CHILDREN AT HEART FOUNDATION INC

EIN: 743007363 501(c)(3) Education

ROUND ROCK, TX

Total Revenue
$8,510,766
Total Expenses
$8,429,980
Total Assets
$128,618,062
Net Assets
$125,277,286
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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
2001
Legal Domicile
TX
Principal Officer
TODD ROBERSON
Phone
5122553668
Tax Period
2023-01-01 to 2023-12-31

CHILDREN AT HEART FOUNDATION INC, founded in 2001, is a community nonprofit in the Education sector that reported $8.5M in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Net assets of $125.3M represent 177 months of operating reserves.

Mission

MANAGE ENDOWED FUNDS AND DISTRIBUTE OPERATIONAL GRANTS TO ENSURE LONG-TERM FINANCIAL STABILITY FOR A FAMILY OF NONPROFIT MINISTRIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,658,947
Program Service Revenue $0
Investment Income $5,843,985
Other Revenue $7,834
TOTAL REVENUE $8,510,766

Expense Breakdown

Grants Paid $8,256,560
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $8,256,560
Other Expenses $173,420
TOTAL EXPENSES $8,429,980

Year-over-Year Comparison

2023 2022 Change
Revenue $8,510,766 $17,432,136 -0.5%
Expenses $8,429,980 $7,473,082 +0.1%
Net Income $80,786 $9,959,054 -1.0%
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

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
7

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
$539,581
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAY WILLIAMS CHAIRMAN & TRUSTEE 1.00
Officer Director
$0 $0 $0
HECTOR DE LEON VICE CHAIRMAN & TRUSTEE 1.00
Officer Director
$0 $0 $0
CALVIN LEE SECRETARY & TRUSTEE 1.00
Officer Director
$0 $0 $0
LINDA BEBEE TRUSTEE 1.00
Director
$0 $0 $0
CHARLES BOYD TRUSTEE(SERVED ALL OF 2023 BUT LEFT IN MARCH 2024) 1.00
Director
$0 $0 $0
BUDDY FERGUSON TRUSTEE 1.00
Director
$0 $0 $0
TROY GADDIE TRUSTEE 1.00
Director
$0 $0 $0
TODD ROBERSON PRESIDENT 1.00
Officer
$0 $44,977 $290,154
KIRK KRIEGEL EXECUTIVE VICE PRESIDENT 1.00
Officer
$0 $46,186 $249,427
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 $8,510,766 $8,429,980 $128,618,062 $80,786
2022 $17,432,136 $7,473,082 $127,346,785 $9,959,054
2021 $7,888,941 $6,717,359 $120,247,814 $1,171,582
2020 $9,530,233 $6,297,634 $102,689,727 $3,232,599
2019 $6,613,520 $7,012,360 $95,129,499 $-398,840
2018 $9,337,702 $6,588,257 $87,656,613 $2,749,445
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