HERITAGE OAK FOUNDATION INC

EIN: 161325908 501(c)(3)

WILLIAMSVILLE, NY

Total Revenue
$270,081
Total Expenses
$253,473
Total Assets
$465,044
Net Assets
$465,044
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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
1987
Legal Domicile
NY
Principal Officer
EMILY MILLER
Phone
7168338603
Tax Period
2019-01-01 to 2019-12-31

HERITAGE OAK FOUNDATION INC, founded in 1987, is a small nonprofit that reported $270K in total revenue in fiscal year 2019. Revenue surged 632% from the prior year, signaling strong growth momentum. Expenses of $253K left a modest 6% surplus.

Mission

THE HERITAGE OAK FOUNDATION SUPPORTS CHILDREN AND ADULTS WITH DISABILITIES, ALONG WITH THEIR FAMILIES AND VARIOUS AGENCIES WORKING TO SUPPORT THEM, BY PROVIDING ALL SUCH INDIVIDUALS AND AGENCIES WITH A VARIETY OF RESOURCES THAT ARE BOTH FINANCIAL AND NON-FINANCIAL IN NATURE.

Program Service Accomplishments

Program 1
Expenses: $250,000

THE HERITAGE OAK FOUNDATION SUPPORTS CHILDREN AND ADULTS WITH DISABILITIES, ALONG WITH THEIR FAMILIES AND VARIOUS AGENCIES WORKING TO SUPPORT THEM, BY PROVIDING ALL SUCH INDIVIDUALS AND AGENCIES WITH...

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THE HERITAGE OAK FOUNDATION SUPPORTS CHILDREN AND ADULTS WITH DISABILITIES, ALONG WITH THEIR FAMILIES AND VARIOUS AGENCIES WORKING TO SUPPORT THEM, BY PROVIDING ALL SUCH INDIVIDUALS AND AGENCIES WITH A VARIETY OF RESOURCES THAT ARE BOTH FINANCIAL AND NON-FINANCIAL IN NATURE. THIS SUPPORT IS ACCOMPLISHED BY SECURING MONETARY DONATIONS, RESOURCES, PLANNED GIVING OPPORTUNITIES, GIFTS-IN-KIND, AND CORPORATE SPONSORSHIPS FROM THE COMMUNITY AND OTHER FUNDERS. CURRENTLY THE FOUNDATION ACCOMPLISHES THEIR MISSIONS BY PROVIDING A MAJORITY OF THEIR SUPPORT TO THE ARC ERIE COUNTY AN AFFILIATED ORGANIZATION WHOSE MISSION IS: TO SUPPORT CHILDREN AND ADULTS WITH DISABILITIES, AND THEIR FAMILIES, IN ACHIEVING THEIR DESIRED QUALITY OF LIFE BY CREATING OPPORTUNITIES THROUGH COMPREHENSIVE SERVICES TO IMPROVE THE QUALITY OF LIFE IN EVERY MANNER POSSIBLE.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $82,798
Program Service Revenue $0
Investment Income $16,262
Other Revenue $171,021
TOTAL REVENUE $270,081

Expense Breakdown

Grants Paid $250,000
Salaries & Benefits $0
Fundraising Expenses $2,743
Program Expenses $250,000
Other Expenses $3,473
TOTAL EXPENSES $253,473

Year-over-Year Comparison

2019 2018 Change
Revenue $270,081 $36,911 +6.3%
Expenses $253,473 $59,850 +3.2%
Net Income $16,608 $-22,939 -1.7%
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

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
7

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
3
$175,181
Total Directors
8
$175,181
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOUGLAS DIGESARE CEO 0.50
Officer Director
$0 $3,400 $175,181
DANIELLE EISEN SHAINBROWN CHARIMAN 0.50
Officer Director
$0 $0 $0
PATRICK YOUNG DIRECTOR 0.50
Director
$0 $0 $0
KEVIN O'LEARY SECRETARY 0.50
Officer Director
$0 $0 $0
DAVID SHUTE DIRECTOR 0.50
Director
$0 $0 $0
PETER MARTIN DIRECTOR 0.50
Director
$0 $0 $0
BRIAN ATTEA DIRECTOR 0.50
Director
$0 $0 $0
ANDREW COVEY DIRECTOR 0.50
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
2019 $270,081 $253,473 $465,044 $16,608
2018 $36,911 $59,850 $750,051 $-22,939
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