AMERICAN HERITAGE EDUCATIONAL FOUNDATION (EIN 330907776) - 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

2000

Legal Domicile

Principal Officer

JONATHAN TAKAGI

Phone

7607373154

Tax Period

2024-07-01 to 2025-06-30

AMERICAN HERITAGE EDUCATIONAL FOUNDATION, founded in 2000, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $625K, a strong 20% operating margin.

Mission

TO PROVIDE SUPPLEMENTAL FINANCIAL SUPPORT FOR THE ESCONDIDO CHARTER HIGH SCHOOL AND HERITAGE K-8 THROUGH DONATIONS TO SUPPLEMENT THE EDUCATION OF CHILDREN AND THROUGH A LEASE AGREEMENT FOR THE USE OF FACILITIES FOR CHARTER SCHOOL USE.

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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 $83,625

Program Service Revenue $2,388,108

Investment Income $180,245

Other Revenue $524,000

TOTAL REVENUE $3,175,978

Expense Breakdown

Grants Paid $42,791

Salaries & Benefits $26,122

Fundraising Expenses $0

Program Expenses $61,494

Other Expenses $2,482,423

TOTAL EXPENSES $2,551,336

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,175,978	$2,816,104	+0.1%
Expenses	$2,551,336	$2,760,698	-0.1%
Net Income	$624,642	$55,406	+10.3%

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

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

$26,122

Total Directors

$248,654

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN TAKAGI	BUSINESS MGR	5.00	Director	$0	$49,479	$222,532
DENNIS SNYDER	President	16.00	Officer Director	$26,122	$0	$26,122
NEAL STEINBECK	CFO	2.00	Officer Director	$0	$0	$0
DERON GALINDO	CLERK	2.00	Officer Director	$0	$0	$0
GEOFF HORN	MEMBER	2.00	Director	$0	$0	$0
RICHARD SEARS	MEMBER	2.00	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	$3,175,978	$2,551,336	$44,131,774	$624,642
2024	No data	No data	No data	No data
2023	$2,337,777	$2,852,857	$45,058,988	$-515,080
2022	$2,539,929	$3,292,781	$46,349,326	$-752,852
2021	$2,437,915	$2,939,622	$47,855,619	$-501,707
2020	$2,574,828	$2,826,272	$49,085,624	$-251,444
2019	$357,116	$639,700	$50,038,887	$-282,584
2018	$2,796,472	$514,698	$51,004,273	$2,281,774

AMERICAN HERITAGE EDUCATIONAL FOUNDATION