Heritage Hall Incorporated (EIN 300283129) - 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

2004

Legal Domicile

Phone

8082430065

Tax Period

2024-01-01 to 2024-12-31

Heritage Hall Incorporated, founded in 2004, is a small nonprofit in the Arts, Culture & Humanities sector that reported $130K in total revenue in fiscal year 2024. Expenses of $255K exceeded revenue, resulting in a 96% operating deficit.

Mission

The mission of the Heritage Hall is to preserve the histories of portugese and puerto ricans in Hawaii

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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 $20,700

Program Service Revenue $111,467

Investment Income $32

Other Revenue $-2,199

TOTAL REVENUE $130,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,190

Fundraising Expenses $0

Program Expenses $254,906

Other Expenses $239,716

TOTAL EXPENSES $254,906

Year-over-Year Comparison

	2024	2023	Change
Revenue	$130,000	$126,597	+0.0%
Expenses	$254,906	$246,032	+0.0%
Net Income	$-124,906	$-119,435	+0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Louis Cambra Jr	President	1.00	Officer Director	$0	$0	$0
Dolores Bio	Vice-President	1.00	Officer Director	$0	$0	$0
Audrey Rocha Reed	Secretary	1.00	Officer Director	$0	$0	$0
Lawrence K Hudson	Treasurer	1.00	Officer Director	$0	$0	$0
Robert Robello	Director	1.00	Director	$0	$0	$0
Julius Rodrigues	Director	1.00	Director	$0	$0	$0
William Basey	Director	1.00	Director	$0	$0	$0
Carlos Hernandez	Director	1.00	Director	$0	$0	$0
Joseph Pontanilla	Director	1.00	Director	$0	$0	$0
Betty Jane Uwekoolani	Director	1.00	Director	$0	$0	$0
Michael Victorino	Director	1.00	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
2024	$130,000	$254,906	$4,797,757	$-124,906
2023	$126,597	$246,032	$4,922,661	$-119,435
2022	$128,208	$248,636	$5,042,096	$-120,428
2021	$81,723	$211,676	$5,162,524	$-129,953
2020	$96,737	$231,356	$5,292,479	$-134,619
2019	$99,011	$217,170	$5,427,098	$-118,159
2018	$92,779	$215,492	$5,545,257	$-122,713

Heritage Hall Incorporated