HERITAGE HEALTH CARE FOUNDATION INC (EIN 411630753) - 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

1988

Legal Domicile

Phone

5072741100

Tax Period

2024-10-01 to 2025-09-30

HERITAGE HEALTH CARE FOUNDATION INC, founded in 1988, is a micro nonprofit that reported $22K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Net assets of $252K represent 138 months of operating reserves.

Mission

TO SUPPORT THE SMALL COMMUNITY HOSPITAL AND THE PROMOTION OF EDUCATION FOR THOSE WILLING TO MEDICALLY SERVE THIS SMALL COMMUNITY

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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 $8,735

Program Service Revenue $0

Investment Income $10,181

Other Revenue $2,993

TOTAL REVENUE $21,909

Expense Breakdown

Grants Paid $21,590

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,590

Other Expenses $1,693

TOTAL EXPENSES $23,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,909	$16,063	+0.4%
Expenses	$23,283	$7,363	+2.2%
Net Income	$-1,374	$8,700	-1.2%

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
TAMMY FOULK	DIRECTOR	0.00	Director	$0	$0	$0
WANDA BACON	DIRECTOR	0.00	Director	$0	$0	$0
ELIZABETH SWAN	DIRECTOR	0.00	Director	$0	$0	$0
KASSANDRA QUADE	DIRECTOR	0.00	Director	$0	$0	$0
TAMMY MISCHKE	TREASURER	1.00	Officer	$0	$0	$0
KERRY CASSENS	SECRETARY	1.00	Officer	$0	$0	$0
ANDREW KOPPERUD	PRESIDENT	1.00	Officer	$0	$0	$0
SUSAN CHAPMAN	VICE PRESIDENT	1.00	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	$21,909	$23,283	$251,940	$-1,374
2024	No data	No data	No data	No data
2024	$15,294	$8,046	$251,862	$7,248
2023	$16,137	$42,288	$244,614	$-26,151
2022	$-11,993	$15,193	$270,765	$-27,186

HERITAGE HEALTH CARE FOUNDATION INC