CU KIDS AT HEART INC (EIN 814905853) - 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

JANE MELCHIONDA

Phone

7819339950

Tax Period

2024-01-01 to 2024-12-31

CU KIDS AT HEART INC, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $423K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $374K left a modest 12% surplus.

Mission

TO HELP CHILDREN LEAD HEALTHY AND HAPPY LIVES THROUGH THE FUNDING OF MEDICAL RESEARCH ACTIVITIES.

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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 $387,565

Program Service Revenue $0

Investment Income $4,914

Other Revenue $30,393

TOTAL REVENUE $422,872

Expense Breakdown

Grants Paid $367,346

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $367,346

Other Expenses $6,166

TOTAL EXPENSES $373,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$422,872	$352,457	+0.2%
Expenses	$373,512	$383,328	0.0%
Net Income	$49,360	$-30,871	-2.6%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE MELCHIONDA	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAVID HOANG	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT BARTOL	SECRETARY/CLERK	1.00	Officer Director	$0	$0	$0
CYNTHIA NELSON	DIRECTOR	1.00	Director	$0	$0	$0
ASIM MIAN	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$422,872	$373,512	$266,093	$49,360
2023	$352,457	$383,328	$216,483	$-30,871
2022	$455,714	$458,655	$247,354	$-2,941
2021	$443,364	$626,315	$249,995	$-182,951
2020	$427,018	$194,118	$432,746	$232,900
2019	$453,005	$709,743	$199,864	$-256,738
2018	$461,119	$8,035	$456,834	$453,084

CU KIDS AT HEART INC