HERITAGE FUND SUPPORTING FOUNDATION INC (EIN 352135816) - 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

2001

Legal Domicile

Principal Officer

EDITH BLAKESLEE

Phone

8123767772

Tax Period

2024-01-01 to 2024-12-31

HERITAGE FUND SUPPORTING FOUNDATION INC, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $31K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $38K exceeded revenue, resulting in a 22% operating deficit.

Mission

TO PROVIDE SUPPORTIVE SERVICES TO THE OPERATIONS OF THE HERITAGE FUND - THE COMMUNITY FOUNDATION OF BARTHOLOMEW COUNTY, AN EXEMPT ORGANIZATION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE.

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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 $3,000

Program Service Revenue $27,000

Investment Income $6,800

Other Revenue $-5,373

TOTAL REVENUE $31,427

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,836

Program Expenses $10,714

Other Expenses $38,403

TOTAL EXPENSES $38,403

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,427	$28,997	+0.1%
Expenses	$38,403	$35,954	+0.1%
Net Income	$-6,976	$-6,957	+0.0%

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

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

$214,204

Total Directors

$214,204

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY SOUZA	PRESIDENT & CEO	5.00	Officer Director	$0	$12,204	$214,204
LORI THOMPSON	CHAIR	2.00	Officer Director	$0	$0	$0
ALICE JOHNSON	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
MICHELLE SCHAEFER	TREASURER	2.00	Officer Director	$0	$0	$0
PHIL LUZIUS	SECRETARY	2.00	Officer Director	$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
2024	$31,427	$38,403	$908,909	$-6,976
2023	$28,997	$35,954	$916,315	$-6,957
2022	$14,346	$40,586	$925,845	$-26,240
2021	$3,272	$32,673	$950,392	$-29,401
2020	$28	$34,899	$980,616	$-34,871
2019	$221	$34,294	$1,013,581	$-34,073
2018	$9,230	$30,256	$1,047,654	$-21,026

HERITAGE FUND SUPPORTING FOUNDATION INC