THE HEART THAT GIVES FOUNDATION

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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

2017

Legal Domicile

Principal Officer

FAY LOWRY

Phone

2178986477

Tax Period

2023-01-01 to 2023-12-31

THE HEART THAT GIVES FOUNDATION, founded in 2017, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $174K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $165K left a modest 5% surplus.

Mission

Program Service Accomplishments

Program 1

Expenses: $164,978

THE HEART THAT GIVES FOUNDATION IS A 501(C)(3) ORGANIZATION THAT HAS BEEN ESTABLISHED TO HELP THE HUNGRY AND THE POOR PEOPLE OF THE KWAZULU NATAL REGION OF SOUTH AFRICA AND ORPHAN CHILDREN AND...

THE HEART THAT GIVES FOUNDATION IS A 501(C)(3) ORGANIZATION THAT HAS BEEN ESTABLISHED TO HELP THE HUNGRY AND THE POOR PEOPLE OF THE KWAZULU NATAL REGION OF SOUTH AFRICA AND ORPHAN CHILDREN AND DISABLED PEOPLE OF UGANDA. THE FOUNDATION BRINGS ABOUT AWARENESS TO THE NEEDS OF THESE PEOPLE BY PROVIDING FOOD, EDUCATION, AND RESOURCES.

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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 $174,261

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $174,261

Expense Breakdown

Grants Paid $129,887

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,978

Other Expenses $35,091

TOTAL EXPENSES $164,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,261	$208,579	-0.2%
Expenses	$164,978	$225,350	-0.3%
Net Income	$9,283	$-16,771	-1.6%

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
FAY LOWRY	PRESIDENT	35.00	Officer Director	$0	$0	$0
JAMIE GERARDI	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
KATIE CUNNINGHAM HASS	SECRETARY	0.25	Officer Director	$0	$0	$0
BELLE HUFFERD	DIRECTOR	0.25	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	$174,261	$164,978	$36,642	$9,283
2022	$208,579	$225,350	$27,359	$-16,771
2021	$205,442	$174,380	$44,130	$31,062