United Heritage Charity Foundation Inc (EIN 810610158) - 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

2003

Legal Domicile

Phone

5124354545

Tax Period

2023-01-01 to 2023-12-31

United Heritage Charity Foundation Inc, founded in 2003, is a small nonprofit in the Human Services sector that reported $244K in total revenue in fiscal year 2023. Revenue surged 164% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 42% operating margin.

Mission

To provide financial support to charitable organizations that serve communities in Austin, Tyler, and other areas across Texas.

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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 $244,214

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $244,214

Expense Breakdown

Grants Paid $139,462

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,462

Other Expenses $1,028

TOTAL EXPENSES $140,490

Year-over-Year Comparison

	2023	2022	Change
Revenue	$244,214	$92,576	+1.6%
Expenses	$140,490	$76,287	+0.8%
Net Income	$103,724	$16,289	+5.4%

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

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
Chelsea Schrimpf	Chair	5.00	Officer Director	$0	$0	$0
Kevin Farley	Vice Chair	1.00	Officer Director	$0	$0	$0
Sarah Saxon	Sect/Treasurer	1.00	Officer Director	$0	$0	$0
Brittany Johnson	Director	1.00	Director	$0	$0	$0
Charles Weaner	Director	1.00	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
2023	$244,214	$140,490	$258,078	$103,724
2019	$194,052	$136,566	$162,091	$57,486

United Heritage Charity Foundation Inc