HERITAGE COMMUNITY FOUNDATION INC (EIN 471034581) - 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

C JEROME BROWN

Phone

7705153414

Tax Period

2023-01-01 to 2023-12-31

HERITAGE COMMUNITY FOUNDATION INC, founded in 2014, is a micro nonprofit in the Community Improvement sector that reported $75K in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 21% operating margin.

Mission

DURING THE YEAR, HERITAGE COMMUNITY FOUNDATION, INC PROVIDED FUNDING FOR VARIOUS PROJECTS TO 24 DIFFERENT COMMUNITY RELATED CHARITIES, RANGING IN AMOUNTS FROM $1,000- $10,000.

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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 $75,384

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $75,384

Expense Breakdown

Grants Paid $48,369

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,369

Other Expenses $10,820

TOTAL EXPENSES $59,189

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,384	$43,061	+0.8%
Expenses	$59,189	$4,300	+12.8%
Net Income	$16,195	$38,761	-0.6%

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
DR CHUCK BROWN	Director	1.00	Director	$0	$0	$0
VICKIE BURRELL	Director	1.00	Director	$0	$0	$0
DR STEVEN CUNNINGHAM	Director	1.00	Director	$0	$0	$0
LLOYD RESHARD	Director	1.00	Director	$0	$0	$0
DR REID CUMMINGS	Director	1.00	Director	$0	$0	$0
DEBBIE THOMPSON	Director	1.00	Director	$0	$0	$0
COLTON CLEMMONS	Director	1.00	Director	$0	$0	$0
ELLEN COLE	Director	1.00	Director	$0	$0	$0
KAREN FLETCHER	Director	1.00	Director	$0	$0	$0
TRACEY WHEATLEY	Director	1.00	Director	$0	$0	$0
KIM DEVINE	Director	1.00	Director	$0	$0	$0
CLARK NINNEMAN	Director	1.00	Director	$0	$0	$0
VICKI STEFANKIEWICZ	Director	1.00	Director	$0	$0	$0
STACY HAMMONS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DONDRA CLARK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARIA ROA-MORROW	Secretary	1.00	Officer Director	$0	$0	$0
c JEROME BROWN	Executive Dir.	1.00	Officer Director	$0	$0	$0
ROCHELLE HEHIR	Treasurer	1.00	Officer Director	$0	$0	$0
ROD CHAVEZ	Executive Dir.	30.00	Officer	$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	$75,384	$59,189	$54,956	$16,195
2022	$43,061	$4,300	$38,761	$38,761
2021	$112,319	$187,569	No data	$-75,250
2020	$106,091	$109,690	$59,250	$-3,599
2019	$156,648	$164,485	$62,849	$-7,837
2018	$172,076	$152,145	$70,686	$19,931

HERITAGE COMMUNITY FOUNDATION INC