STUART HERITAGE INC (EIN 650087566) - 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

1988

Legal Domicile

Principal Officer

GARY MAXWELL

Phone

7722204600

Tax Period

2023-01-01 to 2023-12-31

STUART HERITAGE INC, founded in 1988, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $96K in total revenue in fiscal year 2023. Revenue surged 131% from the prior year, signaling strong growth momentum. Expenses of $85K left a modest 11% surplus.

Mission

THE PURPOSE OF STUART HERITAGE IS TO HELP PRESERVE THE HERITAGE, ARTIFACTS AND HISTORY OF STUART AND ITS SURROUNDING COMMUNITIES. THE COUNTLESS RELICS HOUSED BY THE MUSEUM DEFINE THE HISTORY OF THE PEOPLE, BUSINESSES, AGRICULTURE AND COMMUNITY SPIRIT OF THE CITY OF STUART AND MARTIN COUNTY.

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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 $3,740

Program Service Revenue $0

Investment Income $74,652

Other Revenue $18,073

TOTAL REVENUE $96,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,331

Fundraising Expenses $0

Other Expenses $48,062

TOTAL EXPENSES $85,393

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,465	$41,670	+1.3%
Expenses	$85,393	$127,145	-0.3%
Net Income	$11,072	$-85,475	-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

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

$6,336

Total Directors

$6,336

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA HODAPP	RECORDING SE	15.00	Officer Director	$6,336	$0	$6,336
NANCY CRAWFORD	DIRECTOR	10.00	Director	$0	$0	$0
GLORIA FIKE	DIRECTOR	10.00	Director	$0	$0	$0
RHONDA GLASS	DIRECTOR	5.00	Director	$0	$0	$0
TOINETTE HENRY	DIRECTOR	5.00	Director	$0	$0	$0
SUZANNE JOHNS-CAMPBELL	TREASURER	10.00	Officer Director	$0	$0	$0
JOHN LEIGHTON	DIRECTOR	10.00	Director	$0	$0	$0
GARY MAXWELL	EXECUTIVE DI	15.00	Officer Director	$0	$0	$0
JUDY WOODS	VICE-PRESIDE	N/A	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$96,465	$85,393	$767,189	$11,072
2022	$41,670	$127,145	$748,299	$-85,475
2021	$101,600	$111,409	$835,920	$-9,809
2020	$81,383	$106,626	$816,272	$-25,243
2019	$88,408	$111,067	$841,558	$-22,659
2018	$42,263	$112,457	$792,860	$-70,194

STUART HERITAGE INC