HEART HOSPITAL OF NM FOUNDATION (EIN 850469089) - 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

2002

Legal Domicile

Principal Officer

TERRY HARRIS

Phone

5052420504

Tax Period

2019-01-01 to 2019-12-31

HEART HOSPITAL OF NM FOUNDATION, founded in 2002, is a micro nonprofit that reported $93K in total revenue in fiscal year 2019. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $159K exceeded revenue, resulting in a 70% operating deficit.

Mission

THE FOUNDATION CREATES AND SUPPORTS COMMUNITY EDUCATION AND WELLNESS PROGRAMS AND ENHANCES HEART HOSPITAL'S PATIENT AND FAMILY FOCUSED ENVIRONMENT.

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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 (2019)

Revenue Breakdown

Contributions & Grants $93,472

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $93,476

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,911

Fundraising Expenses $0

Program Expenses $137,416

Other Expenses $51,278

TOTAL EXPENSES $159,189

Year-over-Year Comparison

	2019	2018	Change
Revenue	$93,476	$182,227	-0.5%
Expenses	$159,189	$121,333	+0.3%
Net Income	$-65,713	$60,894	-2.1%

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

$94,400

Total Directors

$9,852

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARVEY WHITE MD	BOARD MEMBER	0.00	Director	$0	$0	$0
CYNDI BLEICHER	BOARD MEMBER	0.00	Director	$0	$0	$0
JIM MEYERS	BOARD MEMBER	0.00	Officer Director	$0	$0	$0
PAULA BATES	BOARD MEMBER	1.00	Director	$9,852	$0	$9,852
DEVIN LUJAN	BOARD MEMBER	0.00	Director	$0	$0	$0
SALLY HOFFMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
ERIC STRAUSS	BOARD MEMBER	0.00	Director	$0	$0	$0
ELIZABETH ARMIJO	PRESIDENT	1.00	Officer	$0	$0	$0
TERRY HARRIS	EXECUTIVE DIRECTOR	20.00	Officer	$94,400	$0	$94,400
JAMES DYE	VICE PRESIDENT	1.00	Officer	$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
2019	$93,476	$159,189	No data	$-65,713
2018	$182,227	$121,333	$830,873	$60,894

HEART HOSPITAL OF NM FOUNDATION