Helping Establish Assistance Resource Team Heart (EIN 824529973) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

Mary Wray

Phone

9166235360

Tax Period

2024-01-01 to 2024-12-31

Helping Establish Assistance Resource Team Heart, founded in 2018, is a small nonprofit in the Human Services sector that reported $275K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $308K exceeded revenue, resulting in a 12% operating deficit.

Mission

Heart assists crime victims and crime victim advocates/service providers through development of a free resource database and online victim claim application tools.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $131,361

Program Service Revenue $143,750

Investment Income $0

Other Revenue $0

TOTAL REVENUE $275,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $144,532

Fundraising Expenses $0

Program Expenses $283,030

Other Expenses $163,897

TOTAL EXPENSES $308,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$275,111	$445,744	-0.4%
Expenses	$308,429	$416,281	-0.3%
Net Income	$-33,318	$29,463	-2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$18,413

Total Directors

$18,413

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jo Ann Goodwin	Executive Dir.	40.00	Officer Director	$18,413	$0	$18,413
Lorna Eby	President	2.00	Officer Director	$0	$0	$0
Mary Wray	Secretary	2.00	Officer Director	$0	$0	$0
Cindy Hanneman	Treasurer	2.00	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
2024	$275,111	$308,429	$41,571	$-33,318
2023	$445,744	$416,281	$67,665	$29,463
2022	$405,548	$273,694	$13,240	$131,854
2021	$217,902	$272,291	$11,452	$-54,389
2020	$872,076	$965,809	$96,970	$-93,733

Helping Establish Assistance Resource Team Heart