HEART & SOUL (EIN 870528175) - 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

1994

Legal Domicile

Principal Officer

AINSLEY MCLAUGHLIN

Phone

8014675499

Tax Period

2024-01-01 to 2024-12-31

HEART & SOUL, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $277K in total revenue in fiscal year 2024.

Mission

HEART & SOUL HEALS THE HUMAN SPIRIT BY BRINGING MUSIC AND PERFORMING ARTS TO PEOPLE ISOLATED FROM SOCIETY.

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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 $257,410

Program Service Revenue $0

Investment Income $5,863

Other Revenue $13,424

TOTAL REVENUE $276,697

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,632

Fundraising Expenses $15,689

Program Expenses $253,753

Other Expenses $200,181

TOTAL EXPENSES $286,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,697	$266,363	+0.0%
Expenses	$286,813	$280,039	+0.0%
Net Income	$-10,116	$-13,676	-0.3%

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

375

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

$59,886

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AINSLEY MCLAUGHLIN	EXECUTIVE DI	40.00	Officer	$59,886	$0	$59,886
SALLY BARRACLOUGH	TREASURER	2.00	Officer Director	$0	$0	$0
DR JAMES COLEMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JIM HAYES	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CONAE HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
JANNA LAUER	BOARD MEMBER	2.00	Director	$0	$0	$0
JESSICA MCCOMBS	BOARD MEMBER	0.50	Director	$0	$0	$0
PAIGE MERIWETHER	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS ROLLINS	BOARD MEMBER	0.50	Director	$0	$0	$0
DIANA RUVALCABA	BOARD MEMBER	0.50	Director	$0	$0	$0
THOMAS STILLINGER	PRESIDENT	2.00	Officer Director	$0	$0	$0
PHIL TRIOLO	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN TURKANIS	BOARD MEMBER	1.00	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	$276,697	$286,813	$242,644	$-10,116
2023	$266,363	$280,039	$259,404	$-13,676
2022	$234,924	$283,710	$271,479	$-48,786
2021	$218,054	$291,544	$325,917	$-73,490
2020	$359,575	$235,311	$394,927	$124,264

HEART & SOUL