Heart Trust (EIN 756459417) - 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

1991

Legal Domicile

Principal Officer

Kimberly A Holmes

Phone

9407664361

Tax Period

2022-04-01 to 2023-03-31

Heart Trust, founded in 1991, is a small nonprofit that reported $402K in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $77K, a strong 19% operating margin.

Mission

Fund American Heart Association, National Bequest Center

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $401,952

Other Revenue $0

TOTAL REVENUE $401,952

Expense Breakdown

Grants Paid $236,000

Salaries & Benefits $31,600

Fundraising Expenses $0

Program Expenses $236,000

Other Expenses $57,387

TOTAL EXPENSES $324,987

Year-over-Year Comparison

	2022	2021	Change
Revenue	$401,952	$475,077	-0.2%
Expenses	$324,987	$413,013	-0.2%
Net Income	$76,965	$62,064	+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

$31,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kimberly A HOlmes	Trustee	3.00	Director	$31,600	$0	$31,600

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
2023	$401,952	$324,987	$4,991,186	$76,965
2023	$36,428	$5,027,614	No data	$-4,991,186
2022	$475,077	$413,013	$4,914,220	$62,064
2021	$203,556	$343,964	$4,852,156	$-140,408

Heart Trust