HERITAGE SENIOR CENTER INC

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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

1984

Legal Domicile

Principal Officer

JOYCE M BOWERS

Phone

7172927471

Tax Period

2024-07-01 to 2025-06-30

HERITAGE SENIOR CENTER INC, founded in 1984, is a small nonprofit in the Human Services sector that reported $362K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $78K, a strong 21% operating margin.

Mission

OUR MISSION IS TO PROVIDE ACTIVITES TO THOSE 60 AND OLDER WHICH ARE DESIGNED TO OVERCOME LONELINESS, COMBAT BOREDOM, ENHANCE SELF-ESTEEM, PROMOTE PERSONAL GROWTH AND ENCOURAGE INDEPENDENCE THROUGH INVOLVEMENT IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $249,394 Revenue: $298,605

PROVIDE SERVICES SUCH AS: LUNCH MEALS, HOME DELIVERED MEALS, EDUCATIONAL PROGRAMS, HEALTH PROGRAMS, AND SOCIAL ACTIVITIES FOR PERSONS OVER 60 YEARS OF AGE. AVERAGE ATTENDANCE AROUND 110 PER DAY WITH...

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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 $43,940

Program Service Revenue $292,982

Investment Income $1,194

Other Revenue $23,871

TOTAL REVENUE $361,987

Expense Breakdown

Grants Paid $78,144

Salaries & Benefits $100,739

Fundraising Expenses $293

Program Expenses $249,394

Other Expenses $105,352

TOTAL EXPENSES $284,235

Year-over-Year Comparison

	2024	2023	Change
Revenue	$361,987	$438,136	-0.2%
Expenses	$284,235	$233,751	+0.2%
Net Income	$77,752	$204,385	-0.6%

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

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

$31,571

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOYCE BOWERS	PRESIDENT	10.00	Officer Director	$0	$0	$0
JAY MUMMERT	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT BOOKWALTER LEFT 1024	SECRETARY	3.00	Officer Director	$0	$0	$0
SANDRA BAMBERGER	FINANCIAL SECRETARY	2.50	Officer Director	$0	$0	$0
SANDRA ANDERSON	BOARD DIRECTOR	2.00	Director	$0	$0	$0
LARRY ALBRIGHT LEFT 1024	BOARD DIRECTOR	3.00	Director	$0	$0	$0
FRAN BODNAR	BOARD DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM COLEMAN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ROSEMARY SIEFFERT	BOARD DIRECTOR	2.00	Director	$0	$0	$0
DENISE MILLER	EXECUTIVE DIRECTOR	40.00	Officer	$31,571	$0	$31,571

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	$361,987	$284,235	$1,714,269	$77,752
2024	$438,136	$233,751	$1,652,263	$204,385
2023	$382,533	$243,139	$1,431,127	$139,394
2022	$330,492	$186,665	$1,276,135	$143,827
2021	$383,009	$199,072	$1,131,623	$183,937
2020	$367,247	$258,752	$966,648	$108,495
2019	$584,355	$237,288	$843,853	$347,067