HERITAGE PRESERVATION INC

EIN: 472744835 501(c)(3) Community Improvement

RIVER HEIGHTS, UT

Total Revenue
$586,358
Total Expenses
$109,732
Total Assets
$6,432,614
Net Assets
$5,511,257
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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
2020
Legal Domicile
UT
Principal Officer
TONY JOHNSON
Phone
4357535250
Tax Period
2023-01-01 to 2023-12-31

HERITAGE PRESERVATION INC, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $586K in total revenue in fiscal year 2023. Revenue fell 76% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $477K, a strong 81% operating margin.

Mission

PRESERVING HISTORICAL STRUCTURES

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $468,415
Program Service Revenue $61,391
Investment Income $2,134
Other Revenue $54,418
TOTAL REVENUE $586,358

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $109,732
Other Expenses $109,732
TOTAL EXPENSES $109,732

Year-over-Year Comparison

2023 2022 Change
Revenue $586,358 $2,431,252 -0.8%
Expenses $109,732 $105,925 +0.0%
Net Income $476,626 $2,325,327 -0.8%
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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEXI JOHNSON SECRETARY 10.00
Officer
$0 $0 $0
BO JOHNSON VICE PRESIDE 10.00
Officer
$0 $0 $0
TONY JOHNSON PRESIDENT 10.00
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 $586,358 $109,732 $6,432,614 $476,626
2022 $2,431,252 $105,925 $5,648,967 $2,325,327
2021 $2,195,490 $23,758 $3,102,442 $2,171,732
2020 $587,706 $50,134 $561,064 $537,572
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