OAKLAND HERITAGE COMMUNITY FOUNDATION INC (EIN 270512338) - 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

2010

Legal Domicile

Principal Officer

MARGARET JAMISON

Phone

3013342691

Tax Period

2024-07-01 to 2025-06-30

OAKLAND HERITAGE COMMUNITY FOUNDATION INC, founded in 2010, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $73K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Net assets of $298K represent 49 months of operating reserves.

Mission

TO PROMOTE THE PRESERVATION OF CULTURALLY SIGNIFICANT AND HISTORIC BUILDINGS, FIXTURES AND HERITAGE OF THE COMMUNITY. THE ORGANIZATION STRIVES TO EDUCATE THE PUBLIC AND PROMOTE THE INTEREST IN THE PRESERVATION AND REJUVENATION OF THE DOWNTOWN AREA WITH SEMINARS, MEETINGS,EXHIBITS, AND SPECIAL EVENTS AND BROCHURES.

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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 $27,485

Program Service Revenue $39,051

Investment Income $699

Other Revenue $6,120

TOTAL REVENUE $73,355

Expense Breakdown

Grants Paid $25,342

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,243

Other Expenses $53,903

TOTAL EXPENSES $79,245

Year-over-Year Comparison

	2024	2023	Change
Revenue	$73,355	$98,931	-0.3%
Expenses	$79,245	$94,269	-0.2%
Net Income	$-5,890	$4,662	-2.3%

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	Role	Reportable Comp	Other Comp	Total
ANDREW HARVEY	MEMBER	Director	$0	$0	$0
MARGARET PEGGY JAMISON	PRESIDENT	Officer	$0	$0	$0
ANDREW SAUDER	VICE PRESIDENT	Officer	$0	$0	$0
RANDY BITTINGER	TREASURER	Officer	$0	$0	$0
VALERIE STEMAC	SECRETARY	Officer	$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	$73,355	$79,245	$300,743	$-5,890
2024	$98,931	$94,269	$334,522	$4,662
2023	$79,921	$70,728	$333,035	$9,193
2022	$97,553	$60,845	$293,777	$36,708
2021	$182,725	$193,246	$258,412	$-10,521
2020	$45,120	$65,087	$268,010	$-19,967
2019	$84,402	$65,795	$286,671	$18,607
2018	$232,871	$55,274	$266,725	$177,597

OAKLAND HERITAGE COMMUNITY FOUNDATION INC