HERITAGE HOME EDUCATIONAL SOCIETY (EIN 455078402) - 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

2012

Legal Domicile

Principal Officer

KATHLEEN H CROWTHER

Phone

2164261000

Tax Period

2023-01-01 to 2023-12-31

HERITAGE HOME EDUCATIONAL SOCIETY, founded in 2012, is a small nonprofit in the Housing & Shelter sector that reported $688K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $642K left a modest 7% surplus.

Mission

TO EDUCATE THE PUBLIC ABOUT THE PROPER TECHNIQUES FOR THE REPAIR AND MAINTENANCE OF OLDER AND HISTORICAL HOMES THROUGH SEMINARS, PRESENTATIONS AND INDIVIDUAL TECHNICAL ASSISTANCE TO HOMEOWNER.

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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 $169,163

Program Service Revenue $519,052

Investment Income $0

Other Revenue $0

TOTAL REVENUE $688,215

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $641,947

Other Expenses $641,947

TOTAL EXPENSES $641,947

Year-over-Year Comparison

	2023	2022	Change
Revenue	$688,215	$615,325	+0.1%
Expenses	$641,947	$113,232	+4.7%
Net Income	$46,268	$502,093	-0.9%

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

$186,849

Total Directors

$186,849

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN H CROWTHER	PRESIDENT	8.00	Officer Director	$0	$10,602	$186,849
MICHAEL CUMMINS	DIRECTOR & T	0.00	Officer Director	$0	$0	$0
WILLIAM HUBBARD	SECRETARY	0.00	Officer Director	$0	$0	$0
JOSEPH MARINUCCI	DIRECTOR	0.00	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	No data	No data	No data	No data
2023	$688,215	$641,947	$6,169,755	$46,268
2022	$615,325	$113,232	$3,744,286	$502,093
2021	$458,615	$585,804	$2,635,592	$-127,189
2020	$423,742	$438,501	$2,525,251	$-14,759
2019	$530,021	$604,602	$3,376,474	$-74,581
2018	$417,345	$413,099	$3,353,221	$4,246

HERITAGE HOME EDUCATIONAL SOCIETY