HEARTS AND HOMES FOR REFUGEES (EIN 813361872) - 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

2016

Legal Domicile

Principal Officer

KATHARINE O'CALLAGHAN

Phone

9143930778

Tax Period

2023-01-01 to 2023-12-31

HEARTS AND HOMES FOR REFUGEES, founded in 2016, is a small nonprofit in the Human Services sector that reported $566K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

TO INSPIRE, EDUCATE AND EQUIP OTHERS TO RESETTLE, ASSIST AND ADVOCATE FOR REFUGEES.

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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 $561,712

Program Service Revenue $0

Investment Income $4,729

Other Revenue $0

TOTAL REVENUE $566,441

Expense Breakdown

Grants Paid $156,081

Salaries & Benefits $321,399

Fundraising Expenses $22,539

Program Expenses $431,928

Other Expenses $114,414

TOTAL EXPENSES $591,894

Year-over-Year Comparison

	2023	2022	Change
Revenue	$566,441	$742,056	-0.2%
Expenses	$591,894	$351,320	+0.7%
Net Income	$-25,453	$390,736	-1.1%

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

327

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

$45,000

Total Directors

$45,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHARINE O'CALLAGHAN	FOUNDER & PRESIDENT	40.00	Officer Director	$45,000	$0	$45,000
ANNE MCCOOL NIXON	VICE PRESIDENT & TREASURER	8.00	Officer Director	$0	$0	$0
JOAN MORGAN	BOARD MEMBER	3.00	Director	$0	$0	$0
SAADIA KHAN	BOARD MEMBER	3.00	Director	$0	$0	$0
LISA KIERNAN	BOARD MEMBER	10.00	Director	$0	$0	$0
LORI KAPNER HOSP	BOARD MEMBER	15.00	Director	$0	$0	$0
ROBERT TRACY	BOARD MEMBER	3.00	Director	$0	$0	$0
DONNA SHIRREFFS	BOARD MEMBER	10.00	Director	$0	$0	$0
MELISSA RODDY	BOARD MEMBER	3.00	Director	$0	$0	$0
JANET WYNN	BOARD MEMBER	3.00	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	No data	No data	No data	No data
2023	$566,441	$591,894	$742,949	$-25,453
2022	$742,056	$351,320	$754,513	$390,736
2021	$480,742	$213,463	$366,768	$267,279
2019	$67,276	$68,971	$92,939	$-1,695
2018	$129,201	$75,665	$94,634	$53,536

HEARTS AND HOMES FOR REFUGEES