HEART TO SERVE CAREGIVERS

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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

2023

Legal Domicile

Principal Officer

DORIS TAN

Phone

3106174330

Tax Period

2023-09-18 to 2023-12-31

HEART TO SERVE CAREGIVERS, founded in 2023, is a micro nonprofit in the Human Services sector that reported $45K in total revenue in fiscal year 2023. Expenses of $41K left a modest 9% surplus.

Mission

OUR MISSION IS TO ASSIST THE ELDERLY TO REMAIN AND LIVE COMFORTABLY IN THEIR OWN HOME INSTEAD OF BEING PLACED IN AN UNFAMILIAR FACILITY. WE HELP THE ELDERLY TO MAINTAIN THEIR DIGNITY IN THE PRIVACY OF THEIR OWN HOME.

Program Service Accomplishments

Program 1

Expenses: $41,100 Revenue: $45,135

OUR COMPANY PROVIDES TAILOR MADE SERVICES BY OUR EMPLOYEES TRAINED TO SERVICE THE CLIENTS PARTICULAR NEEDS, NOT THE STANDARD ROBOTICS PERFORMED IN A NURSING HOME FACILITY.

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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 $45,135

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $45,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,100

Other Expenses $41,100

TOTAL EXPENSES $41,100

Year-over-Year Comparison

	2023	2022	Change
Revenue	$45,135	N/A	N/A
Expenses	$41,100	N/A	N/A
Net Income	$4,035	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

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
DORIS TAN	INC	005.00	Director	$0	$0	$0
SHANNON MOSS	ADM	005.00	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
2023	$45,135	$41,100	$4,032	$4,035