Heartland Sawyer Gardens Inc (EIN 842410755) - 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

2018

Legal Domicile

Phone

3129617237

Tax Period

2023-07-01 to 2024-06-30

Heartland Sawyer Gardens Inc, founded in 2019, is a small nonprofit in the Housing & Shelter sector that reported $458K in total revenue in fiscal year 2020. Expenses of $397K left a modest 13% surplus.

Mission

To provide housing assistance to low income families and individuals.

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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 $0

Program Service Revenue $323,918

Investment Income $0

Other Revenue $892

TOTAL REVENUE $324,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $391,740

Other Expenses $529,671

TOTAL EXPENSES $529,671

Year-over-Year Comparison

	2023	2022	Change
Revenue	$324,810	$366,548	-0.1%
Expenses	$529,671	$512,755	+0.0%
Net Income	$-204,861	$-146,207	+0.4%

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

$1,167,173

Total Directors

$297,288

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Lezotte	Board Chair	2.0	Officer Director	$0	$0	$0
John Martin	Secretary	1.0	Officer Director	$0	$0	$0
Julia Getzels	General Counsel/Secretary (part year)	3.0	Officer Director	$0	$61,172	$297,288
Paul Wilkowski	Director	1.0	Director	$0	$0	$0
David Wells	Deputy Chief Admin Officer (part year)	3.0	Officer	$0	$33,609	$240,778
Donald Laackman	Interim President/CEO (part year)	3.0	Officer	$0	$44,696	$293,398
Evelyn Diaz	President/CEO (part year)	2.0	Officer	$0	$64,935	$335,709

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	$324,810	$529,671	$2,809,620	$-204,861
2023	$366,548	$512,755	$2,877,279	$-146,207
2023	$366,548	$512,755	$2,877,279	$-146,207
2022	$271,064	$489,242	$2,882,830	$-218,178
2021	$458,013	$397,201	$3,116,528	$60,812

Heartland Sawyer Gardens Inc