HERITAGE CARE CONNECTION INC (EIN 383976272) - 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

2015

Legal Domicile

Principal Officer

JANELLE ROGERS

Phone

8592362425

Tax Period

2023-07-01 to 2024-06-30

HERITAGE CARE CONNECTION INC, founded in 2015, is a micro nonprofit in the Health Care sector that reported $7K in total revenue in fiscal year 2023. Revenue fell 75% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE SUPPORT FOR HERITAGE HOSPICE, INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $7,037

Other Revenue $0

TOTAL REVENUE $7,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,037	$27,736	-0.7%
Expenses	N/A	N/A	N/A
Net Income	N/A	$27,736	N/A

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

$195,271

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL DENNY	PRESIDENT	1.00	Officer Director	$0	$0	$0
VICKIE BOTTOMS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BETH WESLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
REBECCA LYNN	TREASURER	1.00	Officer Director	$0	$0	$0
ANGIE REUHS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
DONNA POWELL	DIRECTOR	1.00	Director	$0	$0	$0
PATTI CHIDESTER	DIRECTOR	1.00	Director	$0	$0	$0
JANELLE ROGERS	EXECUTIVE DIRECTOR	2.00	Officer	$0	$21,312	$195,271

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	No data	No data	No data	No data
2024	$7,037	No data	$811,997	No data
2023	$27,736	No data	$772,554	No data
2022	$45,043	No data	$810,876	No data
2021	$17,027	$2,306	$750,353	$14,721

HERITAGE CARE CONNECTION INC