HERITAGE MISSIONAL COMMUNITY

EIN: 463702959 501(c)(3)

Shasta Lake, CA

Total Revenue
$50,675
Total Expenses
$45,659
Total Assets
$129,379
Net Assets
$93,259
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CA
Tax Period
2024-01-01 to 2024-12-31

HERITAGE MISSIONAL COMMUNITY, founded in 2010, is a micro nonprofit that reported $51K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $46K left a modest 10% surplus.

Mission

Community and revitalization of community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $50,675
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $50,675

Expense Breakdown

Grants Paid $0
Salaries & Benefits $37,750
Fundraising Expenses $0
Program Expenses $7,909
Other Expenses $7,909
TOTAL EXPENSES $45,659

Year-over-Year Comparison

2024 2023 Change
Revenue $50,675 $63,480 -0.2%
Expenses $45,659 $63,204 -0.3%
Net Income $5,016 $276 +17.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
5
Independent Members
3
Employees
31
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
0
$0
Total Directors
0
$0
Key Employees
2
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stuart Sutherland President 40.00
Key Emp
$0 $0 $0
Sara Sutherland Treasurer 40.00
Key Emp
$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 $50,675 $45,659 $129,379 $5,016
2023 $63,480 $63,204 $102,293 $276
2022 $78,483 $60,940 $116,036 $17,543
2022 $78,483 $60,940 $116,036 $17,543
2022 $78,483 $72,500 $116,036 $5,983
2021 $54,984 $60,535 $79,178 $-5,551
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare HERITAGE MISSIONAL COMMUNITY with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.