HEART AND HEALTH EDUCATIONAL FOUNDATION INC (EIN 873296905) - 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

Phone

9174496313

Tax Period

2023-10-01 to 2024-09-30

HEART AND HEALTH EDUCATIONAL FOUNDATION INC, founded in 2021, is a small nonprofit in the Health Care sector that reported $841K in total revenue in fiscal year 2023. Revenue surged 568% from the prior year, signaling strong growth momentum. The organization ran a surplus of $723K, a strong 86% operating margin.

Mission

Heart and Health Educational Foundation Inc purpose is to educate the residence of Long Island NY about heart disease, diabetes, hypertension and asthma thus saving lives in the process.

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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 (2023)

Revenue Breakdown

Contributions & Grants $817,000

Program Service Revenue $0

Investment Income $24,333

Other Revenue $0

TOTAL REVENUE $841,333

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,491

Other Expenses $118,317

TOTAL EXPENSES $118,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$841,333	$125,951	+5.7%
Expenses	$118,317	$79,712	+0.5%
Net Income	$723,016	$46,239	+14.6%

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

N/A

Employees

N/A

Volunteers

N/A

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
DAVID KAVESTEEN	President	5.00	Director	$0	$0	$0
MARINA KAVESTEEN	Secretary	5.00	Director	$0	$0	$0
JACOB KAVESTEEN	Treasurer	5.00	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	$841,333	$118,317	$2,688,216	$723,016
2023	$125,951	$79,712	$1,965,200	$46,239
2022	$1,928,853	$9,892	$1,918,961	$1,918,961

HEART AND HEALTH EDUCATIONAL FOUNDATION INC