VERO HERITAGE INC

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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

Principal Officer

ROBYN BERRY

Phone

7727702263

Tax Period

2023-10-01 to 2024-09-30

VERO HERITAGE INC is a small nonprofit in the Arts, Culture & Humanities sector that reported $232K in total revenue in fiscal year 2023.

Mission

VERO HERITAGE IS A NON-PROFIT ORGANIZATION DEDICATED TO PROMOTING THE PRESERVATION OF HISTORIC BUILDINGS IN INDIAN RIVER COUNTY AND TO HEIGHTENING PUBLIC AWARENESS OF LOCAL HERITAGE AND HISTORIC PRESERVATIONS. VERO HERITAGE EDUCATES THE PUBLIC AND MEMBERS ABOUT THE CITRUS INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $45,293

VERO HERITAGE MANTAINS AND OPERATES THE INDIAN RIVER CITRUS MUSEUM, WHICH IS USED TO EDUCATE THE PUBLIC AND MEMBERS ABOUT THE CITRUS INDUSTRY.

Program 2

Expenses: $77,092

VERO HERITAGE OPERATES AND MANTAINS THE VERO HERITAGE CENTER HALL WITH THE PURPOSE TO PROMOTE THE PRESERVATION OF HISTORIC BUILDINGS IN INDIAN RIVER COUNTY. THE BUILDING IS A REGISTERED NATIONAL...

VERO HERITAGE OPERATES AND MANTAINS THE VERO HERITAGE CENTER HALL WITH THE PURPOSE TO PROMOTE THE PRESERVATION OF HISTORIC BUILDINGS IN INDIAN RIVER COUNTY. THE BUILDING IS A REGISTERED NATIONAL LANDMARK FACILITY THAT WAS BUILT ON 1935. THE BUILDING IS A POPULAR RENTAL VENUE FOR COMMUNITY AND BUSINESS EVENTS, PRIVATE FAMILY CELEBRATIONS AND WEDDINGS.

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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 $116,736

Program Service Revenue $92,574

Investment Income $21,841

Other Revenue $1,111

TOTAL REVENUE $232,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $94,560

Fundraising Expenses $2,906

Program Expenses $122,385

Other Expenses $134,131

TOTAL EXPENSES $228,691

Year-over-Year Comparison

	2023	2022	Change
Revenue	$232,262	$219,706	+0.1%
Expenses	$228,691	$245,569	-0.1%
Net Income	$3,571	$-25,863	-1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VANESSA BARTOSZEWICZ	DIRECTOR	2.00	Director	$0	$0	$0
ROBYN BERRY	EXECUTIVE DI	N/A	Director	$0	$0	$0
STEPHANIE BUNKER	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA BURNETTE	BOARD MEMBER	2.00	Director	$0	$0	$0
RYAN BUTLER	DIRECTOR	2.00	Director	$0	$0	$0
JOE CHIARELLA	PRESIDENT	2.00	Officer Director	$0	$0	$0
SUE GUY	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROL HOLMES	BOARD MEMBER	2.00	Director	$0	$0	$0
LESLIE MCKENZIE	SECRETARY	2.00	Officer Director	$0	$0	$0
PRESTON PERRONE	TREASURER	2.00	Officer Director	$0	$0	$0
BOBBIE SECOR	VICE PRESIDE	2.00	Officer 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	$232,262	$228,691	$200,556	$3,571
2024	$232,262	$228,451	$200,796	$3,811
2023	$219,706	$245,569	$178,409	$-25,863
2022	$197,216	$235,156	$206,643	$-37,940