American Heritage Education Foundation Inc (EIN 760452407) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Jack Kamrath

Phone

7136272698

Tax Period

2024-07-01 to 2025-06-30

American Heritage Education Foundation Inc, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $278K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $278,029

Program Service Revenue $0

Investment Income $80

Other Revenue $164

TOTAL REVENUE $278,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $142,925

Fundraising Expenses $12,456

Program Expenses $233,129

Other Expenses $134,424

TOTAL EXPENSES $277,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$278,273	$231,947	+0.2%
Expenses	$277,349	$280,304	0.0%
Net Income	$924	$-48,357	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$95,345

Total Directors

$95,345

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Kamrath	President	60.00	Officer Director	$45,900	$18,111	$64,011
Jack Kamrath	Vice President	60.00	Officer Director	$25,750	$5,584	$31,334
John R Butler Jr	Director	1.00	Director	$0	$0	$0
Peter Maffitt	Director	1.00	Director	$0	$0	$0
Doug McMurrey	Director	1.00	Director	$0	$0	$0
James Roeder	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	$278,273	$277,349	$250,707	$924
2024	$231,947	$280,304	$224,327	$-48,357
2023	$359,519	$248,467	$252,853	$111,052
2022	$181,465	$185,260	$178,465	$-3,795
2021	$218,976	$179,433	$198,451	$39,543
2019	$194,490	$229,132	$53,929	$-34,642

American Heritage Education Foundation Inc