HERITAGE FRESNO (EIN 061731958) - 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

2004

Legal Domicile

Phone

5592693226

Tax Period

2024-01-01 to 2024-12-31

HERITAGE FRESNO, founded in 2004, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $9K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $10K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROTECT HISTORICAL BUILDINGS AND LANDMARKS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,262

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $9,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,471

Other Expenses $10,302

TOTAL EXPENSES $10,302

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,262	$25,647	-0.6%
Expenses	$10,302	$19,418	-0.5%
Net Income	$-1,040	$6,229	-1.2%

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

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
LINDA HAMILTON	Treasurer	1.00	Officer Director	$0	$0	$0
LINDA SCAMBRAY	President	1.00	Officer Director	$0	$0	$0
BARBARA WHITE	Secretary	1.00	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	$9,262	$10,302	$11,481	$-1,040
2023	$25,647	$19,418	$12,521	$6,229
2022	$16,028	$10,694	$8,233	$5,334
2021	$7,768	$11,453	$2,899	$-3,685
2020	$5,457	$9,848	$6,584	$-4,391
2019	$10,697	$6,752	$10,975	$3,945
2019	No data	No data	No data	No data
2018	$791	$45,365	$7,030	$-44,574

HERITAGE FRESNO