CORONA HERITAGE FOUNDATION (EIN 330836283) - 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

1998

Legal Domicile

Principal Officer

MARLA J BENSON

Phone

9518980687

Tax Period

2024-01-01 to 2024-12-31

CORONA HERITAGE FOUNDATION, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $208K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 21% operating margin.

Mission

TO PROMOTE AND PRESERVE THE HERITAGE OF THE CITY OF CORONA

🔒

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 $87,505

Program Service Revenue $953

Investment Income $11,535

Other Revenue $108,098

TOTAL REVENUE $208,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,383

Other Expenses $165,383

TOTAL EXPENSES $165,383

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,091	$162,575	+0.3%
Expenses	$165,383	$117,727	+0.4%
Net Income	$42,708	$44,848	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

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
MARLA J BENSON	PRESIDENT	16.00	Officer Director	$0	$0	$0
PAT ATWOOD	TREASURER	5.00	Officer Director	$0	$0	$0
TERRI VANCE	SECRETARY	16.00	Officer Director	$0	$0	$0
JOHN O'DOHERTY	DIRECTOR	5.00	Director	$0	$0	$0
JEFF MILLER	DIRECTOR	5.00	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	$208,091	$165,383	$1,780,771	$42,708
2023	$162,575	$117,727	$1,738,041	$44,848
2022	$151,619	$110,903	$1,693,192	$40,716
2021	$143,277	$99,889	$1,652,476	$43,388
2020	$115,979	$100,446	$1,609,088	$15,533
2019	$128,393	$124,532	$1,593,555	$3,861
2018	$119,596	$98,146	$1,589,694	$21,450

CORONA HERITAGE FOUNDATION