American Heritage Schools Inc (EIN 866153035) - 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

1970

Legal Domicile

Principal Officer

Grant Beckwith

Phone

8016420055

Tax Period

2024-07-01 to 2025-06-30

American Heritage Schools Inc, founded in 1970, is a mid-sized nonprofit in the Education sector that reported $23.0M in total revenue in fiscal year 2024. Expenses of $26.3M exceeded revenue, resulting in a 14% operating deficit.

Mission

Education of children in an environment that promotes moral and religious values.

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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 $4,374,903

Program Service Revenue $18,519,343

Investment Income $90,479

Other Revenue $28,274

TOTAL REVENUE $23,012,999

Expense Breakdown

Grants Paid $2,350,246

Salaries & Benefits $15,625,365

Fundraising Expenses $0

Program Expenses $22,992,418

Other Expenses $8,333,973

TOTAL EXPENSES $26,309,584

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,012,999	$23,037,416	0.0%
Expenses	$26,309,584	$24,422,250	+0.1%
Net Income	$-3,296,585	$-1,384,834	+1.4%

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

453

Volunteers

1750

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

$337,206

Total Directors

$230,759

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janine Miner	Trustee	1.00	Director	$0	$0	$0
Brett Gerlach	Trustee	1.00	Director	$0	$0	$0
Laurie Swim	Trustee	1.00	Director	$0	$0	$0
Derek Maxfield	Trustee	1.00	Director	$0	$0	$0
Hal Boyd	Trustee	1.00	Director	$0	$0	$0
David Andersen	Chair	1.00	Officer Director	$0	$0	$0
David Boren	Trustee	1.00	Director	$0	$0	$0
Jenet Erickson	Trustee	1.00	Director	$0	$0	$0
Chris Beckstead	Trustee	1.00	Director	$0	$0	$0
Shannon Foster	Trustee	1.00	Director	$0	$0	$0
Shannon Norton	Trustee	1.00	Director	$0	$0	$0
Mary Kay Ware	Trustee	1.00	Director	$0	$0	$0
David Warner	Trustee	1.00	Director	$0	$0	$0
Brent Bishop	Trustee	1.00	Director	$0	$0	$0
Grant Beckwith	Head of School	50.00	Officer Director	$219,531	$11,228	$230,759
Lyman Kirkland	Trustee	1.00	Director	$0	$0	$0
Adam Hendrickson	Business Director	40.00	Officer	$95,219	$11,228	$106,447
Chase Hale	Principal	40.00	Highest	$167,576	$11,228	$178,804
Peter Knecht	Distance Educ Dir	40.00	Highest	$160,410	$11,228	$171,638
Leland M Anderson	Principal	40.00	Highest	$147,322	$11,228	$158,550
Justin Hansen	Exec Director, AHS Worldwide	40.00	Highest	$135,350	$5,733	$141,083
David A Buer	Asst Principal	40.00	Highest	$110,155	$11,228	$121,383

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	$23,012,999	$26,309,584	$71,851,826	$-3,296,585
2024	$23,037,416	$24,422,250	$74,650,629	$-1,384,834
2023	$21,453,458	$24,591,072	$73,763,951	$-3,137,614
2022	$17,728,637	$18,755,785	$76,345,416	$-1,027,148
2021	$11,435,225	$12,545,707	$68,963,827	$-1,110,482
2020	$22,005,403	$11,291,991	$67,474,291	$10,713,412
2019	$21,146,302	$10,334,945	$56,214,886	$10,811,357
2018	$23,877,751	$8,849,028	$48,017,020	$15,028,723

American Heritage Schools Inc