HERITAGE AT HOME INC (EIN 823718019) - 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

2018

Legal Domicile

Principal Officer

AMY BARNES

Phone

2693821255

Tax Period

2024-07-01 to 2025-06-30

HERITAGE AT HOME INC, founded in 2018, is a small nonprofit in the Health Care sector that reported $359K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

PERSONAL CARE/ASSISTANCE FOR THE ELDERLY AND/OR PHYSICALLY HANDICAPPED IN THE COMFORT OF THEIR OWN HOME.

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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 (2024)

Revenue Breakdown

Contributions & Grants $14,181

Program Service Revenue $264,801

Investment Income $0

Other Revenue $80,054

TOTAL REVENUE $359,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $339,287

Fundraising Expenses $0

Program Expenses $344,027

Other Expenses $45,926

TOTAL EXPENSES $385,213

Year-over-Year Comparison

	2024	2023	Change
Revenue	$359,036	$306,402	+0.2%
Expenses	$385,213	$362,267	+0.1%
Net Income	$-26,177	$-55,865	-0.5%

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

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

$963,640

Total Directors

Key Employees

$166,974

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL OLMSTED	CFO	1	Officer	$0	$5,007	$230,509
PAUL BARBER	COO	1	Officer	$0	$14,604	$219,900
LINDSAY MORSE	DIRECTOR OF HEALTH SERVICES	0	Key Emp	$0	$11,273	$166,974
MATTHEW SHANKLE	VICE PRESIDENT OF MARKETING & SALES	1	Officer	$0	$14,604	$163,634
KATHRYL BOWEN	RN, UPJOHN	0	Highest	$0	$0	$140,746
AMY BARNES	CFO	1	Officer	$0	$14,604	$135,679
JENNIFER PIOTROWICZ	VICE PRESIDENT HUMAN RESOURCES	1	Officer	$0	$0	$132,882
BELINDA JANSON	CNA UPJOHN	0	Highest	$0	$5,725	$132,339
HEATHER RENTER	SR DIRECTOR OF RESIDENT LIFE AND THE MCLC	0	Highest	$0	$8,009	$127,340
JOAN CHUMBA	RN, UPJOHN	0	Highest	$0	$0	$115,292
TRACI PATNOUDE	DIRECTOR INDEPENDENT LIVING	0	Highest	$0	$0	$108,381
JULIE DEPPNER	CEO	1	Officer	$0	$0	$81,036
REX BELL	BOARD CHAIR	1	Officer Director	$0	$0	$0
WILLIAM MILLARD	BOARD TREASURER	1	Officer Director	$0	$0	$0
BOB MILLER	BOARD VICE CHAIR	1	Officer Director	$0	$0	$0
DAN RINZEMA	SECRETARY	1	Officer Director	$0	$0	$0
J JOSEPH BROGGER II	DIRECTOR	1	Director	$0	$0	$0
SYDNEY ELLIS	DIRECTOR	1	Director	$0	$0	$0
KIM HATCHEL	DIRECTOR	1	Director	$0	$0	$0
JACK KEISER	DIRECTOR	1	Director	$0	$0	$0
LAURA ELLER	DIRECTOR	1	Director	$0	$0	$0
JAMIE MELVIN	DIRECTOR	1	Director	$0	$0	$0
JACK SIZER	DIRECTOR	1	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	$359,036	$385,213	$30,778	$-26,177
2024	No data	No data	No data	No data
2023	$525,105	$479,283	$166,083	$45,822
2022	$346,135	$460,271	$-495,598	$-114,136
2021	$699,643	$683,674	$-311,305	$15,969
2020	$779,532	$1,010,533	$-202,624	$-231,001
2019	$811,735	$949,378	$-125,514	$-137,643
2018	$221,230	$256,396	$7,247	$-35,166

HERITAGE AT HOME INC