Helping Establish Assistance Resource Team Heart
Nonprofit profile at a glance
- EIN
- 824529973
- IRS 990 coverage
- 2020–2025
- Official website data refreshed
- Jul 2026
- Forms available
- Form 990 2025
- Location
- Aptos, CA, USA
- Phone
- 9166235360
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Victims' Services
Reported finances
- Revenue
- $273,234
- Expenses
- $297,113
- Assets
- $13,209
- Liabilities
- $10,269
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Antonnette Koretie (President)
Highest reported compensation
- Jo Ann Goodwin (Executive Dir.): $8,584 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
HEART4Victims (Helping Establish Assistance Resource Team) is a mission-driven nonprofitfounded in February 2018 in Sacramento by retired California victimcompensation program staff and IT professionals. HEART's mission is to leverage innovative technology to help government and nonprofit service providers better serve crime victims, ensuring those victims receive compassionate assistance tailored to their situations.HEART4Victims is a non-profit organization dedicated to assisting victims of crime seeking assistance from government programs, service providers, victim advocates, and attorney representatives. HEART4Victimshas identified many resources, including potential financial compensation, that may be available to victims and their families. HEART4Victims works to simplify the processes of obtaining financial assistance and other victim related services.HEART4Victims also provides technology solutions to Victim of Crime Administrators and service providers. Technology solutions in
What it reported doing in 2025
Awarded a three year grant in partnership with the Alaska Victims of Violent Crime Compensation Program.A five year contract with the State of Oklahoma to implement VCPMS (Victims of Crime Program Management System).State of Maine Hosting O/M contract.The focus was on the following: HEART staff assist victims of crime in California to navigate the CalVCB (California Victim Compensation Board) website online application and Appeal process free of charge.VCPMS-build claim management systems for State Victim of Crime Programs in the USAProvide VCPMS (Victims of Crime Program Management System) - claim management system hosting service.HEART brings deep victim-services domain expertise to each VCPMS deployment implementing and configuring the platform for each state program, interacting with program staff through implementation and support, and ensuring the platform stays grounded in what actually helps victims and victim service providers.
Operating model
- Revenue model
- Earned-program. 98% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 90
- Accountability: 90
- Sustainability: 15
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 92.7%; rating input score 93
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 6 of 8 controls in place; rating input score 75
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -8.7%; rating input score 20; 20th percentile among comparable filings
- Total-asset coverage ratio: 0.04; rating input score 4; 4th percentile among comparable filings
- Liabilities to assets ratio: 0.78; rating input score 5; 5th percentile among comparable filings
- Officer compensation ratio: 2.9%; rating input score 32; 32nd percentile among comparable filings
Growth
- Program expense growth: -22% per year; rating input score 0; 6th percentile among comparable filings
- Revenue growth: -19.2% per year; rating input score 0; 3rd percentile among comparable filings
- Asset growth: -19.2% per year; rating input score 0; 3rd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 92.7% of spending went to programs
- Governance: 3 of 3 board members independent · 6 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $275K in reported program spending
- Leadership: top reported pay $9K · 4 people listed
- Consistency: 26 of 26 current checks pass
- Schedules: 4 filed schedules
- Filing history: 6 filing years from 2020 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 20/100.
- High — Sustainability: Total-asset coverage ratio scored 4/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 5/100.
- Moderate — Sustainability: Officer compensation ratio scored 32/100.
- High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.