HERITAGE ACADEMY POINTE INC (EIN 475065902) - 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

2015

Legal Domicile

Principal Officer

JARED TAYLOR

Phone

4809695641

Tax Period

2024-07-01 to 2025-06-30

HERITAGE ACADEMY POINTE INC, founded in 2015, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $3.1M exceeded revenue, resulting in a 58% operating deficit.

Mission

PROVIDE STUDENTS WITH A CLEAN, MORAL, POSITIVE ATMOSPHERE. ENCOURAGE STUDENTS TO MASTER THE PRIMARY AND SECONDARY SKILLS IN THE FIELDS OF HISTORY, MATH, WRITING, LITERATURE, GRAMMAR, READING, AND SCIENCE.

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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 $0

Program Service Revenue $1,128,401

Investment Income $89,080

Other Revenue $713,721

TOTAL REVENUE $1,931,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,499,505

Fundraising Expenses $0

Program Expenses $2,745,981

Other Expenses $1,558,162

TOTAL EXPENSES $3,057,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,931,202	$2,195,344	-0.1%
Expenses	$3,057,667	$3,030,749	+0.0%
Net Income	$-1,126,465	$-835,405	+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

N/A

Employees

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

Total Directors

$276,627

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JARED TAYLOR	CEO	32.00	Officer Director	$0	$0	$0
ANNA WEILER	DIRECTOR	32.00	Director	$0	$0	$0
KIM ELLESWORTH	DIRECTOR	32.00	Director	$156,722	$0	$156,722
ALEXANDRA CASTRO	DIRECTOR	32.00	Director	$119,905	$0	$119,905
ERIC VOGELSBERG	CFO	32.00	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
2025	$1,931,202	$3,057,667	$12,498,728	$-1,126,465
2024	$2,195,344	$3,030,749	$13,356,102	$-835,405

HERITAGE ACADEMY POINTE INC