HERITAGE SOCIETY OF WASHINGTON COUNTY (EIN 237115373) - 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

1971

Legal Domicile

Principal Officer

HANNAH JENKINS

Phone

9792519322

Tax Period

2024-01-01 to 2024-12-31

HERITAGE SOCIETY OF WASHINGTON COUNTY, founded in 1971, is a small nonprofit that reported $134K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $76K, a strong 57% operating margin.

Mission

PRESERVATION OF HISTORICAL BUILDINGS

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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 $34,482

Program Service Revenue $0

Investment Income $24,314

Other Revenue $74,779

TOTAL REVENUE $133,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,929

Other Expenses $57,634

TOTAL EXPENSES $57,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,575	$108,580	+0.2%
Expenses	$57,634	$60,789	-0.1%
Net Income	$75,941	$47,791	+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

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
MICHAEL GROVES	PARLIAMENTARIAN	1.00	Officer Director	$0	$0	$0
DAN BLALOCK	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HANNAH JENKINS	TREASURER	2.00	Officer Director	$0	$0	$0
RACHEL NORDT	SECRETARY	1.00	Officer Director	$0	$0	$0
DEBI MESCHWITZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
COTY HINZE	CHAIR - BELLES & FUNDRAISING/EVENTS	1.00	Director	$0	$0	$0
BETSY SPILLER	CHAIR-TOURS	1.00	Director	$0	$0	$0
PAULA BULS	CHAIR - MEMBERSHIP	1.00	Director	$0	$0	$0
LAUREN SINCLAIR	CHAIR - GRANTS	1.00	Director	$0	$0	$0
KORI KELM	CHAIR - MEDIA	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	$133,575	$57,634	$1,555,040	$75,941
2023	$108,580	$60,789	$1,479,099	$47,791
2022	$92,618	$51,219	$1,431,307	$41,399
2021	$116,488	$46,402	$1,388,072	$70,086
2020	$75,367	$46,714	$1,317,986	$28,653
2019	$-115,741	$42,833	$1,289,333	$-158,574

HERITAGE SOCIETY OF WASHINGTON COUNTY