HERITAGE GUILD OF VICKSBURG WARREN

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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

2016

Legal Domicile

Principal Officer

JOYCE CLINGAN

Phone

6016367188

Tax Period

2023-01-01 to 2023-12-31

HERITAGE GUILD OF VICKSBURG WARREN, founded in 2016, is a micro nonprofit in the Community Improvement sector that reported $264 in total revenue in fiscal year 2023. Expenses of $2K exceeded revenue, resulting in a 754% operating deficit.

Mission

HERITAGE GUILD OF VICKSBURG & WARREN COUNTY IS COMMITTED TO PROVIDING EDUCATIONAL PROGRAMS TO THE COMMUNITY AND SCHOOLS ON THE HISTORY OF OUR GEOGRAPHIC AREA AND THE IMPORTANCE OF PRESERVATION OF HISTORIC VENUES AND THEIR PERSONAL PROPERTIES.

Program Service Accomplishments

Program 1

Expenses: $1,062

TO PROVIDE EDUCATIONAL PROGRAMS TO THE COMMUNITY WHILE RESTORING AND PRESERVING HISTORIC PROPERTIES.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $264

TOTAL REVENUE $264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,062

Other Expenses $2,255

TOTAL EXPENSES $2,255

Year-over-Year Comparison

	2023	2022	Change
Revenue	$264	$-852	-1.3%
Expenses	$2,255	$292	+6.7%
Net Income	$-1,991	$-1,144	+0.7%

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
HARLEY CALDWELL	BOARD MEMBER	N/A	Director	$0	$0	$0
JOYCE CLINGAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
DEE HYLAND	BOARD MEMBER	N/A	Director	$0	$0	$0
DINAH LAZOR	SECRETARY	N/A	Officer Director	$0	$0	$0
CAROL MCMILLIN	TREASURER	N/A	Officer Director	$0	$0	$0
CORIN MORRISON	VICE PRESIDE	N/A	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
2023	$264	$2,255	$113,329	$-1,991
2022	$-852	$292	$115,320	$-1,144
2021	$-20,949	$1,833	$116,464	$-22,782
2020	$7,566	$1,215	$159,765	$6,351
2019	$-984	$4,073	$183,414	$-5,057
2018	$63,637	$3,053	$188,471	$60,584