Heritage Village Homeowners (EIN 760095786) - 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

1983

Legal Domicile

Phone

2818700585

Tax Period

2025-01-01 to 2025-12-31

Heritage Village Homeowners, founded in 1983, is a small nonprofit in the Housing & Shelter sector that reported $563K in total revenue in fiscal year 2025. Expenses of $494K left a modest 12% surplus.

Mission

The Association was formed to provide for maintenance, improvements and safety of all common areas for the benefit of the residents and community visitors to the geographic area within the community known as Heritage Village.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $393,776

Investment Income $26,671

Other Revenue $142,917

TOTAL REVENUE $563,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $449,605

Other Expenses $493,565

TOTAL EXPENSES $493,565

Year-over-Year Comparison

	2025	2024	Change
Revenue	$563,364	$537,970	+0.0%
Expenses	$493,565	$597,939	-0.2%
Net Income	$69,799	$-59,969	-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

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
Shelia Kuykendall	President	2.00	Officer Director	$0	$0	$0
Jessie Brown	Vice President	2.00	Officer Director	$0	$0	$0
Deborah Ecklin	Treasurer	2.00	Officer Director	$0	$0	$0
Mileia Lewis	Secretary	2.00	Officer Director	$0	$0	$0
L Renee Taplin-Jones	Director	2.00	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	$563,364	$493,565	$1,577,798	$69,799
2024	$537,970	$597,939	$1,535,185	$-59,969
2023	$517,099	$382,389	$1,584,623	$134,710
2022	$450,198	$371,676	$1,387,959	$78,522
2021	$429,129	$432,067	$1,305,296	$-2,938
2020	$412,066	$407,971	$1,275,781	$4,095

Heritage Village Homeowners