THE PROVIDENTIAL HERITAGE ACADEMY (EIN 264137583) - 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

2009

Legal Domicile

Phone

9098445590

Tax Period

2025-01-01 to 2025-12-31

THE PROVIDENTIAL HERITAGE ACADEMY, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $302K in total revenue in fiscal year 2025. The organization ran a surplus of $93K, a strong 31% operating margin.

Mission

WE PROVIDE THE COMMUNITY WITH AN OPPORTUNITY TO OBTAIN A GLIMPSE INTO THEIR PIONEER HERITAGE THROUGH AUTHENTIC PERIOD SPECIFIC REENACTMENTS AND ACTIVITIES. WE CATER TO SCHOOLS, CHURCHES AND THE GENERAL PUBLIC.WE EDUCATE THE PUBLIC ON THE POSSIBILITY OF GREENER LIVING, THROUGH EDUCATION AND EXAMPLE OF ORGANIC FARMING AND A ZERO CARBON FOOTPRINT LIVING EXPERIENCE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $301,953

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $301,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,353

Other Expenses $209,064

TOTAL EXPENSES $209,064

Year-over-Year Comparison

	2025	2024	Change
Revenue	$301,953	$311,693	0.0%
Expenses	$209,064	$230,072	-0.1%
Net Income	$92,889	$81,621	+0.1%

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

N/A

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
EMMA RILEY	CEO	10.00	Director	$0	$0	$0
MEGAN KETCHUM	CFO	2.00	Director	$0	$0	$0
JAY P MORGAN	Secretary	2.00	Director	$0	$0	$0
LYNN BOGH	Chairman	2.00	Director	$0	$0	$0
CHASE SCHILLING	Director	2.00	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
2025	$301,953	$209,064	$194,130	$92,889
2024	$311,693	$230,072	$101,241	$81,621
2023	$286,718	$339,671	$19,620	$-52,953
2022	$378,654	$416,402	$72,573	$-37,748
2021	$287,675	$269,567	$110,321	$18,108
2019	$256,126	$237,241	$85,864	$18,885
2018	$300,564	$255,600	$66,979	$44,964

THE PROVIDENTIAL HERITAGE ACADEMY