BUENA VISTA HERITAGE (EIN 742498589) - 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

1974

Legal Domicile

Principal Officer

AMY WEISENHORN

Phone

7192072254

Tax Period

2023-01-01 to 2023-12-31

BUENA VISTA HERITAGE, founded in 1974, is a small nonprofit in the Arts, Culture & Humanities sector that reported $284K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $343K exceeded revenue, resulting in a 21% operating deficit.

Mission

PRESERVE AND SHARE THE HISTORY OF BUENA VISTA AND CHAFFEE COUNTY FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC.

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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 $201,283

Program Service Revenue $43,565

Investment Income $990

Other Revenue $38,006

TOTAL REVENUE $283,844

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,887

Fundraising Expenses $16,751

Program Expenses $318,194

Other Expenses $271,430

TOTAL EXPENSES $343,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$283,844	$326,371	-0.1%
Expenses	$343,317	$304,944	+0.1%
Net Income	$-59,473	$21,427	-3.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RHONDA FUNSTON	ALTERNATE BD	1.25	Director	$0	$0	$0
ROBIN HALL	AT-LARGE BD	2.63	Director	$0	$0	$0
JUDY HASSELL	SECRETARY	3.00	Officer Director	$0	$0	$0
SUZY KELLY	AT-LARGE BD	5.67	Director	$0	$0	$0
VIC KUKLIN	PRESIDENT	6.00	Officer Director	$0	$0	$0
NICOLE LATHROP	AT-LARGE BD	0.80	Director	$0	$0	$0
NANCY LOCKE	AT-LARGE BD	3.30	Director	$0	$0	$0
KENNETH PEARCE	TREASURER	3.00	Officer Director	$0	$0	$0
KATHI PERRY	AT-LARGE BD	4.00	Director	$0	$0	$0
MELANIE ROTH	AT-LARGE BD	2.30	Director	$0	$0	$0
BELINDA TIPTON	AT-LARGE BD	2.20	Director	$0	$0	$0
AMY WEISENHORN	VICE PRESIDE	4.00	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
2024	No data	No data	No data	No data
2023	$283,844	$343,317	$1,298,410	$-59,473
2022	$326,371	$304,944	$1,384,986	$21,427
2021	$201,616	$197,804	$1,360,186	$3,812
2020	$157,068	$139,208	$1,344,833	$17,860
2019	$492,518	$112,819	$1,324,296	$379,699
2018	$219,638	$110,493	$946,090	$109,145

BUENA VISTA HERITAGE