INDIANAPOLIS, IN
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)HERITAGE PLACE OF INDIANAPOLIS INC, founded in 1978, is a small nonprofit in the Housing & Shelter sector that reported $143K in total revenue in fiscal year 2020. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $169K exceeded revenue, resulting in a 19% operating deficit.
THE AGENCY PROVIDES OLDER ADULTS WITH COMPREHENSIVE AND COORDINATED HUMAN SERVICES TO ENCOURAGE AND PROMOTE HEALTHY LIFESTYLES, INDEPENDENCE, WELL BEING AND QUALITY OF LIFE.
SENIOR CENTER - OPEN MONDAY-FRIDAY, THE AGENCY OFFERS A WIDE VARIETY OF EDUCATIONAL, RECREATIONAL, SOCIAL, AND NUTRITIONAL PROGRAMS. THESE PROGRAMS PROVIDE OPPORTUNITIES FOR COMPANIONSHIP, EDUCATION...
SENIOR CENTER - OPEN MONDAY-FRIDAY, THE AGENCY OFFERS A WIDE VARIETY OF EDUCATIONAL, RECREATIONAL, SOCIAL, AND NUTRITIONAL PROGRAMS. THESE PROGRAMS PROVIDE OPPORTUNITIES FOR COMPANIONSHIP, EDUCATION, AND VOLUNTEERING.
CARE MANAGEMENT - STAFF ASSESSES CLIENT NEEDS, REFERS THEM TO APPROPRIATE SERVICES, AND FOLLOWS UP TO DETERMINE ADEQUATE SERVICE DELIVERY, CLIENT SATISFACTION AND OTHER NEEDS. PROVIDES OPPORTUNITIES...
CARE MANAGEMENT - STAFF ASSESSES CLIENT NEEDS, REFERS THEM TO APPROPRIATE SERVICES, AND FOLLOWS UP TO DETERMINE ADEQUATE SERVICE DELIVERY, CLIENT SATISFACTION AND OTHER NEEDS. PROVIDES OPPORTUNITIES FOR INDEPENDENT LIVING AND SUPPORT FOR THE HOMEBOUND.
FRIENDLY VISITING - TRAINED VOLUNTEERS AND STAFF VISIT HOMEBOUND ELDERLY PERSONS TO OBSERVE AND SUPPORT THEIR WELL-BEING. PROGRAM ALLEVIATES LONELINESS, PROVIDES SUPPORT AND PROMOTES INDEPENDENT...
FRIENDLY VISITING - TRAINED VOLUNTEERS AND STAFF VISIT HOMEBOUND ELDERLY PERSONS TO OBSERVE AND SUPPORT THEIR WELL-BEING. PROGRAM ALLEVIATES LONELINESS, PROVIDES SUPPORT AND PROMOTES INDEPENDENT LIVING.
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%)
Sign In — Free (10 views/day)| 2020 | 2019 | Change | |
|---|---|---|---|
| Revenue | $142,590 | $118,703 | +0.2% |
| Expenses | $169,239 | $200,055 | -0.2% |
| Net Income | $-26,649 | $-81,352 | -0.7% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JOANNE SOMMERS | PRESIDENT | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| MIKE DAVIS | IMMEDIATE PAST PRESIDENT | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| CHRISTINA FUGATE | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| KRISTEN WRESTLER | VICE PRESIDENT | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| NOLAN TAYLOR | SECRETARY | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| MICHAEL HEAVILON | TREASURER | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| LIZ DONALDSON | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| MARGARET FRANCIS | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| MANOLO SANTALLA | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| CHRIS WAGNER | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| MARYBETH WOTT | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| EDWARD ALEXANDER | EXECUTIVE DIREC | 40.00 |
Officer
|
$75,000 | $0 | $75,000 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2021 | $142,590 | $169,239 | $66,347 | $-26,649 |
| 2019 | $113,013 | $230,436 | $175,056 | $-117,423 |
| 2018 | $218,345 | $196,466 | $270,475 | $21,879 |
Compare HERITAGE PLACE OF INDIANAPOLIS INC with other nonprofits in Indiana and across the country.