CENTER FOR HEIRS' PROPERTY PRESERVATION (EIN 522452879) - 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

2005

Legal Domicile

Principal Officer

JENNIE L STEPHENS PHD

Phone

8437457055

Tax Period

2023-01-01 to 2023-12-31

CENTER FOR HEIRS' PROPERTY PRESERVATION, founded in 2005, is a community nonprofit in the Crime & Legal sector that reported $6.2M in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 33% operating margin.

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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 $6,088,767

Program Service Revenue $7,500

Investment Income $26,463

Other Revenue $39,418

TOTAL REVENUE $6,162,148

Expense Breakdown

Grants Paid $330,452

Salaries & Benefits $2,956,238

Fundraising Expenses $291,279

Program Expenses $3,327,335

Other Expenses $858,817

TOTAL EXPENSES $4,145,507

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,162,148	$3,848,967	+0.6%
Expenses	$4,145,507	$3,053,712	+0.4%
Net Income	$2,016,641	$795,255	+1.5%

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

$441,945

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEONARD A MCINTYRE PHD	CHAIR	0.50	Officer Director	$0	$0	$0
KIRISTOPHER PICKLER JD	VICE CHAIR	0.50	Officer Director	$0	$0	$0
JOHNATHAN P KRESKENJD	TREASURER	0.50	Officer Director	$0	$0	$0
DARLENE L BROUGHTON	SECRETARY	0.50	Director	$0	$0	$0
LOUIS MANIGAULT	GOVERNANCE COMM. CHAIR	0.30	Director	$0	$0	$0
ASHLEY H AMUNDSON	DIRECTOR	0.30	Director	$0	$0	$0
SABRINA A BROWN	DIRECTOR	0.30	Director	$0	$0	$0
BRENDA HUGHES	DIRECTOR	0.30	Director	$0	$0	$0
FAITH RIVERS JAMES JD	DIRECTOR	0.30	Director	$0	$0	$0
TROY J LIFERIDGE	DIRECTOR	0.30	Director	$0	$0	$0
JAMES D MYRICK	DIRECTOR	0.30	Director	$0	$0	$0
JAMES B PORTER III	DIRECTOR	0.30	Director	$0	$0	$0
ALEXANDER C RHUE	DIRECTOR	0.30	Director	$0	$0	$0
ELLEN N ZISHOLTS	DIRECTOR	0.30	Director	$0	$0	$0
JENNIE L STEPHENS PHD	EXECUTIVE DIRECTOR	40.00	Officer	$139,000	$0	$139,000
DANYELLE M O'HARA	CHIEF PROJECTS OFFICER	40.00	Officer	$106,333	$0	$106,333
CHIARALISTA D WALKER-REID	CHIEF FINANCIAL OFFICER	40.00	Officer	$99,493	$0	$99,493
JOSHUA F WALDEN	CHIEF OF OPERATIONS	40.00	Officer	$97,119	$0	$97,119

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	$6,162,148	$4,145,507	$7,068,441	$2,016,641
2022	$3,848,967	$3,053,712	$4,843,067	$795,255
2021	$3,863,724	$2,596,007	$2,372,888	$1,267,717
2020	$2,349,098	$2,255,906	$1,310,814	$93,192
2019	$2,196,246	$1,754,237	$935,679	$442,009
2018	$1,589,396	$1,454,469	$465,511	$134,927

CENTER FOR HEIRS' PROPERTY PRESERVATION