HEATHER'S WAY (EIN 861939877) - 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

2021

Legal Domicile

Principal Officer

WILLIAM POCKLINGTON

Phone

2672784206

Tax Period

2025-01-01 to 2025-12-31

HEATHER'S WAY, founded in 2021, is a small nonprofit in the Mental Health sector that reported $198K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $46K, a strong 23% operating margin.

Mission

THE ORGANIZATION SUPPORTS OTHER EXEMPT ORGANIZATIONS WITH THE MISSION OF PROVIDING INDIVIDUALS WITH ADDICTIONS AND THEIR FAMILIES RESOURCES THAT ALLOW THEM TO RECOVER AND LEAD PRODUCTIVE 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 (2025)

Revenue Breakdown

Contributions & Grants $18,618

Program Service Revenue $0

Investment Income $11,743

Other Revenue $167,900

TOTAL REVENUE $198,261

Expense Breakdown

Grants Paid $143,376

Salaries & Benefits $0

Fundraising Expenses $1,789

Program Expenses $143,376

Other Expenses $9,298

TOTAL EXPENSES $152,674

Year-over-Year Comparison

	2025	2024	Change
Revenue	$198,261	$236,713	-0.2%
Expenses	$152,674	$210,077	-0.3%
Net Income	$45,587	$26,636	+0.7%

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
CASEY DUFFY	DIRECTOR	N/A	Director	$0	$0	$0
HEATHER KING	PRESIDENT	N/A	Officer Director	$0	$0	$0
KEVIN MAILEY	VICE-CHAIRMA	N/A	Officer Director	$0	$0	$0
WILLIAM POCKLINGTON	BOARD CHARIM	N/A	Officer Director	$0	$0	$0
PETER ROTELLE	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
2025	$198,261	$152,674	$359,970	$45,587
2024	$236,713	$210,077	$314,383	$26,636
2023	$285,831	$166,361	$287,747	$119,470
2023	$284,831	$165,361	$287,747	$119,470
2022	$183,968	$129,838	$168,277	$54,130
2021	$153,911	$39,764	$114,147	$114,147

HEATHER'S WAY