GLOBAL HERITAGE FUND (EIN 205009512) - 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

2006

Legal Domicile

Principal Officer

REBECCA JOHNSON

Phone

9179295766

Tax Period

2023-04-01 to 2024-03-31

GLOBAL HERITAGE FUND, founded in 2006, is a micro nonprofit in the Social Science sector that reported $41K in total revenue in fiscal year 2023. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $294K exceeded revenue, resulting in a 610% operating deficit.

Mission

TRANSFORMING COMMUNITIES THROUGH CULTURAL HERITAGE PRESERVATION.

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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 $40,972

Program Service Revenue $0

Investment Income $37

Other Revenue $374

TOTAL REVENUE $41,383

Expense Breakdown

Grants Paid $220,420

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $277,301

Other Expenses $73,494

TOTAL EXPENSES $293,914

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,383	$589,579	-0.9%
Expenses	$293,914	$945,565	-0.7%
Net Income	$-252,531	$-355,986	-0.3%

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

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

$798,960

Total Directors

$798,960

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSEMARY KING	CHAIR	1.00	Officer Director	$0	$0	$0
BENEDICTE DE MONTLAUR	PRESIDENT AND CEO	1.00	Officer Director	$0	$44,743	$456,136
REBECCA JOHNSON	CHIEF FINANCIAL AND ADMIN OFFICER	1.00	Officer Director	$0	$3,510	$98,222
JONATHAN BELL	VICE PRESIDENT OF PROGRAMS	1.00	Officer Director	$0	$39,955	$244,602
RUSSELL PLATT	SECRETARY (TO 5/2023)	1.00	Officer Director	$0	$0	$0
ROB HARPER	TREASURER (TO 5/2023)	1.00	Officer Director	$0	$0	$0
PATRICK FRANCO	VICE CHAIR (TO 5/2023)	1.00	Officer Director	$0	$0	$0
GEORGE SYCIP	BOARD MEMBER (TO 5/2023)	1.00	Director	$0	$0	$0
JOY OU	BOARD MEMBER (TO 5/2023)	1.00	Director	$0	$0	$0
KENNETH HITZ	BOARD MEMBER (TO 5/2023)	1.00	Director	$0	$0	$0
LUCIE JAY	BOARD MEMBER (TO 5/2023)	1.00	Director	$0	$0	$0
DAN WINEY	BOARD MEMBER (TO 5/2023)	1.00	Director	$0	$0	$0
DAUN PARIS HAUSPURG	BOARD MEMBER (TO 5/2023)	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	$41,383	$293,914	$19,024	$-252,531
2023	$589,579	$945,565	$325,051	$-355,986
2022	$1,507,361	$1,276,520	$834,394	$230,841
2021	$811,494	$966,745	$531,564	$-155,251
2019	$1,059,695	$1,380,514	$761,887	$-320,819

GLOBAL HERITAGE FUND