Helping Establish Assistance Resource Team Heart

EIN: 824529973 501(c)(3) Human Services

Aptos, CA

Total Revenue
$273,234
Total Expenses
$297,113
Total Assets
$13,209
Net Assets
$2,940
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
CA
Principal Officer
Mary Wray
Phone
9166235360
Tax Period
2025-01-01 to 2025-12-31

Helping Establish Assistance Resource Team Heart, founded in 2018, is a small nonprofit in the Human Services sector that reported $273K in total revenue in fiscal year 2025.

Mission

HEART4Victims (Helping Establish Assistance Resource Team) is a mission-driven nonprofitfounded in February 2018 in Sacramento by retired California victimcompensation program staff and IT professionals. HEART's mission is to leverage innovative technology to help government and nonprofit service providers better serve crime victims, ensuring those victims receive compassionate assistance tailored to their situations.HEART4Victims is a non-profit organization dedicated to assisting victims of crime seeking assistance from government programs, service providers, victim advocates, and attorney representatives. HEART4Victimshas identified many resources, including potential financial compensation, that may be available to victims and their families. HEART4Victims works to simplify the processes of obtaining financial assistance and other victim related services.HEART4Victims also provides technology solutions to Victim of Crime Administrators and service providers. Technology solutions in

Program Service Accomplishments

Program 1
Expenses: $275,391

Awarded a three year grant in partnership with the Alaska Victims of Violent Crime Compensation Program.A five year contract with the State of Oklahoma to implement VCPMS (Victims of Crime Program...

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Awarded a three year grant in partnership with the Alaska Victims of Violent Crime Compensation Program.A five year contract with the State of Oklahoma to implement VCPMS (Victims of Crime Program Management System).State of Maine Hosting O/M contract.The focus was on the following:HEART staff assist victims of crime in California to navigate the CalVCB (California Victim Compensation Board) website online application and Appeal process free of charge.VCPMS-build claim management systems for State Victim of Crime Programs in the USAProvide VCPMS (Victims of Crime Program Management System) - claim management system hosting service.HEART brings deep victim-services domain expertise to each VCPMS deployment implementing and configuring the platform for each state program, interacting with program staff through implementation and support, and ensuring the platform stays grounded in what actually helps victims and victim service providers.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $6,424
Program Service Revenue $266,810
Investment Income $0
Other Revenue $0
TOTAL REVENUE $273,234

Expense Breakdown

Grants Paid $0
Salaries & Benefits $41,557
Fundraising Expenses $0
Program Expenses $275,391
Other Expenses $255,556
TOTAL EXPENSES $297,113

Year-over-Year Comparison

2025 2024 Change
Revenue $273,234 $275,111 0.0%
Expenses $297,113 $308,429 0.0%
Net Income $-23,879 $-33,318 -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

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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
3
Employees
8
Volunteers
3

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
4
$8,584
Total Directors
4
$8,584
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jo Ann Goodwin Executive Dir. 40.00
Officer Director
$8,584 $0 $8,584
Antonnette Koretie 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
2025 $273,234 $297,113 $13,209 $-23,879
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
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