HERITAGE OHIO INC

EIN: 341845898 501(c)(3) Community Improvement

COLUMBUS, OH

Total Revenue
$564,114
Total Expenses
$619,994
Total Assets
$563,755
Net Assets
$544,574
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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
1996
Legal Domicile
OH
Principal Officer
ERIC STACHLER
Phone
6142586200
Tax Period
2023-01-01 to 2023-12-31

HERITAGE OHIO INC, founded in 1996, is a small nonprofit in the Community Improvement sector that reported $564K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

HELPING PEOPLE TO SAVE THE PLACES THAT MATTER, BUILD COMMUNITY, AND LIVE BETTER.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $250,523
Program Service Revenue $290,102
Investment Income $23,489
Other Revenue $0
TOTAL REVENUE $564,114

Expense Breakdown

Grants Paid $0
Salaries & Benefits $347,603
Fundraising Expenses $9,028
Program Expenses $432,807
Other Expenses $272,391
TOTAL EXPENSES $619,994

Year-over-Year Comparison

2023 2022 Change
Revenue $564,114 $622,740 -0.1%
Expenses $619,994 $596,423 +0.0%
Net Income $-55,880 $26,317 -3.1%
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

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Governance

Voting Members
18
Independent Members
15
Employees
5
Volunteers
2

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
5
$91,155
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID WILLIAMS CHAIR 1.00
Officer Director
$0 $0 $0
JONATHAN SANDVICK VICE CHAIR 1.00
Officer Director
$0 $0 $0
ERIC STACHLER TREASURER 3.00
Officer Director
$0 $0 $0
ERIN CLAUSSEN SECRETARY 1.00
Officer Director
$0 $0 $0
CRAIG GOSSMAN TRUSTEE 1.00
Director
$0 $0 $0
DUANE VAN DYKE TRUSTEE 1.00
Director
$0 $0 $0
SANDRA HULL TRUSTEE 1.00
Director
$0 $0 $0
GRAHAM KALBLI TRUSTEE 1.00
Director
$0 $0 $0
KATIE MEYER TRUSTEE 1.00
Director
$0 $0 $0
JOHN MITTERHOLZER TRUSTEE 1.00
Director
$0 $0 $0
PAUL NADIN TRUSTEE 1.00
Director
$0 $0 $0
W KEVIN PAGE TRUSTEE 1.00
Director
$0 $0 $0
LISA PATT-MCDANIEL TRUSTEE 1.00
Director
$0 $0 $0
MARK SNIDER TRUSTEE 1.00
Director
$0 $0 $0
THOMAS YABLONSKY TRUSTEE 1.00
Director
$0 $0 $0
ABBY MARSHALL EX OFFICIO T 1.00
Director
$0 $0 $0
BOB BRENEMAN EX OFFICIO T 1.00
Director
$0 $0 $0
LORNA SWISHER EX OFFICIO T 1.00
Director
$0 $0 $0
LUKE STEDKE EX OFFICIO T 1.00
Director
$0 $0 $0
DIANA WELLING EX OFFICIO T 1.00
Director
$0 $0 $0
MATT WIEDERHOLD EXECUTIVE DI 40.00
Officer
$88,500 $2,655 $91,155
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 No data No data No data No data
2023 $564,114 $619,994 $563,755 $-55,880
2022 $622,740 $596,423 $649,606 $26,317
2021 $577,448 $461,734 $678,325 $115,714
2020 $440,575 $433,199 $667,915 $7,376
2019 $559,272 $536,996 $471,419 $22,276
2018 $622,696 $546,308 $500,170 $76,388
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