AMERICAN HERITAGE FOUNDATION (EIN 842225403) - 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

2019

Legal Domicile

Principal Officer

Jerome Nelson McLeod IV

Phone

8035530113

Tax Period

2020-01-01 to 2020-12-31

AMERICAN HERITAGE FOUNDATION, founded in 2019, is a small nonprofit in the Arts, Culture & Humanities sector that reported $328K in total revenue in fiscal year 2020. Revenue surged 19752% from the prior year, signaling strong growth momentum. The organization ran a surplus of $323K, a strong 99% operating margin.

Mission

To educate the public about the sacrifices made by members of the military in defense of our freedom and democracy; to install lasting patriotism in all Americans; to preserve the symbols of the American military legacy; and to honor the military; past, present, and future.

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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 (2020)

Revenue Breakdown

Contributions & Grants $327,557

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $327,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $4,681

TOTAL EXPENSES $4,681

Year-over-Year Comparison

	2020	2019	Change
Revenue	$327,557	$1,650	+197.5%
Expenses	$4,681	$1,100	+3.3%
Net Income	$322,876	$550	+586.0%

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

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
Maj Michael W Tighe Esquire	Board Chairman	2	Officer Director	$0	$0	$0
Lt Gen Ellie G Shuler Jr	Director	0	Director	$0	$0	$0
CPT Lawrence Russell	President	5	Officer	$0	$0	$0
Cpl John M Graham	Vice President	2	Officer	$0	$0	$0
PO3 John Matthews	Secretary	2	Officer	$0	$0	$0
Jerome N McLeod IV	Treasurer	2	Officer	$0	$0	$0
LtGen Garry L Parks	Director	0	Officer	$0	$0	$0
MG Lester D Eisner	Director	0	Officer	$0	$0	$0
RADM David K Shimp Phd	Director	0	Officer	$0	$0	$0
Robert G Suber	Director	0	Officer	$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
2020	$327,557	$4,681	$323,426	$322,876

AMERICAN HERITAGE FOUNDATION