HEARTGIFT FOUNDATION

EIN: 742967809 501(c)(3) Diseases & Disorders

AUSTIN, TX

Total Revenue
$5,351,133
Total Expenses
$3,700,763
Total Assets
$4,493,979
Net Assets
$4,493,979
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
TX
Principal Officer
CHRISTY CASEY-MOORE
Phone
5123304988
Tax Period
2024-01-01 to 2024-12-31

HEARTGIFT FOUNDATION, founded in 2000, is a community nonprofit in the Diseases & Disorders sector that reported $5.4M in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 31% operating margin.

Mission

PROVIDES LIFESAVING HEART SURGERY TO CHILDREN FROM AROUND THE WORLD WHERE SPECIALIZED MEDICAL TREATMENT IS EITHER SCARCE OR NONEXISTENT.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,573,364
Program Service Revenue $0
Investment Income $93,136
Other Revenue $684,633
TOTAL REVENUE $5,351,133

Expense Breakdown

Grants Paid $1,458,419
Salaries & Benefits $1,203,875
Fundraising Expenses $669,438
Program Expenses $2,665,853
Other Expenses $1,038,469
TOTAL EXPENSES $3,700,763

Year-over-Year Comparison

2024 2023 Change
Revenue $5,351,133 $3,094,133 +0.7%
Expenses $3,700,763 $2,881,003 +0.3%
Net Income $1,650,370 $213,130 +6.7%
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

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Governance

Voting Members
15
Independent Members
15
Employees
13
Volunteers
1000

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
5
$211,613
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHEN GARRISON CHAIR 1.00
Officer Director
$0 $0 $0
TIM BRIERTY VICE CHAIR 1.00
Officer Director
$0 $0 $0
TISH SAUERHOFF TREASURER 1.00
Officer Director
$0 $0 $0
BRENDA BARRETT SECRETARY 1.00
Officer Director
$0 $0 $0
BRYAN BURKHART MEMBER AT LARGE 1.00
Director
$0 $0 $0
MARYANN BELL MEMBER AT LARGE 1.00
Director
$0 $0 $0
JESSICA BESS MEMBER AT LARGE 1.00
Director
$0 $0 $0
RICK DANIELSON MEMBER AT LARGE 1.00
Director
$0 $0 $0
SHARON DOBBS MEMBER AT LARGE 1.00
Director
$0 $0 $0
BOB HERRIN MEMBER AT LARGE 1.00
Director
$0 $0 $0
KRISTY KNIPPA MEMBER AT LARGE 1.00
Director
$0 $0 $0
JAN LARSEN MEMBER AT LARGE 1.00
Director
$0 $0 $0
SONU PANDA MEMBER AT LARGE 1.00
Director
$0 $0 $0
JEFF WOODHAM MEMBER AT LARGE 1.00
Director
$0 $0 $0
KAREN WRIGHT MEMBER AT LARGE 1.00
Director
$0 $0 $0
CHRISTY CASEY-MOORE CEO 40.00
Officer
$196,849 $14,764 $211,613
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 $5,351,133 $3,700,763 $4,493,979 $1,650,370
2023 $3,094,133 $2,881,003 $2,843,609 $213,130
2022 $2,520,947 $2,156,760 $2,630,479 $364,187
2021 $1,675,259 $1,670,206 $2,297,744 $5,053
2020 $1,689,938 $1,608,283 $2,258,816 $81,655
2019 $2,026,264 $1,879,746 $2,180,063 $146,518
2018 $1,801,004 $1,676,900 $2,033,545 $124,104
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