HERITAGE HILLS SCHOLARSHIP FOUNDAT… - Form 990 Financial Data

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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

1987

Legal Domicile

Principal Officer

JESSICA WITTMAN

Phone

8126866728

Tax Period

2024-09-01 to 2025-08-31

HERITAGE HILLS SCHOLARSHIP FOUNDATI C/O JESSICA WITTMAN, founded in 1987, is a small nonprofit that reported $122K in total revenue in fiscal year 2024. Net assets of $525K represent 52 months of operating reserves.

Mission

PROVIDE SCHOLARSHIPS

Program Service Accomplishments

Program 1

Expenses: $114,998

WE RECIEVE CONTRIBUTIONS FROM INDIVIDUALS AND BUSINESSES AND INCOME FROM OUR INVESTMENTS TO PROVIDE SCHOLARSHIPS TO APPROX 40 GRADUATING SENIORS FROM HERITAGE HILLS HIGH SCHOOL.

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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 $94,931

Program Service Revenue $0

Investment Income $26,789

Other Revenue $0

TOTAL REVENUE $121,720

Expense Breakdown

Grants Paid $114,998

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,998

Other Expenses $3,250

TOTAL EXPENSES $118,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,720	$127,918	0.0%
Expenses	$118,248	$85,782	+0.4%
Net Income	$3,472	$42,136	-0.9%

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

N/A

Volunteers

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL HUEBSCHMAN	SECRETARY	5.00	Officer	$0	$0	$0
SHARON SCHAEFER	PRESIDENT	5.00	Officer	$0	$0	$0
MIKE SCHRIEFER	VICE PRESIDE	5.00	Officer	$0	$0	$0
JESSICA WITTMAN	TREASURER	5.00	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	$121,720	$118,248	$525,274	$3,472
2024	$127,918	$85,782	$506,521	$42,136
2023	$109,456	$87,201	$440,247	$22,255
2022	$116,358	$81,243	$420,413	$35,115
2021	$82,385	$63,261	$443,418	$19,124
2020	$90,187	$72,496	$375,577	$17,691

HERITAGE HILLS SCHOLARSHIP FOUNDATI C/O JESSICA WITTMAN