HESED HOUSE OF WHARTON INC (EIN 842536207) - 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

2019

Principal Officer

LAUREN LATHON

Phone

9793324377

Tax Period

2024-01-01 to 2024-12-31

HESED HOUSE OF WHARTON INC, founded in 2019, is a small nonprofit in the Human Services sector that reported $266K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $62K, a strong 23% operating margin.

Mission

TO AIM TO IMPROVE THE ENVIRONMENTAL AND SOCIAL CONDITIONS THAT CONTRIBUTE TO POOR HEALTH AND SUPPORT A QUALITY OF LIFE THAT PROMOTES THE HEALTH AND WELL-BEING OF WHARTON AREA RESIDENTS, WITH SPECIAL ATTENTION TO THOSE WHO ARE UNDER-SERVED.

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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 $265,812

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $265,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $134,948

Fundraising Expenses $0

Program Expenses $203,939

Other Expenses $68,991

TOTAL EXPENSES $203,939

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,812	$528,715	-0.5%
Expenses	$203,939	$208,112	0.0%
Net Income	$61,873	$320,603	-0.8%

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

N/A

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
DEBORAH CENKO	TREASURER	N/A	Officer	$0	$0	$0
HAILEY ROBERSON	SECRETARY	N/A	Officer	$0	$0	$0
AMY DUTCHER	DIRECTOR	N/A	Director	$0	$0	$0
LAUREN LATHON	PRESIDENT	N/A	Officer	$0	$0	$0
JORDAN BAYLOR	DIRECTOR	N/A	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	$265,812	$203,939	$1,014,296	$61,873
2023	$528,715	$208,112	$955,169	$320,603
2022	$403,387	$166,116	$633,532	$237,271
2021	$470,357	$113,926	$387,777	$356,431

HESED HOUSE OF WHARTON INC