HEARTSMILES INC (EIN 810875563) - 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

2018

Legal Domicile

Phone

4105978009

Tax Period

2024-01-01 to 2024-12-31

HEARTSMILES INC, founded in 2018, is a community nonprofit in the Youth Development sector that reported $1.9M in total revenue in fiscal year 2024.

Mission

TO HELP YOUTH REACH THEIR VISION OF SUCCESS BY PUTTING THEM AT THE INTERSECTION OF ACCESS AND OPPORTUNITY.

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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 $1,295,531

Program Service Revenue $591,165

Investment Income $9

Other Revenue $1,417

TOTAL REVENUE $1,888,122

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,314,330

Fundraising Expenses $0

Program Expenses $1,898,307

Other Expenses $655,626

TOTAL EXPENSES $1,969,956

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,888,122	N/A	N/A
Expenses	$1,969,956	N/A	N/A
Net Income	$-81,834	N/A	N/A

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

127

Volunteers

100

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

$117,454

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONI HOLIFIELD	EXECUTIVE DIRECTOR	40.00	Officer	$117,454	$0	$117,454
KATRINA BROOKS	BOARD MEMBER	3.00	Director	$0	$0	$0
EMMA JAGASIA	BOARD MEMBER	5.00	Director	$0	$0	$0
MORGAN PRIOLEAU	BOARD MEMBER	40.00	Director	$0	$0	$0
SHELAH JOHNSON	BOARD MEMBER	15.00	Director	$0	$0	$0
KAMRI MOSES	BOARD MEMBER	15.00	Director	$0	$0	$0

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	$1,888,122	$1,969,956	$198,548	$-81,834
2023	$1,410,660	$1,338,934	$294,429	$71,726
2023	$1,410,660	$1,338,934	$294,429	$71,726
2023	$1,410,660	$1,338,934	$294,429	$71,726
2022	$898,796	$850,355	$210,253	$48,441
2021	$592,840	$626,399	$145,675	$-33,559

HEARTSMILES INC