Heritage High School Band Booster Association (EIN 800429729) - 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

2014

Legal Domicile

Principal Officer

SHERYL BRADLEY

Phone

4696335900

Tax Period

2019-07-01 to 2020-06-30

Heritage High School Band Booster Association, founded in 2014, is a micro nonprofit in the Education sector that reported $98K in total revenue in fiscal year 2019. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $41K, a strong 42% operating margin.

Mission

Band Booster organization in place to the service and support the Heritage High School Band

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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 (2019)

Revenue Breakdown

Contributions & Grants $124,436

Program Service Revenue $0

Investment Income $0

Other Revenue $-26,448

TOTAL REVENUE $97,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $56,502

TOTAL EXPENSES $56,502

Year-over-Year Comparison

	2019	2018	Change
Revenue	$97,988	$105,833	-0.1%
Expenses	$56,502	$75,896	-0.3%
Net Income	$41,486	$29,937	+0.4%

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

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
SUSAN PHILO	President	4.000	Officer	$0	$0	$0
KRISTI STEVENS	Secretary	4.000	Officer	$0	$0	$0
DAWN MARIE SCHUDA	1st Vice President	4.000	Officer	$0	$0	$0
AMIE GANNAWAY	V PresidentVolunteer	4.000	Officer	$0	$0	$0
CASEY KINDLA	V PresidentFundraisi	4.000	Officer	$0	$0	$0
SHERYL BRADLEY	Treasurer	8.000	Officer	$0	$0	$0
CAROLYN ARTHURS	V PresidentEvents	4.000	Officer	$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
2020	$97,988	$56,502	$37,701	$41,486

Heritage High School Band Booster Association