HERITAGE CENTER OF ORANGE INC (EIN 741991417) - 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

1985

Legal Domicile

Principal Officer

RON RUDESEAL

Phone

4098863505

Tax Period

2024-10-01 to 2025-09-30

HERITAGE CENTER OF ORANGE INC, founded in 1985, is a small nonprofit in the Housing & Shelter sector that reported $693K in total revenue in fiscal year 2024. The organization ran a surplus of $152K, a strong 22% operating margin.

Mission

To provide housing for the ederly and disabled as set forth under section 8 of the HUD HAP program.

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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 $687,357

Investment Income $5,679

Other Revenue $0

TOTAL REVENUE $693,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,554

Fundraising Expenses $0

Other Expenses $463,253

TOTAL EXPENSES $540,807

Year-over-Year Comparison

	2024	2023	Change
Revenue	$693,036	$679,254	+0.0%
Expenses	$540,807	$554,405	0.0%
Net Income	$152,229	$124,849	+0.2%

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

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
RON RUDESEAL	PRESIDENT	3	Officer	$0	$0	$0
J W SMITH	TREASURER	1	Officer	$0	$0	$0
JERRY MANNING	TRUSTEE	1	Director	$0	$0	$0
SUSAN BERRY	TRUSTEE	1	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	$693,036	$540,807	$2,194,262	$152,229
2024	No data	No data	No data	No data
2023	$648,435	$501,025	$2,043,525	$147,410
2022	$590,202	$401,649	$2,061,303	$188,553
2021	$649,314	$535,291	$2,079,277	$114,023
2020	$626,671	$416,546	$2,154,583	$210,125
2019	$596,320	$455,661	$2,135,906	$140,659
2018	$1,448,931	$1,286,112	$2,095,203	$162,819

HERITAGE CENTER OF ORANGE INC