HERITAGE DEFENSE (EIN 271286880) - 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

Principal Officer

DON HART

Phone

8005155901

Tax Period

2023-01-01 to 2023-12-31

HERITAGE DEFENSE, founded in 2009, is a small nonprofit in the Civil Rights & Advocacy sector that reported $857K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $165K, a strong 19% operating margin.

Mission

TO ADVANCE THE KINGDOM OF CHRIST BY PROTECTING AND EMPOWERING THE BIBLICAL FAMILY THROUGH THE PROTECTION OF CHILDREN AND THE PRESERVATION OF CIVIL RIGHTS AND CIVIL LIBERTIES SECURED BY LAW FOR BOTH PARENTS AND CHILDREN.

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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 $856,936

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $856,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $274,149

Fundraising Expenses $57,164

Program Expenses $465,459

Other Expenses $417,832

TOTAL EXPENSES $691,981

Year-over-Year Comparison

	2023	2022	Change
Revenue	$856,936	$705,551	+0.2%
Expenses	$691,981	$553,415	+0.3%
Net Income	$164,955	$152,136	+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

Employees

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

$164,861

Total Directors

$42,144

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON HART	PRESIDENT AND DIRECTOR	6.00	Officer Director	$20,694	$0	$42,144
JIM ZES	DIRECTOR	0.20	Director	$0	$0	$0
TOM FORD	DIRECTOR	0.20	Director	$0	$0	$0
BRADLEY PIERCE	VP & GENERAL COUNSEL; SECR	26.00	Officer	$98,517	$0	$122,717

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	No data	No data	No data	No data
2023	$856,936	$691,981	$680,019	$164,955
2022	$705,551	$553,415	$511,406	$152,136
2021	$567,921	$402,022	$357,467	$165,899
2020	$384,318	$307,192	$184,620	$77,126
2019	$274,192	$239,538	$132,114	$34,654
2018	$213,983	$163,336	$80,732	$50,647

HERITAGE DEFENSE