HERITAGE COMMUNITY INITIATIVES

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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

1983

Legal Domicile

Principal Officer

PAULA G MCWILLIAMS

Phone

4123510535

Tax Period

2023-07-01 to 2024-06-30

HERITAGE COMMUNITY INITIATIVES, founded in 1983, is a community nonprofit in the Health Care sector that reported $5.6M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

HERITAGE COMMUNITY INITIATIVES IS A PENNSYLVANIA NON-PROFIT ORGANIZATION FOUNDED IN 1983. THE MISSION OF HERITAGE COMMUNITY INITIATIVES IS TO ENABLE INDIVIDUALS AND ORGANIZATIONS TO IMPROVE HEALTH, EDUCATION, ECONOMIC STRENGTH, AND SOCIAL VITALITY IN THEIR COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $2,865,614 Revenue: $184,888

HERITAGE COMMUNITY INITIATIVES IS HONORED TO CELEBRATE OUR FOURTH DECADE OF SERVING FAMILIES IN FORTY COMMUNITIES WITHIN EASTERN ALLEGHENY COUNTY THROUGH OUR EDUCATION, TRANSPORTATION, AND NUTRITION PROGRAMS:EDUCATION - EACH YEAR, HERITAGE COMMUNITY INITIATIVES PROVIDES HIGHLY ACCREDITED ACADEMICALLY-BASED EARLY LEARNING AND OUT-OF-SCHOOL TIME PROGRAMMING FOR OVER 300 AT RISK CHILDREN.

Program 2

Expenses: $1,544,800 Revenue: $16,629

TRANSPORTATION - HERITAGE COMMUNITY TRANSPORTATION, A FIXED-ROUTE TRANSIT SERVICE IN OPERATION FOR 20 YEARS, PROVIDES NEARLY 8,000 RIDES EACH MONTH FOR RESIDENTS IN LARGELY TRANSIT-ISOLATED...

TRANSPORTATION - HERITAGE COMMUNITY TRANSPORTATION, A FIXED-ROUTE TRANSIT SERVICE IN OPERATION FOR 20 YEARS, PROVIDES NEARLY 8,000 RIDES EACH MONTH FOR RESIDENTS IN LARGELY TRANSIT-ISOLATED COMMUNITIES. HERITAGE COMMUNITY INITIATIVES IS THE ONLY HUMAN SERVICES NONPROFIT IN THE COMMONWEALTH DESIGNATED AS A PROVIDER OF PUBLIC TRANSPORTATION.

Program 3

Expenses: $608,464

NUTRITION - MORE THAN 100,000 MEALS ARE SERVED EACH YEAR BY OUR NUTRITION SERVICES WHICH PROVIDES SOLUTIONS IN MEAL PLANNING, ORDERING, PREPARATION, AND DELIVERY WHILE CREATING HEALTHY OPTIONS FOR...

NUTRITION - MORE THAN 100,000 MEALS ARE SERVED EACH YEAR BY OUR NUTRITION SERVICES WHICH PROVIDES SOLUTIONS IN MEAL PLANNING, ORDERING, PREPARATION, AND DELIVERY WHILE CREATING HEALTHY OPTIONS FOR YOUTH AND SENIOR POPULATIONS.

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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 $5,216,399

Program Service Revenue $201,517

Investment Income $59,250

Other Revenue $158,842

TOTAL REVENUE $5,636,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,744,753

Fundraising Expenses $296,563

Program Expenses $5,018,878

Other Expenses $3,086,168

TOTAL EXPENSES $5,830,921

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,636,008	$4,730,100	+0.2%
Expenses	$5,830,921	$4,977,963	+0.2%
Net Income	$-194,913	$-247,863	-0.2%

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

$181,457

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GUMPHER	TRUSTEE	1.00	Director	$0	$0	$0
DR STANLEY HERMAN	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM BARRON	TRUSTEE	1.00	Officer Director	$0	$0	$0
MARY JO GUERCIO EDD	BOARD SECRETARY	1.00	Director	$0	$0	$0
DAVID MASSARO	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD BUTLER	TRUSTEE	1.00	Director	$0	$0	$0
DR JIMYSE BROWN	TRUSTEE	0.00	Director	$0	$0	$0
JOHN STOCKHAUSEN	TREASURER	1.00	Officer Director	$0	$0	$0
JASON YARBROUGH	TRUSTEE	1.00	Director	$0	$0	$0
AMY NIXON	TRUSTEE	1.00	Director	$0	$0	$0
DR EZZ-ELDIN MOUKAMAL	TRUSTEE	1.00	Director	$0	$0	$0
PAULA G MCWILLIAMS	PRESIDENT/CEO	40.00	Officer	$167,379	$14,078	$181,457

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	$5,636,008	$5,830,921	$3,536,415	$-194,913
2023	$4,730,100	$4,977,963	$3,635,415	$-247,863
2022	$4,220,898	$4,240,400	$3,376,185	$-19,502
2021	$4,097,397	$3,860,710	$3,591,779	$236,687
2020	$3,982,975	$3,555,859	$3,695,097	$427,116
2019	$3,467,785	$3,426,672	$3,124,383	$41,113
2018	$3,341,174	$3,299,204	$3,206,115	$41,970