HEART OF ACARA FOUNDATION (EIN 920667529) - 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

2022

Legal Domicile

Principal Officer

ANGELA ROBINSON

Phone

9796617441

Tax Period

2025-01-01 to 2025-12-31

HEART OF ACARA FOUNDATION, founded in 2022, is a small nonprofit in the Human Services sector that reported $225K in total revenue in fiscal year 2025. The organization ran a surplus of $146K, a strong 65% operating margin.

Mission

To improve the lives of hospice patients and their families through compassionate, accessible support when it matters most.

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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 (2025)

Revenue Breakdown

Contributions & Grants $168,334

Program Service Revenue $0

Investment Income $1,756

Other Revenue $54,481

TOTAL REVENUE $224,571

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,465

Fundraising Expenses $10,555

Program Expenses $57,727

Other Expenses $14,434

TOTAL EXPENSES $78,899

Year-over-Year Comparison

	2025	2024	Change
Revenue	$224,571	N/A	N/A
Expenses	$78,899	N/A	N/A
Net Income	$145,672	N/A	N/A

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
ANGELA ROBINSON	EXECUTIVE DIRECTOR	40.00	Highest	$37,500	$0	$37,500
STEVE CRICHTON	PRESIDENT	2.00	Officer	$0	$0	$0
LAUREN SAUNDERS	VICE PRESIDENT	2.00	Officer	$0	$0	$0
BETH SYMONS	SECRETARY	2.00	Officer	$0	$0	$0
KATIE WARD	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNY LIVINGSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY BELL	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHRYN KNOTTS	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL HUTSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MORRELL MUNYON	TREASURER	2.00	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
2025	$224,571	$78,899	$220,977	$145,672

HEART OF ACARA FOUNDATION