DAHLGREN HERITAGE FOUNDATION (EIN 273660207) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Tax Period

2023-09-01 to 2024-08-31

DAHLGREN HERITAGE FOUNDATION, founded in 2010, is a micro nonprofit in the Human Services sector that reported $50K in total revenue in fiscal year 2018. Revenue surged 44% from the prior year, signaling strong growth momentum. Net assets of $110K represent 26 months of operating reserves.

Mission

SUPPORT OF THE DAHLGREN HERITAGE MUSEUM

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $41,259

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $41,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,682

Fundraising Expenses $6,205

Program Expenses $37,932

Other Expenses $23,728

TOTAL EXPENSES $59,410

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,259	$64,842	-0.4%
Expenses	$59,410	$56,639	+0.0%
Net Income	$-18,151	$8,203	-3.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY BINDER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ZOOK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HUBBARD	DIRECTOR	1.00	Director	$0	$0	$0
ALAN DEAN	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN BRUNING	DIRECTOR	1.00	Director	$0	$0	$0
PETER KOLAKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS QUICK	DIRECTOR	4.00	Director	$0	$0	$0
GARY KENDRICK	DIRECCTOR	1.00	Director	$0	$0	$0
EDWARD JONES	DIRECTOR	8.00	Director	$0	$0	$0
JOHN ASHTON	DIRECTOR	1.00	Director	$0	$0	$0
JON DACHOS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL PURELLO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT GATES	PRESIDENT	6.00	Officer	$0	$0	$0
JERON HAYES	SECRETARY	1.00	Officer	$0	$0	$0
LORA PIERSON	TREASURER	8.00	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
2024	$41,259	$59,410	$100,380	$-18,151
2023	$64,842	$56,639	$118,531	$8,203
2022	$44,295	$44,766	$111,510	$-471
2021	$29,990	$22,980	$111,823	$7,010
2020	$32,716	$38,021	$105,940	$-5,305
2019	$50,491	$54,095	$111,245	$-3,604

DAHLGREN HERITAGE FOUNDATION