HERITAGE CENTRE ASSOCIATION INC dba EXPERIENCE MOUNT VERNON (EIN 311310365) - 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

1993

Legal Domicile

Principal Officer

SANDY COFFING

Phone

7403264297

Tax Period

2025-01-01 to 2025-12-31

HERITAGE CENTRE ASSOCIATION INC dba EXPERIENCE MOUNT VERNON, founded in 1993, is a small nonprofit in the Community Improvement sector that reported $183K in total revenue in fiscal year 2025. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $165K left a modest 10% surplus.

Mission

PRESERVATION OF HERITAGE AND GROWTH OF DOWNTOWN MOUNT VERNON.

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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 (2025)

Revenue Breakdown

Contributions & Grants $83,025

Program Service Revenue $96,782

Investment Income $286

Other Revenue $2,568

TOTAL REVENUE $182,661

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,949

Fundraising Expenses $0

Program Expenses $122,355

Other Expenses $103,175

TOTAL EXPENSES $165,124

Year-over-Year Comparison

	2025	2024	Change
Revenue	$182,661	$151,864	+0.2%
Expenses	$165,124	$127,254	+0.3%
Net Income	$17,537	$24,610	-0.3%

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
JOHN YODER	Trustee	1.00	Director	$0	$0	$0
LENAN HAGER	Trustee	1.00	Director	$0	$0	$0
NICK BLANCHARD	Trustee	1.00	Director	$0	$0	$0
JILL BALLENGER	Trustee	1.00	Director	$0	$0	$0
HALLE KRAJENSKI	Trustee	1.00	Director	$0	$0	$0
STEVE OSTER	President	1.00	Officer Director	$0	$0	$0
SANDY COFFING	Treasurer	5.00	Officer Director	$0	$0	$0
SCOTT HUVLER	Trustee	1.00	Director	$0	$0	$0
MAXWELL LEANING	Trustee	1.00	Director	$0	$0	$0
PAM ROSE	Trustee	1.00	Director	$0	$0	$0
VICTORIA PRESTON	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
KURT HOLLAND	Trustee	1.00	Director	$0	$0	$0
IAN ERNSBERGER	Trustee	1.00	Director	$0	$0	$0
ANNA KELLEY	Trustee	1.00	Director	$0	$0	$0
JEREMY ABRAMS	COMMUNITY MEMBE	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
2025	$182,661	$165,124	$265,117	$17,537
2024	No data	No data	No data	No data
2023	$163,918	$129,431	$191,960	$34,487
2022	$156,723	$116,906	$150,438	$39,817
2021	$140,161	$95,952	$114,720	$44,209
2020	$71,774	$86,192	$63,613	$-14,418
2019	$91,475	$123,994	$78,663	$-32,519
2018	$128,592	$133,520	$112,014	$-4,928

HERITAGE CENTRE ASSOCIATION INC dba EXPERIENCE MOUNT VERNON