HERITAGE HOUSE CORPORATION (EIN 436072303) - 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

JO WANDA BOZEMAN

Phone

3149947440

Tax Period

2022-07-01 to 2023-06-30

HERITAGE HOUSE CORPORATION, founded in 1964, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2022.

Mission

TO PROVIDE HOUSING FACILITIES AND SERVICES TO ELDERLY PERSONS ON A NONPROFIT BASIS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,601,225

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,601,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,316,309

Other Expenses $1,688,622

TOTAL EXPENSES $1,688,622

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,601,225	$1,588,256	+0.0%
Expenses	$1,688,622	$1,598,160	+0.1%
Net Income	$-87,397	$-9,904	+7.8%

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
JO WANDA BOZEMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANE LIVINGSTON	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JOYCE BLUETT	TREASURER	1.00	Officer Director	$0	$0	$0
STACYE HENDREE	SECRETARY	0.50	Officer Director	$0	$0	$0
PHYLLIS HAYDEN	DIRECTOR	0.50	Director	$0	$0	$0
IRVIN HOWARD	DIRECTOR	0.50	Director	$0	$0	$0
MONICA JEFFERSON	DIRECTOR	0.50	Director	$0	$0	$0
WANDA MALIN	DIRECTOR	1.00	Director	$0	$0	$0
JANE ANN SYKES	DIRECTOR	0.50	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
2023	$1,601,225	$1,688,622	$2,016,444	$-87,397
2022	$1,588,256	$1,598,160	$2,071,563	$-9,904
2021	$1,592,130	$1,654,946	$2,270,799	$-62,816
2019	$1,630,842	$1,739,558	$2,452,907	$-108,716

HERITAGE HOUSE CORPORATION