PIKE COUNTY HEART BOARD

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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

TERESA DOTY

Phone

3343722024

Tax Period

2023-07-21 to 2023-12-31

PIKE COUNTY HEART BOARD, founded in 2023, is a micro nonprofit in the Medical Research sector that reported $8K in total revenue in fiscal year 2023. The organization ran a surplus of $6K, a strong 82% operating margin.

Mission

TO SAVE LIVES BY PROMOTING HEART HEALTH AND STROKE AWARENESS THROUGHOUT PIKE COUNTY, ALABAMA.

Program Service Accomplishments

Program 1

Expenses: $250

TO PROVIDE LOCAL SUPPORT AND EDUCATION FOR HEART HEALTH AND STROKE AWARENESS.

Program 2

TO PROVIDE SUPPORT TO THE NATIONAL AMERICAN HEART ASSOCIATION.

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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 $7,560

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,560

Expense Breakdown

Grants Paid $250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250

Other Expenses $1,078

TOTAL EXPENSES $1,328

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,560	N/A	N/A
Expenses	$1,328	N/A	N/A
Net Income	$6,232	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

N/A

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
ELIZABETH BURDICK	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
TRACEY DAVIS	TREASURER	3.00	Officer Director	$0	$0	$0
TERESA DOTY	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALICIA WHITTINGTON	SECRETARY	3.00	Officer 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	$7,560	$1,328	$12,192	$6,232