HERITAGE ACTION FOR AMERICA (EIN 272244700) - 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

KEVIN ROBERTS

Phone

2025485280

Tax Period

2023-01-01 to 2023-12-31

HERITAGE ACTION FOR AMERICA, founded in 2010, is a mid-sized nonprofit in the Health Care sector that reported $12.7M in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $14.3M exceeded revenue, resulting in a 13% operating deficit.

Mission

HERITAGE ACTION FOR AMERICA, INC. ("HAFA") PROMOTES CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE.

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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 $9,185,970

Program Service Revenue $3,500,000

Investment Income $-8,175

Other Revenue $21,464

TOTAL REVENUE $12,699,259

Expense Breakdown

Grants Paid $576,095

Salaries & Benefits $4,663,206

Fundraising Expenses $2,839,260

Program Expenses $10,835,713

Other Expenses $8,726,897

TOTAL EXPENSES $14,343,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,699,259	$20,906,989	-0.4%
Expenses	$14,343,938	$20,985,466	-0.3%
Net Income	$-1,644,679	$-78,477	+20.0%

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

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

$2,042,194

Total Directors

$418,343

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA ANDERSON	EXECUTIVE DIRECTOR	40.00	Officer Director	$382,430	$35,913	$418,343
SEAN FIELER	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY GROSSMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
REBEKAH MERCER	BOARD MEMBER	1.00	Director	$0	$0	$0
NERSI NAZARI PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
KEVIN ROBERTS	PRESIDENT	8.00	Officer	$167,745	$87,469	$926,195
GARRETT BESS	VICE PRESIDENT	40.00	Officer	$142,627	$10,857	$153,484
RYAN WALKER	EXECUTIVE VICE PRESIDENT	40.00	Officer	$237,795	$57,806	$295,601
IAN ARTINGER	VP OF DIGITAL ADVOCACY & TREASURER	40.00	Officer	$206,308	$42,263	$248,571
JANAE STRACKE	VP, OUTREACH & ADVOCACY	22.00	Highest	$115,312	$35,708	$245,366
CATHERINE GUNSALUS	STATE ADVOCACY DIRECTOR	40.00	Highest	$151,065	$11,052	$162,117
SARAH FELDPAUSCH	DIRECTOR OF HOUSE RELATIONS	40.00	Highest	$128,290	$8,998	$137,288
JASMINE VAKERICS	MAJOR GIFT OFFICER	40.00	Highest	$124,301	$5,003	$129,304
STEPHANIE KREUZ	DIRECTOR OF SENTINEL ENGAGEMENT	40.00	Highest	$107,120	$6,302	$113,422

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	$12,699,259	$14,343,938	$4,223,993	$-1,644,679
2022	$20,906,989	$20,985,466	$6,408,530	$-78,477
2021	$18,461,249	$21,853,746	$7,058,067	$-3,392,497
2020	$15,897,373	$15,564,208	$9,912,333	$333,165
2019	$11,685,980	$9,336,753	$8,896,810	$2,349,227
2018	$11,320,527	$10,995,704	$6,308,934	$324,823

HERITAGE ACTION FOR AMERICA