3HOPEFUL HEARTS (EIN 800788928) - 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

2011

Legal Domicile

Principal Officer

SARAH SALTEE

Phone

9706306136

Tax Period

2023-01-01 to 2023-12-31

3HOPEFUL HEARTS, founded in 2011, is a small nonprofit in the Human Services sector that reported $420K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $167K, a strong 40% operating margin.

Mission

TO PROVIDE GRIEF COMPANION SUPPORT TO BEREAVED FAMILIES THROUGH OPPORTUNITIES TO HONOR, FIND HOPE, AND SEEK HEALING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $376,646

Program Service Revenue $4,616

Investment Income $17,504

Other Revenue $20,949

TOTAL REVENUE $419,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $171,801

Fundraising Expenses $20,483

Program Expenses $190,461

Other Expenses $81,169

TOTAL EXPENSES $252,970

Year-over-Year Comparison

	2023	2022	Change
Revenue	$419,715	$319,343	+0.3%
Expenses	$252,970	$198,467	+0.3%
Net Income	$166,745	$120,876	+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

$63,005

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BROOKE WAGNER	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMIE SELF	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
KIMBERLY PAGE	TREASURER	1.00	Officer Director	$0	$0	$0
MINDY KOEHNEN	SECRETARY	3.00	Officer Director	$0	$0	$0
BRITTA DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
KURT BLUM	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN GLENN	EXECUTIVE DIRECTOR	40.00	Officer	$63,005	$0	$63,005

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	$419,715	$252,970	$980,952	$166,745
2022	$319,343	$198,467	$803,287	$120,876
2021	$208,924	$174,359	$738,160	$34,565
2020	$455,370	$175,059	$720,070	$280,311
2019	$234,074	$138,942	$388,972	$95,132
2018	$223,442	$123,166	$288,803	$100,276

3HOPEFUL HEARTS