Heron Institute (EIN 260027317) - 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

2022

Legal Domicile

Principal Officer

Sheron Fruehauf

Phone

5036952955

Tax Period

2024-01-01 to 2024-12-31

Heron Institute, founded in 2022, is a small nonprofit in the Education sector that reported $184K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $85K, a strong 46% operating margin.

Mission

The Heron Institute has been formed to promote education and research about holistic health care and environmental practices.

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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 $59,685

Program Service Revenue $124,630

Investment Income $0

Other Revenue $0

TOTAL REVENUE $184,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,000

Program Expenses $81,352

Other Expenses $98,981

TOTAL EXPENSES $98,981

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,315	$227,156	-0.2%
Expenses	$98,981	$162,599	-0.4%
Net Income	$85,334	$64,557	+0.3%

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
Heinrich Fruehauf	President	1.00	Officer Director	$0	$0	$0
Laurie Regan	Board Member	1.00	Director	$0	$0	$0
Bill Frazier	Board Member	1.00	Director	$0	$0	$0
Tamara Standt	Board Member	1.00	Director	$0	$0	$0
Carol Ferris	Secretary	1.00	Director	$0	$0	$0
Sheron Fruehauf	Executive Dir.	1.00	Officer Director	$0	$0	$0
Robert Quinn	Director	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	$184,315	$98,981	$620,291	$85,334
2023	$227,156	$162,599	$321,431	$64,557

Heron Institute