HEARTSHARE EDUCATION CENTER (EIN 900452757) - 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

2006

Legal Domicile

Phone

7184224200

Tax Period

2024-07-01 to 2025-06-30

HEARTSHARE EDUCATION CENTER, founded in 2006, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

TO EDUCATE AND SUPPORT, WITH DIGNITY AND RESPECT, CHILDREN, ADOLESCENTS AND YOUNG ADULTS ON THE AUTISM SPECTRUM IN ORDER TO EXPAND OPPORTUNITIES AND ENHANCE 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 (2024)

Revenue Breakdown

Contributions & Grants $156,269

Program Service Revenue $5,171,305

Investment Income $0

Other Revenue $11,045

TOTAL REVENUE $5,338,619

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,824,988

Fundraising Expenses $0

Program Expenses $4,683,392

Other Expenses $1,365,283

TOTAL EXPENSES $5,190,271

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,338,619	$3,998,772	+0.3%
Expenses	$5,190,271	$4,908,791	+0.1%
Net Income	$148,348	$-910,019	-1.2%

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

$1,205,920

Total Directors

$815,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BROOKE ROSENTHAL	TREASURER AS OF 12/2024 / DEPUTY ED/CPO - HSVS	0.5	Officer Director	$0	$26,214	$325,199
CRAIG A RATIGAN	TREASURER THRU 9/2024	0.5	Officer Director	$0	$0	$0
DONNA MELLI-STRYCZEK	SECRETARY THRU 9/2024	0.5	Officer Director	$0	$0	$0
EVELYN ALVAREZ-RICHARDS	SECRETARY AS OF 12/2024 / CPO - HSHS, HSW	0.5	Officer Director	$0	$49,055	$308,921
FRANK J MARESCA	CHAIRPERSON AS OF 12/2024	0.5	Officer Director	$0	$0	$0
KATE PICCARD	VICE CHAIR AS OF 12/2024	0.5	Officer Director	$0	$0	$0
REV MICHAEL L GELFANT	CHAIRPERSON THRU 08/2024	0.5	Officer Director	$0	$0	$0
JILL NICOLOIS	BOARD MEMBER THRU 9/2024	0.5	Director	$0	$0	$0
VINCENT IANNELLI	BOARD MEMBER THRU 8/2024	0.5	Director	$0	$0	$0
VIVIAN ATTANASIO	BOARD MEMBER AS OF 12/2024 / SVP OF OPERATIONS - HSHS	0.5	Director	$0	$15,513	$181,530
DAWN W VALENTINE-SAFFAYEH	EXECUTIVE DIRECTOR / PRESIDENT & CEO - HSHS, HSVS, HEC, HSW	0.5	Officer	$0	$60,236	$571,800
GIANNINA CORY	DIRECTOR OF EDUCATION	37.5	Highest	$105,258	$13,759	$119,017
JODI VITALE	TEACHER-ADAPTIVE PHYS ED	37.5	Highest	$104,464	$14,407	$118,871
KERRI E VASQUEZ	SPEECH PATHOLOGIST	37.5	Highest	$101,392	$14,467	$115,859
SHARON A TOLEDO	DIRECTOR OF EDUCATION	37.5	Highest	$119,805	$24,978	$144,783
CAROL ANN VERDI	FORMER EXECUTIVE DIRECTOR	7.0		$21,341	$9,839	$208,633

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	$5,338,619	$5,190,271	$1,967,313	$148,348
2024	No data	No data	No data	No data
2023	$4,550,853	$4,590,781	$1,409,975	$-39,928
2022	$4,602,175	$4,667,425	$2,142,292	$-65,250
2021	$4,688,752	$4,631,119	$1,940,581	$57,633
2020	$4,147,218	$4,334,584	$1,914,347	$-187,366
2019	$3,910,700	$4,249,219	$1,481,806	$-338,519
2018	$3,947,604	$4,013,788	$1,202,091	$-66,184

HEARTSHARE EDUCATION CENTER