The Heritage Society (EIN 741444232) - 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

1954

Legal Domicile

Principal Officer

Jillian Jopling

Phone

7136551912

Tax Period

2024-06-01 to 2024-12-31

The Heritage Society, founded in 1954, is a small nonprofit that reported $216K in total revenue in fiscal year 2024. Revenue fell 81% from the prior year — a significant decline worth monitoring. Expenses of $367K exceeded revenue, resulting in a 70% operating deficit.

Mission

The Heritage Society exhibits the history of Houston through historic buildings and artifacts.

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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 $153,230

Program Service Revenue $34,046

Investment Income $19,561

Other Revenue $9,357

TOTAL REVENUE $216,194

Expense Breakdown

Grants Paid $0

Salaries & Benefits $231,498

Fundraising Expenses $71,913

Program Expenses $195,213

Other Expenses $135,390

TOTAL EXPENSES $366,888

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,194	$1,135,298	-0.8%
Expenses	$366,888	$570,633	-0.4%
Net Income	$-150,694	$564,665	-1.3%

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

$99,942

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jillian Jopling	President	8.00	Officer Director	$0	$0	$0
Joanne E Zumbrun	Vice President	10.00	Officer Director	$0	$0	$0
Honorable Susan S Barnes	Treasurer	5.00	Officer Director	$0	$0	$0
Angela Caughlin	Secretary	2.00	Officer Director	$0	$0	$0
Andrew D Adams	Director	1.00	Director	$0	$0	$0
Evelyn H Boatwright	Director	1.00	Director	$0	$0	$0
Minnette Boesel	Director	1.00	Director	$0	$0	$0
Matthew S Brollier	Director	1.00	Director	$0	$0	$0
Jill Brooks	Director	1.00	Director	$0	$0	$0
Shane T Davis	Director	1.00	Director	$0	$0	$0
Hank Deslaurier	Director	1.00	Director	$0	$0	$0
CC Ensell	Director	1.00	Director	$0	$0	$0
Duke Ensell	Director	1.00	Director	$0	$0	$0
Vicki S Faulkner	Director	1.00	Director	$0	$0	$0
J J Gonzlez	Director	1.00	Director	$0	$0	$0
Kirksey Gregg	Director	1.00	Director	$0	$0	$0
Nick Hellyar	Director	1.00	Director	$0	$0	$0
Harriet C Latimer	Director	1.00	Director	$0	$0	$0
Peter McGillivray	Director	1.00	Director	$0	$0	$0
Mister McKinney	Director	1.00	Director	$0	$0	$0
Barry Moore	Director	1.00	Director	$0	$0	$0
Kristina Hornberger Somerville	Director	1.00	Director	$0	$0	$0
Rives T Taylor	Director	1.00	Director	$0	$0	$0
Martha Whiting-Goddard	Director	1.00	Director	$0	$0	$0
Donald R Williams	Director	1.00	Director	$0	$0	$0
Alison Bell	Executive Director	45.00	Officer	$77,510	$0	$77,510
Belinda Woo	Finance Director	20.00	Officer	$22,432	$0	$22,432

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	$216,194	$366,888	$1,954,745	$-150,694
2024	$1,135,298	$570,633	$2,062,299	$564,665
2023	$988,709	$437,462	$1,535,829	$551,247
2022	$740,188	$466,456	$1,001,031	$273,732
2021	$464,148	$399,184	$801,966	$64,964
2020	$533,324	$798,744	$754,814	$-265,420
2019	$678,775	$904,967	$1,073,913	$-226,192
2019	$678,775	$904,967	$1,073,913	$-226,192

The Heritage Society