HERITAGE PA (EIN 251732505) - 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

1994

Legal Domicile

Principal Officer

CAIN CHAMBERLIN

Phone

7172342310

Tax Period

2020-01-01 to 2020-12-31

HERITAGE PA, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $233K in total revenue in fiscal year 2020. Revenue surged 352% from the prior year, signaling strong growth momentum. The organization ran a surplus of $165K, a strong 71% operating margin.

Mission

HERITAGE PA IS COMMITTED TO HELPING THE STATE'S HERITAGE AREAS BECOME MORE EFFECTIVE BY PROVIDING THE BENEFIT OF COLLECTIVE EXPERIENCE AND EXPERTISE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $229,202

Program Service Revenue $3,600

Investment Income $0

Other Revenue $0

TOTAL REVENUE $232,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,601

Other Expenses $67,415

TOTAL EXPENSES $67,415

Year-over-Year Comparison

	2020	2019	Change
Revenue	$232,802	$51,506	+3.5%
Expenses	$67,415	$54,321	+0.2%
Net Income	$165,387	$-2,815	-59.8%

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

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
CAIN CHAMBERLIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
ELAINE PAUL SCHAEFER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LAUREN KOKER	SECRETARY	2.00	Officer Director	$0	$0	$0
HOLLY KOMONCZI	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER BURDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
AUGUST CARLINO	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH COLLIER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH CORCORAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CANDACE HILLYARD	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK PLATTS	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAIRE SADLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE SHEFFIELD	BOARD MEMBER	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
2020	$232,802	$67,415	$196,352	$165,387

HERITAGE PA