HERITAGE IDAHO INC

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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

Tax Period

2023-01-01 to 2023-12-31

HERITAGE IDAHO INC, founded in 2019, is a small nonprofit in the Religion sector that reported $319K in total revenue in fiscal year 2023. Revenue fell 72% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $100K, a strong 31% operating margin.

Mission

PROVIDE RELIGIOUS SERVICES AND MEETINGS, INDIVIDUAL COUNSELING, FINANCIAL AID TO INDIVIDUALS FOR MEDICAL CARE, FUNDRAISING, MUSIC AND AGRICULTURAL ENDEAVORS.

Program Service Accomplishments

Program 1

Expenses: $216,107

PROVIDE RELIGIOUS SERVICES AND MEETINGS, INDIVIDUAL COUNSELING, FINANCIAL AID TO INDIVIDUALS FOR MEDICAL CARE, FUNDRAISING, MUSIC AND AGRICULTURAL ENDEAVORS.

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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 $316,192

Program Service Revenue $0

Investment Income $2,667

Other Revenue $187

TOTAL REVENUE $319,046

Expense Breakdown

Grants Paid $92,330

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $216,107

Other Expenses $126,997

TOTAL EXPENSES $219,327

Year-over-Year Comparison

	2023	2022	Change
Revenue	$319,046	$1,144,481	-0.7%
Expenses	$219,327	$253,566	-0.1%
Net Income	$99,719	$890,915	-0.9%

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
EDWARD FRENCH	President	1.00	Officer Director	$0	$0	$0
ANTHONY SALMERI	Director	1.00	Director	$0	$0	$0
AARON ALEXANDER	Director	1.00	Director	$0	$0	$0
JOHN FRENCH	Director	1.00	Director	$0	$0	$0
DAVID SALMERI	Director	1.00	Director	$0	$0	$0
GABRIEL FRENCH	Secretary	1.00	Officer Director	$0	$0	$0
ANDREW CUNNINGHAM	Treasurer	1.00	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
2024	No data	No data	No data	No data
2023	$319,046	$219,327	$2,212,582	$99,719
2022	$1,144,481	$253,566	$2,123,961	$890,915
2021	$266,250	$158,454	$1,271,937	$107,796