HERITAGE OHIO INC

🔒

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

1996

Legal Domicile

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

WE WORK WITH COMMUNITIES, ORGANIZATIONS, AND PEOPLE TO REVITALIZE THEIR COMMUNITIES BY PROVIDING TECHNICAL ASSISTANCE TO THOSE WISHING TO REHABILITATE HISTORIC BUILDINGS OR USE THE MAIN STREET APPROACH TO REVITALIZE THEIR DOWNTOWN.

Program Service Accomplishments

Program 1

Expenses: $175,019 Revenue: $117,705

PRESERVATION: PROVIDE EDUCATIONAL SESSIONS, WORKSHOPS, AND TECHNICAL ASSISTANCE TO OHIOANS ON HOW TO PROPERLY PRESERVE HISTORIC STRUCTURES. HOLD AND MONITOR HISTORIC PRESERVATION EASEMENTS.

Program 2

Expenses: $249,106 Revenue: $169,745

REVITALIZATION: COORDINATE OHIO MAIN STREET COMMUNITIES INCLUDING CONDUCTING EVALUATIONS AND MONITORING ECONOMIC IMPACTS. PROVIDE TRAINING, WEBINARS, COMMUNITY ASSESSMENTS, AND NETWORKING...

REVITALIZATION: COORDINATE OHIO MAIN STREET COMMUNITIES INCLUDING CONDUCTING EVALUATIONS AND MONITORING ECONOMIC IMPACTS. PROVIDE TRAINING, WEBINARS, COMMUNITY ASSESSMENTS, AND NETWORKING OPPORTUNITIES.

Program 3

Expenses: $8,682

ADVOCACY: EDUCATE AND SUPPORT KNOWLEDGE OF HOW THE HISTORIC TAX CREDIT WORKS WITH FEDERAL AND STATE ELECTED OFFICIALS.

🔒

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 (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

🔒

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

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

$91,155

Total Directors

Key Employees

Highest Compensated

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