HEATHER HEYER FOUNDATION (EIN 822554042) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

SUSAN BRO

Tax Period

2022-01-01 to 2022-12-31

HEATHER HEYER FOUNDATION, founded in 2017, is a small nonprofit that reported $149K in total revenue in fiscal year 2018. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $120K, a strong 80% operating margin.

Mission

ESTABLISH SCHOLARSHIP PROGRAM TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS PASSIONATE ABOUT POSITIVE SOCIAL CHANGE

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $12,979

Program Service Revenue $0

Investment Income $17,899

Other Revenue $0

TOTAL REVENUE $30,878

Expense Breakdown

Grants Paid $275,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $284,782

Other Expenses $9,742

TOTAL EXPENSES $284,742

Year-over-Year Comparison

	2022	2021	Change
Revenue	$30,878	$74,735	-0.6%
Expenses	$284,742	$49,502	+4.8%
Net Income	$-253,864	$25,233	-11.1%

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

N/A

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

$20,000

Total Directors

$40,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN BRO	PRESIDENT	40	Officer Director	$20,000	$0	$20,000
S THOMAS	DIRECTOR	2	Director	$0	$0	$0
S THOMAS	DIRECTOR	2	Director	$0	$0	$0
KELLI PALMER	DIRECTOR	2	Director	$0	$0	$0
C MORGANLANDER	DIRECTOR	2	Director	$0	$0	$0
ALFRED WILSON	DIRECTOR	2	Director	$20,000	$0	$20,000

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
2022	$30,878	$284,742	No data	$-253,864
2021	$74,735	$49,502	$345,582	$25,233
2020	$103,849	$42,866	$321,295	$60,983
2019	$77,943	$51,543	$247,339	$26,400
2018	$149,053	$29,108	$220,533	$119,945

HEATHER HEYER FOUNDATION