HARMONY AT HOME (EIN 760769331) - 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

2005

Legal Domicile

Principal Officer

JOSE ARREOLA

Phone

8316255160

Tax Period

2024-07-01 to 2025-06-30

HARMONY AT HOME, founded in 2005, is a community nonprofit in the Human Services sector that reported $4.5M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $4.3M left a modest 4% surplus.

Mission

OFFERING CHILDREN, YOUTH AND FAMILIES TOOLS TO END CYCLES OF VIOLENCE AND ABUSE.

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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 $1,895,638

Program Service Revenue $2,497,441

Investment Income $64,268

Other Revenue $4,103

TOTAL REVENUE $4,461,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,514,058

Fundraising Expenses $118,841

Program Expenses $3,502,284

Other Expenses $643,859

TOTAL EXPENSES $4,276,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,461,450	$3,655,738	+0.2%
Expenses	$4,276,758	$3,351,900	+0.3%
Net Income	$184,692	$303,838	-0.4%

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

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

$225,866

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARLO SCHALESKY	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN PREST	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LEAVY	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
FRAN MOSHER	DIRECTOR	1.00	Director	$0	$0	$0
FERNANDA OCANA	DIRECTOR	1.00	Director	$0	$0	$0
JOSE ARREOLA	PRESIDENT	1.00	Officer Director	$0	$0	$0
GABRIEL RAMIREZ	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI A QUINN	DIRECTOR	1.00	Director	$0	$0	$0
IGNACIO ESCAMILLA	TREASURER	1.00	Officer Director	$0	$0	$0
HON LARRY HAYES	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE FINNEGAN	VICE PRESIDENT	1.00	Director	$0	$0	$0
LOVINA WORICK	DIRECTOR	1.00	Director	$0	$0	$0
CAROL KOLB	DIRECTOR	1.00	Director	$0	$0	$0
JAN VANDERBILT	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH GREENE	DIRECTOR	1.00	Director	$0	$0	$0
JULIANNE LEAVY	CEO	40.00	Officer	$225,866	$0	$225,866
JOAQUIN HERNANDEZ	DIRECTOR OF OPERATIONS	40.00	Highest	$132,187	$0	$132,187

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
2025	$4,461,450	$4,276,758	$2,474,219	$184,692
2024	$3,655,738	$3,351,900	$2,164,185	$303,838
2023	$3,588,727	$2,976,018	$1,907,013	$612,709
2022	$2,054,481	$2,064,182	$1,123,626	$-9,701
2021	$2,031,588	$1,669,487	$1,150,092	$362,101
2020	$1,838,157	$1,698,242	$821,460	$139,915
2019	$1,713,655	$1,563,015	$418,058	$150,640
2018	$1,463,019	$1,363,515	$284,891	$99,504

HARMONY AT HOME