HERITAGE U BUILDING SUPPORT (EIN 475071980) - 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

ANDREW SUND

Phone

5098658500

Tax Period

2021-07-01 to 2022-06-30

HERITAGE U BUILDING SUPPORT, founded in 2015, is a small nonprofit that reported $122K in total revenue in fiscal year 2021. Revenue decreased 12% compared to the prior year. Expenses of $245K exceeded revenue, resulting in a 101% operating deficit.

Mission

TO SUPPORT AND BENEFIT, FINANCIALLY AND/OR OPERATIONALLY, HERITAGE UNIVERSITY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $121,946

Investment Income $0

Other Revenue $0

TOTAL REVENUE $121,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $245,001

Other Expenses $245,001

TOTAL EXPENSES $245,001

Year-over-Year Comparison

	2021	2020	Change
Revenue	$121,946	$138,904	-0.1%
Expenses	$245,001	$249,829	0.0%
Net Income	$-123,055	$-110,925	+0.1%

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

$785,233

Total Directors

$482,678

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW SUND	PRESIDENT, HERITAGE UNIVERSITY	1.00	Officer Director	$0	$30,924	$325,449
THOMAS RICHTER	CFO/VP OF ADMINISTRATION	1.00	Officer Director	$0	$0	$0
DAVID WISE	VP ADVANCEMENT, HERITAGE UNIVERSITY	1.00	Officer Director	$0	$20,097	$157,229
PATRICK OSHIE	BOARD MEMBER	1.00	Director	$0	$0	$0
DR MELISSA HILL	INTERIM PROVOST	1.00	Officer	$0	$20,075	$150,615
KAZUHIRO SONODA	PROVOST	1.00	Officer	$0	$10,190	$151,940

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
2022	$121,946	$245,001	$9,071,924	$-123,055
2022	No data	$66,967	No data	No data
2021	$138,904	$249,829	$9,194,979	$-110,925
2020	$133,910	$244,880	$9,305,904	$-110,970
2019	$136,683	$244,817	$9,416,874	$-108,134
2018	$145,000	$189,429	$9,525,008	$-44,429

HERITAGE U BUILDING SUPPORT