ANN'S HEART WOMENS SHELTER (EIN 851270429) - 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

2016

Legal Domicile

Principal Officer

JUNE FOTHERGILL

Phone

5416038706

Tax Period

2024-01-01 to 2024-12-31

ANN'S HEART WOMENS SHELTER, founded in 2016, is a small nonprofit in the Human Services sector that reported $231K in total revenue in fiscal year 2024. Revenue surged 2332% from the prior year, signaling strong growth momentum. Expenses of $197K left a modest 15% surplus.

Mission

OUR MISSION IS TO EMPOWER SELF-IDENTIFIED WOMEN IN LANE COUNTY, OREGON, BY PROVIDING ACCESSIBLE, WELCOMING SHELTER ALONG WITH ESSENTIAL RESOURCES AND PATHWAYS TO PERMANENT HOUSING. WE BELIEVE THAT A SAFE HOME IS THE STARTING POINT FOR A WOMAN TO REBUILD HER LIFE WITH HOPE AND RENEWED PURPOSE. BY OFFERING A SAFE SHELTER AND INDIVIDUALIZED SUPPORT, WE GIVE UNHOUSED WOMEN THE RESOURCES AND STABILITY TO BEGIN TO REBUILD THEIR LIVES.

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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 $223,342

Program Service Revenue $7,883

Investment Income $0

Other Revenue $0

TOTAL REVENUE $231,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $124,914

Fundraising Expenses $3,945

Program Expenses $193,196

Other Expenses $72,227

TOTAL EXPENSES $197,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$231,225	$9,507	+23.3%
Expenses	$197,141	N/A	N/A
Net Income	$34,084	$9,507	+2.6%

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

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
JUNE FOTHERGILL	PRESIDENT	N/A	Officer Director	$0	$0	$0
KATHY DUFF	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
THERESA KOFORD	TREASURER	N/A	Officer Director	$0	$0	$0
JESSICA DUFF	DIRECTOR	N/A	Director	$0	$0	$0
JANET STRIANO	SECRETARY	N/A	Officer Director	$0	$0	$0
LINDSAY PITTMAN	DIRECTOR	N/A	Director	$0	$0	$0
CAROLINE WOLFRAM	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	$231,225	$197,141	$38,282	$34,084

ANN'S HEART WOMENS SHELTER