American Heritage of South Jordan (EIN 300300034) - 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

2005

Legal Domicile

Phone

8012543882

Tax Period

2024-09-01 to 2025-08-31

American Heritage of South Jordan, founded in 2005, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $2.1M exceeded revenue, resulting in a 33% operating deficit.

Mission

To operate as a private school and offer a quality education for students enrolled in kindergarten through twelfth grade.

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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 $0

Program Service Revenue $1,609,702

Investment Income $0

Other Revenue $65

TOTAL REVENUE $1,609,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,088,459

Fundraising Expenses $0

Program Expenses $1,924,112

Other Expenses $1,056,862

TOTAL EXPENSES $2,145,321

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,609,767	$1,968,244	-0.2%
Expenses	$2,145,321	$2,519,889	-0.1%
Net Income	$-535,554	$-551,645	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

N/A

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

$200,000

Total Directors

$180,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marty Haws	Athletic Director	40.00	Director	$100,000	$0	$100,000
Elsha Yorgason	President	40.00	Officer	$100,000	$0	$100,000
Steven Yorgason	Principal	40.00	Officer	$100,000	$0	$100,000
Kristine Robison	HR Director	40.00	Director	$80,000	$0	$80,000
Scotti Hansen	Curriculum Director	25.00	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
2025	$1,609,767	$2,145,321	$6,833,907	$-535,554
2024	$1,968,244	$2,519,889	$6,505,439	$-551,645
2023	$1,338,073	$1,980,616	$5,463,311	$-642,543
2022	$1,660,618	$1,736,478	$5,017,231	$-75,860
2021	$2,035,883	$1,881,582	$5,257,149	$154,301
2020	$1,740,181	$2,023,531	$5,566,049	$-283,350
2019	$3,000,049	$2,389,453	$5,710,145	$610,596

American Heritage of South Jordan