Heart and Soul NPO

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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

2022

Legal Domicile

Principal Officer

SARAH CALDWELL

Phone

8166867026

Tax Period

2023-01-01 to 2023-12-31

Heart and Soul NPO, founded in 2022, is a community nonprofit in the Youth Development sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 341% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 100% operating margin.

Mission

Heart and Soul NPO raises funds to support multiple organizations allowing families to lessen financial burdens for their children to pursue educational, athletic, behavioral, artistic healthy lifestyles

Program Service Accomplishments

Program 1

The organization brought positive impact to the memembers of the organization who participated in fundrasing endeavors. Approzimately 300 plus member particapted in over 100 fundraising events. 100% of the members were able to achieve their exempt goals. The accomplishments are relevant to the organization mission to lessen the financial burden on families. The accomplishments are for the reported year. No information on previous year included.

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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 $1,122,998

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,122,998

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $689

Other Expenses $4,924

TOTAL EXPENSES $4,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,122,998	$254,611	+3.4%
Expenses	$4,924	$472	+9.4%
Net Income	$1,118,074	$254,139	+3.4%

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
SARAH CALDWELL	President	N/A	Officer	$0	$0	$0
KRISTINE COOK	Vice President	N/A	Officer	$0	$0	$0
JASON WOLFE	Director	N/A	Officer	$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	No data	No data	No data	No data
2023	$1,122,998	$4,924	$62,966	$1,118,074
2022	$254,611	$472	$45,201	$254,139