HERITAGE FORUM

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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

DUANE DONNER

Phone

2057901958

Tax Period

2024-01-01 to 2024-12-31

HERITAGE FORUM, founded in 2018, is a micro nonprofit in the Public & Societal Benefit sector that reported $66K in total revenue in fiscal year 2024. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $58K, a strong 88% operating margin.

Mission

THE HERITAGE FORUM'S MISSION IS TO INSPIRE AND EQUIP ATTENDEES WITH BEST PRACTICES FOR LIFE AND SUCCESSION PLANNING IN A HOLISTIC MANNER, WITH THE GOAL OF CREATING A GODLY HERITAGE VISION FOR LASTING-LEGACY.

Program Service Accomplishments

Program 1

Expenses: $5,693

THE HERITAGE FORUM ENGAGES PARTICIPANTS IN AN INTERACTIVE AND COLLABORATIVE HERITAGE PROCESS, DESIGNED TO PROMPT THE EXPLORATION, DEVELOPMENT AND CREATION OF THEIR PERSONAL HERITAGE VISION. THIS...

THE HERITAGE FORUM ENGAGES PARTICIPANTS IN AN INTERACTIVE AND COLLABORATIVE HERITAGE PROCESS, DESIGNED TO PROMPT THE EXPLORATION, DEVELOPMENT AND CREATION OF THEIR PERSONAL HERITAGE VISION. THIS VISUALIZATION OF A PREFERABLE FUTURE INCLUDES EVERY MAJOR ASPECT OF ONE'S PERSONAL AND PROFESSIONAL LIFE RELATED TO THEIR PURPOSE AND LEGACY. INTERACTIVE SESSIONS ARE FACILITATED BY A TEAM OF TALENTED AND EXPERIENCED PROFESSIONALS, EACH SPECIALIZING IN THEIR OWN RESPECTIVE AREAS OF EXPERTISE WITHIN THE REALM OF HERITAGE AND LEGACY PLANNING. THE UNIQUE, INTERACTIVE EXPERIENCE INCLUDES TEACHING SESSIONS, PANEL DISCUSSIONS, SMALL GROUP DISCUSSIONS, FIRESIDE CHATS, CASUAL SOCIALIZING, RECREATION, AND FANTASTIC MEALS.IT OPENS THE DOORS TO SELF-DISCOVERY AND PERSONAL GROWTH BY EXPLORING WHAT IT MEANS TO LIVE A PURPOSEFUL LIFE OF SIGNIFICANCE WHILE WORKING TOWARD BUILDING A LASTING LEGACY.

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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 $164,500

Program Service Revenue $0

Investment Income $3,534

Other Revenue $-101,987

TOTAL REVENUE $66,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,693

Other Expenses $7,682

TOTAL EXPENSES $7,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,047	$172,086	-0.6%
Expenses	$7,682	$130,564	-0.9%
Net Income	$58,365	$41,522	+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
DUANE DONNER	PRESIDENT	1.00	Director	$0	$0	$0
PHIL NICAUD	VICE PRESIDENT	1.00	Director	$0	$0	$0
RUSS CROSSON	TREASURER	1.00	Director	$0	$0	$0
KATIE BURNS	SECRETARY	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
2025	No data	No data	No data	No data
2024	$66,047	$7,682	$191,277	$58,365