THE HEART OF PORTILLOS FUND INC (EIN 850616287) - 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

2020

Legal Domicile

Phone

6309543773

Tax Period

2024-01-01 to 2024-12-31

THE HEART OF PORTILLOS FUND INC, founded in 2020, is a small nonprofit in the Human Services sector that reported $214K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Net assets of $889K represent 50 months of operating reserves.

Mission

DISASTER AND EMERGENCY RELIEF TO EMPLOYEES OF PORTILLO'S HOT DOGS, LLC AND ITS AFFILIATED ENTITIES.

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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 $189,154

Program Service Revenue $0

Investment Income $27,792

Other Revenue $-2,677

TOTAL REVENUE $214,269

Expense Breakdown

Grants Paid $175,918

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $175,918

Other Expenses $32,196

TOTAL EXPENSES $208,114

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,269	$358,607	-0.4%
Expenses	$208,114	$165,444	+0.3%
Net Income	$6,155	$193,163	-1.0%

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
Jill Waite	DIRECTOR AND CHAIR	0.1	Officer Director	$0	$0	$0
KELLY KAISER	DIRECTOR AND SECRETARY	0.1	Officer Director	$0	$0	$0
Michael Portillo	DIRECTOR AND CO-CHAIR	0.3	Officer Director	$0	$0	$0
ERIC BEVINS	DIRECTOR - PART YEAR	0.1	Director	$0	$0	$0
Michelle Hook	DIRECTOR	0.1	Director	$0	$0	$0
Nick Scarpino	DIRECTOR - PART YEAR	0.1	Director	$0	$0	$0
CHRISTINE DECICCO	TREASURER	1.0	Officer	$0	$0	$0
Garrett Kern	PRESIDENT	0.3	Officer	$0	$0	$0
MIKE ROMAN	VICE PRESIDENT	0.3	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
2024	$214,269	$208,114	$888,591	$6,155
2023	$358,607	$165,444	$882,436	$193,163
2022	$354,264	$111,835	$690,773	$242,429
2021	$258,042	$121,583	$449,344	$136,459
2020	$349,396	$39,011	$310,385	$310,385

THE HEART OF PORTILLOS FUND INC