Heritage Christian Academy Inc (EIN 464706739) - 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

2014

Legal Domicile

Principal Officer

Brooks Wallace

Phone

6012156327

Tax Period

2024-07-01 to 2025-06-30

Heritage Christian Academy Inc, founded in 2014, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $2.8M left a modest 4% surplus.

Mission

School grades preK - 12th grade

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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 $289,857

Program Service Revenue $2,515,531

Investment Income $63

Other Revenue $121,444

TOTAL REVENUE $2,926,895

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,540,286

Fundraising Expenses $0

Program Expenses $2,571,681

Other Expenses $1,264,450

TOTAL EXPENSES $2,804,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,926,895	$2,491,979	+0.2%
Expenses	$2,804,736	$2,557,541	+0.1%
Net Income	$122,159	$-65,562	-2.9%

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

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

$170,160

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joanna Dieterich	Headmaster	40.00	Key Emp	$139,660	$30,500	$170,160
Brooks Wallace	Chairman	5.00	Officer	$0	$0	$0
Jeffrey Williamson	Vice Chairman	5.00	Officer	$0	$0	$0
Donna Porter	Secretary	5.00	Officer	$0	$0	$0
Michael Mitchell	Treasurer	5.00	Officer	$0	$0	$0
Jerry Stough	Director	5.00	Director	$0	$0	$0
Lynne Stockstill	Director	5.00	Director	$0	$0	$0
Brannon Clymer	Director	5.00	Director	$0	$0	$0
Mark Stockstill	Director	5.00	Director	$0	$0	$0
Tommy Lane	Director	5.00	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
2025	$2,926,895	$2,804,736	$5,715,227	$122,159
2024	$2,491,979	$2,557,541	$5,603,031	$-65,562
2023	$2,441,142	$1,936,045	$5,139,090	$505,097
2022	$2,090,605	$1,794,380	$3,696,466	$296,225
2021	$1,475,780	$1,413,918	$3,365,560	$61,862
2020	$1,146,832	$1,041,660	$3,400,609	$105,172
2019	$1,072,071	$904,051	$3,000,931	$168,020
2018	$812,928	$755,097	$2,317,636	$57,831

Heritage Christian Academy Inc