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
2019	$27,445	$14,104	$469,005	$13,341

HEART AT HOME INC