HEARTLINKS (EIN 911067873) - 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

1978

Legal Domicile

Principal Officer

SHELBY MOORE

Phone

5098371676

Tax Period

2023-01-01 to 2023-12-31

HEARTLINKS, founded in 1978, is a community nonprofit in the Human Services sector that reported $6.4M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum.

Mission

TO ENRICH THE QUALITY OF ONES LIFE AND RECOGNIZE ITS WORTH BY PROVIDING COMFORT, CARE, AND SUPPORT ON LIFES JOURNEY.

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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 $694,688

Program Service Revenue $5,356,209

Investment Income $2,620

Other Revenue $360,501

TOTAL REVENUE $6,414,018

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,617,449

Fundraising Expenses $548,288

Program Expenses $4,213,251

Other Expenses $1,870,831

TOTAL EXPENSES $6,488,280

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,414,018	$4,603,787	+0.4%
Expenses	$6,488,280	$5,182,857	+0.3%
Net Income	$-74,262	$-579,070	-0.9%

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

870

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

$117,502

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLOTTE DAVIS	ARNP PALLIAT	40.00	Highest	$129,397	$12,958	$142,355
LISA SHEELEY	RN CASE MANA	40.00	Highest	$114,348	$14,136	$128,484
MARY BRUSEAU	RN CASE MANA	40.00	Highest	$113,121	$8,408	$121,529
EMILY MOBLEY	CLINICAL MAN	40.00	Highest	$111,501	$9,937	$121,438
SAMANTHA TELLEZ	RN CASE MANA	40.00	Highest	$110,943	$11,629	$122,572
SHELBY MOORE	EXECUTIVE DI	40.00	Officer	$103,558	$13,944	$117,502
STACY KELLOGG	CHAIR	10.00	Officer Director	$0	$0	$0
CHRIS GARDNER	VICE CHAIR	4.00	Officer Director	$0	$0	$0
JAY KELLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
TAMMY FEAKIN	TREASURER	2.00	Officer Director	$0	$0	$0
SHANNON HITCHCOCK	DIRECTOR	2.00	Director	$0	$0	$0
BROOKE RODRIGUEZ-MANLEY	DIRECTOR	2.00	Director	$0	$0	$0
GARY STREET	DIRECTOR	2.00	Director	$0	$0	$0
MARY LEE ROBINSON	DIRECTOR	2.00	Director	$0	$0	$0
TERESA SANCHEZ	DIRECTOR	2.00	Director	$0	$0	$0
KRISTI MELLEMA	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$6,414,018	$6,488,280	$2,760,231	$-74,262
2022	$4,603,787	$5,182,857	$2,748,438	$-579,070
2021	$5,227,000	$4,640,975	$2,553,089	$586,025
2020	$4,601,368	$4,188,865	$2,242,924	$412,503
2019	$4,663,291	$4,483,982	$1,434,564	$179,309
2018	$4,683,048	$4,238,675	$1,342,740	$444,373

HEARTLINKS