Heritage Military Music Foundation (EIN 396092853) - 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

1964

Legal Domicile

Principal Officer

Steven Haw

Phone

9209882415

Tax Period

2023-01-01 to 2023-12-31

Heritage Military Music Foundation, founded in 1964, is a small nonprofit in the Arts, Culture & Humanities sector that reported $110K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 30% operating margin.

Mission

We are dedicated to "Making History Live" for audiences across America by performing music of America's Civil War era on antique brass band instruments, and to preserve the musical heritage of that period by collecting and restoring those instruments.

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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 $85,236

Program Service Revenue $17,450

Investment Income $4,289

Other Revenue $2,741

TOTAL REVENUE $109,716

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,958

Program Expenses $28,268

Other Expenses $77,182

TOTAL EXPENSES $77,182

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,716	$89,795	+0.2%
Expenses	$77,182	$60,022	+0.3%
Net Income	$32,534	$29,773	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Willian Edington	Director	2.00	Director	$0	$0	$0
Steven Haw	President	3.00	Officer	$0	$0	$0
Genia Allard	Director	3.00	Officer	$0	$0	$0
Harold Van Ommeren	Director	3.00	Officer	$0	$0	$0
Sarah Wendorf	Vice President	3.00	Officer	$0	$0	$0
Steve Luick	Treasurer	3.00	Officer	$0	$0	$0
Don Neverman	Treasurer	3.00	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
2024	No data	No data	No data	No data
2023	$109,716	$77,182	$826,483	$32,534
2022	$89,795	$60,022	$795,009	$29,773
2021	$36,681	$50,005	$770,920	$-13,324
2020	$57,121	$49,143	$775,473	$7,978
2020	$57,121	$49,168	$775,403	$7,953
2019	$50,233	$51,600	$764,961	$-1,367
2019	$50,648	$51,600	$765,376	$-952
2018	$45,319	$47,515	$770,258	$-2,196
2017	$73,866	$54,135	$780,454	$19,731

Heritage Military Music Foundation