South Placer Heritage Foundation Inc (EIN 680396327) - 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

9166528555

Tax Period

2024-01-01 to 2024-12-31

South Placer Heritage Foundation Inc, founded in 1995, is a small nonprofit in the Recreation & Sports sector that reported $383K in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION WAS FORMED TO SAVE HERITAGE FRUIT SHEDS FROM DESTRUCTION. They are now being USED AS STORAGE AREAS, PRODUCE shop and their intended use as a public event center for the COMMUNITY and for those THROUGHOUT THE LOOMIS BASIN AND SOUTH PLACER COUNTY AREA.

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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 $0

Program Service Revenue $378,955

Investment Income $4,491

Other Revenue $0

TOTAL REVENUE $383,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,818

Fundraising Expenses $0

Program Expenses $280,414

Other Expenses $323,259

TOTAL EXPENSES $397,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$383,446	$361,725	+0.1%
Expenses	$397,077	$350,820	+0.1%
Net Income	$-13,631	$10,905	-2.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mike Lee	Vice President	2.00	Officer	$0	$0	$0
Randy Elder	President	4.00	Officer	$0	$0	$0
Adam Noorani	Treasurer	18.00	Officer	$0	$0	$0
Todd Lowell	Secretary	2.00	Officer	$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	$383,446	$397,077	$638,503	$-13,631
2023	$361,725	$350,820	$683,374	$10,905
2022	$363,148	$325,511	$639,919	$37,637
2021	$209,304	$204,899	$627,156	$4,405
2020	$127,920	$186,612	$563,677	$-58,692
2019	$309,735	$304,973	$671,080	$4,762
2018	$277,629	$269,097	$655,426	$8,532

South Placer Heritage Foundation Inc