Heart of the House Foundation

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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

2020

Legal Domicile

Principal Officer

Annah Walters

Phone

6122497702

Tax Period

2023-01-01 to 2023-12-31

Heart of the House Foundation, founded in 2020, is a micro nonprofit in the Public Safety sector that reported $6K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1K, a strong 19% operating margin.

Mission

The mission of the Organization is to provide timely financial assistance to the employees and former employees of the Soign Hospitality Group ("Soign") and members of their families who are impacted by a national emergency, disaster, or other emergency hardship and thereby experience financial circumstances beyond their control and means, with recipients being selected based on an objective determination of need.

Program Service Accomplishments

Program 1

Expenses: $2,505

Granted $2,505 in emergency assistance funding

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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 $6,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,000

Expense Breakdown

Grants Paid $2,505

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,505

Other Expenses $2,333

TOTAL EXPENSES $4,838

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,000	$8,404	-0.3%
Expenses	$4,838	$13,799	-0.6%
Net Income	$1,162	$-5,395	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Annah Walters	Officer	0.29	Officer Director	$0	$0	$0
Maggie Schmidt	Officer	0.29	Officer Director	$0	$0	$0
Alison Arth	Director, Member, Officer	0.29	Officer Director	$0	$0	$0
Matt Long	Director	0.29	Director	$0	$0	$0
Elaine Delima	Director	0.29	Director	$0	$0	$0
Jessi Pollak	Director	0.29	Director	$0	$0	$0
Gavin Kaysen	Member	0.02	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
2023	$6,000	$4,838	$32,771	$1,162
2022	$8,404	$13,799	$31,380	$-5,395
2021	$36,080	$64,315	$36,678	$-28,235
2020	$287,038	$222,154	$64,884	$64,884