HERITAGE ALLIANCE (EIN 731164337) - 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

1981

Legal Domicile

Principal Officer

RICHARD FORD

Phone

2148937424

Tax Period

2022-01-01 to 2022-12-31

HERITAGE ALLIANCE, founded in 1981, is a small nonprofit that reported $250K in total revenue in fiscal year 2022. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $231K, a strong 92% operating margin.

Mission

TO ASSIST CITIZENS TO BE GOOD STEWARDS OF THEIR GOD-GIVEN AUTHORITY TO BE SELF-GOVERNING BY FACILITATING THEIR ABILITY TO PRAY FOR FEDERAL AND STATE LEADERS BY NAME, AND TO VOTE WISELY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $250,000

Program Service Revenue $0

Investment Income $74

Other Revenue $0

TOTAL REVENUE $250,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $19,100

TOTAL EXPENSES $19,100

Year-over-Year Comparison

	2022	2021	Change
Revenue	$250,074	$649,611	-0.6%
Expenses	$19,100	$713,039	-1.0%
Net Income	$230,974	$-63,428	-4.6%

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

N/A

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
RICHARD FORD	PRESIDENT AN	2.00	Officer Director	$0	$0	$0
BOB MCEWEN	DIRECTOR	0.00	Director	$0	$0	$0
CASEY BUDDY SMITH	DIRECTOR	0.00	Director	$0	$0	$0
JIM SNEERINGER	DIRECTOR	0.00	Director	$0	$0	$0
DEBBIE WUTHNOW	DIRECTOR	0.00	Director	$0	$0	$0
JULIE FORD	TREASURER	2.00	Officer	$0	$0	$0
R GREGORY LAMB	SECRETARY	0.00	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
2022	$250,074	$19,100	$272,283	$230,974
2021	$649,611	$713,039	$68,599	$-63,428
2020	$883,673	$916,551	$132,027	$-32,878

HERITAGE ALLIANCE