The Heritage Benefit Fund

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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

2014

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

The Heritage Benefit Fund, founded in 2014, is a small nonprofit in the Human Services sector that reported $110K in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $76K, a strong 69% operating margin.

Mission

The Heritage Resident Benefit Fund provides assistance to neighbor residents who are experiencing unanticipated financial hardship, enabling them to stay in our community.

Program Service Accomplishments

Program 1

Expenses: $18,500 Revenue: $3,103

Grant to assist neighbor residents

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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 (2025)

Revenue Breakdown

Contributions & Grants $48,093

Program Service Revenue $0

Investment Income $30,758

Other Revenue $31,632

TOTAL REVENUE $110,483

Expense Breakdown

Grants Paid $18,500

Salaries & Benefits $0

Fundraising Expenses $7,391

Program Expenses $18,500

Other Expenses $15,449

TOTAL EXPENSES $34,124

Year-over-Year Comparison

	2025	2024	Change
Revenue	$110,483	$128,649	-0.1%
Expenses	$34,124	$20,114	+0.7%
Net Income	$76,359	$108,535	-0.3%

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	Role	Reportable Comp	Other Comp	Total
Douglas Metcalfe	President	Officer Director	$0	$0	$0
Michael Poole	Treasurer	Officer Director	$0	$0	$0
Gene Waltz	Past President	Director	$0	$0	$0
Rosemarie LaManna	Secretary	Officer Director	$0	$0	$0
Richard Lewis	Vice President	Officer Director	$0	$0	$0
Michael Bucklin	Member	Director	$0	$0	$0
Ivan Shibley	Member	Director	$0	$0	$0
Robert Kreitz	Member	Director	$0	$0	$0
Audrey Sterkin	Member	Director	$0	$0	$0
Kathie Holm	Member	Director	$0	$0	$0
Susan Stalnecker	Member	Director	$0	$0	$0
Susan Jeffery	Non-Voting Member	Director	$0	$0	$0
Doug Walther	Non-Voting Member	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
2025	$110,483	$34,124	$565,530	$76,359