HEARTWOOD HAVEN (EIN 823314258) - 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

2017

Legal Domicile

Principal Officer

Kate Tsyrklevich

Phone

3602717438

Tax Period

2024-01-01 to 2024-12-31

HEARTWOOD HAVEN, founded in 2017, is a small nonprofit in the Animal-Related sector that reported $534K in total revenue in fiscal year 2024. The organization ran a surplus of $111K, a strong 21% operating margin.

Mission

Heartwood Haven seeks to provide shelter to any homeless, abused, or neglected animal and educate the public about the care and rehabilitation of neglected or abused animals.

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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 $534,115

Program Service Revenue $11,281

Investment Income $3,971

Other Revenue $-14,899

TOTAL REVENUE $534,468

Expense Breakdown

Grants Paid $0

Salaries & Benefits $211,647

Fundraising Expenses $40,259

Program Expenses $366,659

Other Expenses $212,304

TOTAL EXPENSES $423,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$534,468	$517,763	+0.0%
Expenses	$423,951	$368,351	+0.2%
Net Income	$110,517	$149,412	-0.3%

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

120

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

$75,402

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kate Tsyrklevich	Executive Director	40	Officer	$67,725	$7,677	$75,402
Kate Padula	President	2	Officer Director	$0	$0	$0
Jan Murphy	Vice President	1	Director	$0	$0	$0
Jennifer Broenner	Treasurer	2	Officer Director	$0	$0	$0
James Boag	Secretary	2	Officer Director	$0	$0	$0
Melissa Eby	Board Member	2	Officer 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	$534,468	$423,951	$1,319,022	$110,517
2023	$517,763	$368,351	$1,257,087	$149,412
2022	$540,284	$289,137	$1,171,636	$251,147
2021	$313,185	$203,278	$236,019	$109,907

HEARTWOOD HAVEN