HERITAGE CONSERVANCY INC (EIN 236296515) - 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

1958

Legal Domicile

Principal Officer

WILLIAM KUNZE

Phone

2153457020

Tax Period

2024-01-01 to 2024-12-31

HERITAGE CONSERVANCY INC, founded in 1958, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $12.5M in total revenue in fiscal year 2024. Revenue surged 153% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.3M, a strong 75% operating margin.

Mission

WE ARE A COMMUNITY BASED ORGANIZATION DEDICATED TO THE PRESERVATION AND PROTECTION OF SIGNIFICANT OPEN SPACES, NATURAL RESOURCES, AND OUR HISTORIC HERITAGE.

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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 $11,044,758

Program Service Revenue $342,031

Investment Income $571,798

Other Revenue $500,344

TOTAL REVENUE $12,458,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,985,291

Fundraising Expenses $518,378

Program Expenses $2,157,028

Other Expenses $1,175,302

TOTAL EXPENSES $3,160,593

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,458,931	$4,920,932	+1.5%
Expenses	$3,160,593	$3,025,600	+0.0%
Net Income	$9,298,338	$1,895,332	+3.9%

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

335

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

$321,753

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA RIEDERS PHD	CHAIR	2.00	Officer Director	$0	$0	$0
LYNN T BUSH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RICHARD HENRIQUES	TREASURER	2.00	Officer Director	$0	$0	$0
JEFFREY H NICHOLAS ESQ	SECRETARY	2.00	Officer	$0	$0	$0
BRIAN J CLARK ESQ	ASSIST. SECR	2.00	Officer	$0	$0	$0
R BRENT ALDERFER	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA BUSHNELL	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER B CHANDOR ESQ	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN G DARLINGTON	DIRECTOR	2.00	Director	$0	$0	$0
RALPH C FEY AIA	DIRECTOR	2.00	Director	$0	$0	$0
LOUIS J LOMBARDI	DIRECTOR	2.00	Director	$0	$0	$0
DAVID OXLEY	DIRECTOR	2.00	Director	$0	$0	$0
FRANK C PALOPOLI	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN L PHILLIPS	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN PUTMAN JR	DIRECTOR	2.00	Director	$0	$0	$0
DR SCOTT REINES MD PHD	DIRECTOR	2.00	Director	$0	$0	$0
BETH SNYDER DMD	DIRECTOR	2.00	Director	$0	$0	$0
JULIA R TONER ESQ	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM KUNZE	PRESIDENT	37.50	Officer	$178,875	$21,802	$200,677
KRIS KERN	VICE PRESIDE	37.50	Officer	$111,070	$10,006	$121,076

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	No data	No data	No data	No data
2024	$12,458,931	$3,160,593	$39,052,467	$9,298,338
2023	$4,920,932	$3,025,600	$28,667,655	$1,895,332
2022	$2,256,496	$3,097,180	$28,109,274	$-840,684
2021	$3,652,763	$2,318,715	$30,719,315	$1,334,048
2020	$7,422,682	$6,007,411	$28,658,448	$1,415,271
2019	$3,358,985	$2,597,148	$25,490,344	$761,837
2018	$2,622,775	$2,571,320	$23,576,272	$51,455

HERITAGE CONSERVANCY INC