Friends of the Heinz Wildlife Refuge (EIN 232889425) - 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

1997

Legal Domicile

Principal Officer

Tara Zoltek

Tax Period

2022-10-01 to 2023-09-30

Friends of the Heinz Wildlife Refuge, founded in 1997, is a small nonprofit in the Animal-Related sector that reported $331K in total revenue in fiscal year 2022. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $304K left a modest 8% surplus.

Mission

to foster support for Heinz Wildlife Refuge

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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 (2022)

Revenue Breakdown

Contributions & Grants $302,937

Program Service Revenue $0

Investment Income $21,179

Other Revenue $6,581

TOTAL REVENUE $330,697

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,969

Fundraising Expenses $839

Program Expenses $284,351

Other Expenses $278,342

TOTAL EXPENSES $304,311

Year-over-Year Comparison

	2022	2021	Change
Revenue	$330,697	$204,159	+0.6%
Expenses	$304,311	$186,411	+0.6%
Net Income	$26,386	$17,748	+0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amanda Muir	director	1.00	Director	$0	$0	$0
Duane Horne	director	1.00	Director	$0	$0	$0
Walter Nadolny	director	1.00	Director	$0	$0	$0
Tom Considine	director	1.00	Director	$0	$0	$0
Donna Roberts	director	1.00	Director	$0	$0	$0
Ann Faulds	director	2.00	Director	$0	$0	$0
Candice Thompson	director	2.00	Director	$0	$0	$0
Matt Cohen	director	1.00	Director	$0	$0	$0
Carol Armstrong	Secretary	2.00	Officer Director	$0	$0	$0
Jaclyn Rhoads	Vice-President	2.00	Officer Director	$0	$0	$0
Richard Carroll	Treasurer	2.00	Officer Director	$0	$0	$0
Mary Batt	President	2.00	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
2023	$330,697	$304,311	$252,959	$26,386
2022	$204,159	$186,411	$293,983	$17,748

Friends of the Heinz Wildlife Refuge