HERITAGE HOMESCHOOL CO-OP (EIN 200373385) - 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

2003

Legal Domicile

Principal Officer

SALLY MAN

Phone

6502106635

Tax Period

2024-07-01 to 2025-06-30

HERITAGE HOMESCHOOL CO-OP, founded in 2003, is a small nonprofit in the Education sector that reported $539K in total revenue in fiscal year 2024.

Mission

PROMOTE AND SUPPORT HOMESCHOOLING IN THE GREATER SEATTLE AREA BY PROVIDING RESOURCES, INFORMATION, AND EDUCATIONAL CLASSES TAUGHT IN A CO-OP FORMAT.

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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 $55,457

Program Service Revenue $477,382

Investment Income $6,439

Other Revenue $1

TOTAL REVENUE $539,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,850

Fundraising Expenses $5,838

Program Expenses $519,807

Other Expenses $531,888

TOTAL EXPENSES $533,738

Year-over-Year Comparison

	2024	2023	Change
Revenue	$539,279	$522,309	+0.0%
Expenses	$533,738	$490,891	+0.1%
Net Income	$5,541	$31,418	-0.8%

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

224

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

$555

Total Directors

$1,850

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY BOVENKAMP	MEMBER	8.00	Director	$185	$0	$185
JOANA BAUMANN	MEMBER	8.00	Director	$185	$0	$185
KAREN LIN	MEMBER	8.00	Director	$185	$0	$185
TARA HIRJAK	MEMBER	8.00	Director	$185	$0	$185
HEIDI-LYN MENSONIDES	MEMBER	8.00	Officer Director	$185	$0	$185
SALLY MAN	TREASURER	8.00	Officer Director	$185	$0	$185
SUZIE FRANSON	MEMBER	8.00	Officer Director	$185	$0	$185
TANYA EDDEN	MEMBER	9.00	Director	$185	$0	$185
MELISSA MCCONNEL	MEMBER	8.00	Director	$185	$0	$185
MICHELLE DAMOUR	MEMBER	9.00	Director	$185	$0	$185

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
2025	$539,279	$533,738	$227,084	$5,541
2024	$522,309	$490,891	$220,812	$31,418
2023	$447,932	$452,348	$189,394	$-4,416
2022	$448,541	$368,553	$193,810	$79,988
2020	$455,983	$405,931	$225,856	$50,052
2019	$485,273	$545,675	$175,890	$-60,402
2018	$468,991	$357,615	$236,206	$111,376

HERITAGE HOMESCHOOL CO-OP