HERITAGE EDUCATIONAL FOUNDATION (EIN 203534660) - 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

2005

Legal Domicile

Principal Officer

ELIEZER DIMARSKY

Tax Period

2023-07-01 to 2024-06-30

HERITAGE EDUCATIONAL FOUNDATION, founded in 2005, is a small nonprofit in the Arts, Culture & Humanities sector that reported $306K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $191K, a strong 62% operating margin.

Mission

PROMOTING JEWISH CULTURE TO IMMIGRANTS FROM THE FORMER SOVIET UNION

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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 $213,252

Program Service Revenue $93,090

Investment Income $0

Other Revenue $0

TOTAL REVENUE $306,342

Expense Breakdown

Grants Paid $68,686

Salaries & Benefits $0

Fundraising Expenses $500

Program Expenses $108,769

Other Expenses $46,432

TOTAL EXPENSES $115,118

Year-over-Year Comparison

	2023	2022	Change
Revenue	$306,342	$216,705	+0.4%
Expenses	$115,118	$45,760	+1.5%
Net Income	$191,224	$170,945	+0.1%

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
SVETLANA PRITZKER	DIRECTOR	5.00	Director	$0	$0	$0
AVRAHAM DIMARSKY	TREASURER	10.00	Officer Director	$0	$0	$0
ELIEZER DIMARSKY	EXECUTIVE DIRECTOR	20.00	Officer Director	$0	$0	$0
ADINA DIMARSKY	SECRETARY	5.00	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	$306,342	$115,118	$362,288	$191,224
2023	$216,705	$45,760	$171,064	$170,945

HERITAGE EDUCATIONAL FOUNDATION