Heritage Private School Inc (EIN 341777482) - 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

1994

Legal Domicile

Phone

3306692900

Tax Period

2024-07-01 to 2025-06-30

Heritage Private School Inc, founded in 1994, is a small nonprofit in the Unknown sector that reported $509K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $446K left a modest 12% surplus.

Mission

Educate Children in a God Honoring Setting

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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 $324,222

Program Service Revenue $161,284

Investment Income $2,038

Other Revenue $21,702

TOTAL REVENUE $509,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $335,216

Fundraising Expenses $0

Program Expenses $446,461

Other Expenses $111,245

TOTAL EXPENSES $446,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$509,246	$365,865	+0.4%
Expenses	$446,461	$381,939	+0.2%
Net Income	$62,785	$-16,074	-4.9%

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

$6,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rowen Schar	Administrator	12.50	Key Emp	$6,000	$0	$6,000
Chad Beery	Board Member	3.00	Officer	$0	$0	$0
Greg Stoller	President	5.00	Officer	$0	$0	$0
Jon Bauman	Board Member	2.00	Officer	$0	$0	$0
Rod Steiner	Secretary	4.00	Officer	$0	$0	$0
Jeff Miller	Vice President	3.00	Officer	$0	$0	$0
Dean Stoller	Treasurer	3.00	Officer	$0	$0	$0
Greg Gasser	Board Member	3.00	Officer	$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	$509,246	$446,461	$1,102,153	$62,785
2024	$365,865	$381,939	$1,039,368	$-16,074
2023	$405,465	$382,875	$1,055,442	$22,590
2022	$344,057	$317,532	$1,032,852	$26,525
2021	$476,817	$236,679	$1,006,327	$240,138
2020	$668,897	$219,223	$766,189	$449,674
2019	$312,616	$203,950	$316,515	$108,666

Heritage Private School Inc