Hearts Aligned Inc (EIN 871191245) - 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

Vivian Solodkin

Phone

8055703155

Tax Period

2024-01-01 to 2024-12-31

Hearts Aligned Inc, founded in 2021, is a small nonprofit in the Health Care sector that reported $273K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring.

Mission

We help families with critically ill children living in Santa Barbara County by providing financial assistance, personal support and patient advocacy.

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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 $296,613

Program Service Revenue $0

Investment Income $4,623

Other Revenue $-28,096

TOTAL REVENUE $273,140

Expense Breakdown

Grants Paid $83,473

Salaries & Benefits $85,613

Fundraising Expenses $27,773

Program Expenses $202,267

Other Expenses $111,312

TOTAL EXPENSES $280,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,140	$406,376	-0.3%
Expenses	$280,398	$186,514	+0.5%
Net Income	$-7,258	$219,862	-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

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
Colleen Sitolini	President	4.00	Officer Director	$0	$0	$0
Brigitte Welty	Vice President	2.00	Officer Director	$0	$0	$0
Shannon Garton	Treasurer	4.00	Officer Director	$0	$0	$0
Lucy Kohansamad	Secretary	4.00	Officer Director	$0	$0	$0
Dee Dee Nussmeier	Director	1.00	Director	$0	$0	$0
Jonathan Pickert	Director	1.00	Director	$0	$0	$0
Heather Sherman	Director	1.00	Director	$0	$0	$0
Vivian Solodkin	Executive Dir.	4.00	Director	$0	$0	$0
Daniela Daoud	Director	0.38	Director	$0	$0	$0
Tina Ballue	Director	0.11	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	$273,140	$280,398	$218,048	$-7,258
2023	$406,376	$186,514	$224,760	$219,862

Hearts Aligned Inc