HOLZER HERITAGE FOUNDATION (EIN 310927482) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

RODNEY STOUT

Phone

7404465060

Tax Period

2024-07-01 to 2025-06-30

HOLZER HERITAGE FOUNDATION, founded in 1977, is a small nonprofit in the Health Care sector that reported $337K in total revenue in fiscal year 2024. Expenses of $658K exceeded revenue, resulting in a 95% operating deficit.

Mission

TO ADVANCE THE HEALTH AND WELL BEING OF THOSE WE SERVE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,874

Program Service Revenue $319,413

Investment Income $7,193

Other Revenue $0

TOTAL REVENUE $337,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $341,955

Fundraising Expenses $143,617

Program Expenses $338,622

Other Expenses $316,520

TOTAL EXPENSES $658,475

Year-over-Year Comparison

	2024	2023	Change
Revenue	$337,480	$318,579	+0.1%
Expenses	$658,475	$642,162	+0.0%
Net Income	$-320,995	$-323,583	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$1,327,777

Total Directors

$679,417

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL HAYNES	CFO - HHS	1.00	Officer Director	$0	$7,990	$407,496
GARY ROACH	CHAIRMAN - HHS	1.00	Officer Director	$0	$3,121	$205,954
ABBY WISEMAN GREER	TRUSTEE/MANAGER	1.00	Officer Director	$0	$1,294	$65,967
SHAYNA CHAPMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
RONALD R TOLER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE NORTHUP	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
RYAN JONES	TRUSTEE	1.00	Director	$0	$0	$0
JOHN C STEVENS	TRUSTEE	1.00	Director	$0	$0	$0
JAMES E MORRISON	TRUSTEE	1.00	Director	$0	$0	$0
BOB HOOD	TRUSTEE	1.00	Director	$0	$0	$0
GENE WOOD	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY A ERVIN	TRUSTEE	1.00	Director	$0	$0	$0
GWEN ELLIOTT	TRUSTEE	1.00	Director	$0	$0	$0
T WAYNE MUNRO MD	TRUSTEE	1.00	Director	$0	$0	$0
APRIL B MAGNUSSEN MD	TRUSTEE	1.00	Director	$0	$0	$0
DEBBIE SAUNDERS	TRUSTEE	1.00	Director	$0	$0	$0
PAUL COVEY	TRUSTEE	1.00	Director	$0	$0	$0
TOM REED	TRUSTEE	1.00	Director	$0	$0	$0
JOHN JONES	PAST PRESIDENT - PART YEAR	1.00	Director	$0	$0	$0
STAN EVANS	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
RODNEY STOUT	CEO - HHS	1.00	Officer	$0	$10,755	$648,360

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	$337,480	$658,475	$7,376,906	$-320,995
2024	$318,579	$642,162	$7,271,062	$-323,583
2023	$289,456	$527,731	$7,795,725	$-238,275
2022	$253,589	$535,173	$7,585,705	$-281,584
2021	$202,523	$532,934	$7,570,576	$-330,411
2020	$238,848	$401,358	$3,323,920	$-162,510
2019	$316,177	$316,308	$2,837,146	$-131
2018	$310,881	$311,234	$2,429,309	$-353

HOLZER HERITAGE FOUNDATION