Heritage Community Services (EIN 571037309) - 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

1995

Legal Domicile

Phone

8436547740

Tax Period

2024-01-01 to 2024-12-31

Heritage Community Services, founded in 1995, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

To communicate the realties of sexual activity and the benefits of forming healthy families.

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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 $1,437,468

Program Service Revenue $53,992

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,491,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,113,189

Fundraising Expenses $0

Program Expenses $1,440,325

Other Expenses $347,332

TOTAL EXPENSES $1,460,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,491,460	$1,320,348	+0.1%
Expenses	$1,460,521	$1,368,542	+0.1%
Net Income	$30,939	$-48,194	-1.6%

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

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

$191,906

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cindy Mosteller	Chairman	4.00	Director	$0	$0	$0
Chris Union	Vice-Chairman	2.00	Director	$0	$0	$0
Rodney Williams	Treasurer	2.00	Director	$0	$0	$0
Ted Jones	Secretary	2.00	Director	$0	$0	$0
Sheryl O'Neal	Board Member	2.00	Director	$0	$0	$0
Earl Copeland	Board Member	2.00	Director	$0	$0	$0
Tammy Bryant	CPO	40.00	Director	$79,092	$0	$79,092
Sally Raymond	CSO	40.00	Director	$88,814	$0	$88,814
Anne Badgley	CEO	30.00	Director	$24,000	$0	$24,000
Jess Berry	Board Member	2.00	Director	$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	$1,491,460	$1,460,521	$583,293	$30,939
2023	$1,320,348	$1,368,542	$621,409	$-48,194
2022	$1,485,501	$1,536,856	$840,099	$-51,355
2021	$1,688,528	$1,675,127	$729,241	$13,401
2020	$1,424,476	$1,557,902	$616,164	$-133,426
2019	$1,307,408	$1,300,644	$553,002	$6,764
2018	$1,458,763	$1,449,484	$552,582	$9,279

Heritage Community Services