HOLT HERITAGE CENTER (EIN 882928057) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

ROGER HOLT

Phone

4062736743

Tax Period

2023-01-01 to 2023-12-31

HOLT HERITAGE CENTER, founded in 2022, is a small nonprofit in the Arts, Culture & Humanities sector that reported $448K in total revenue in fiscal year 2023. The organization ran a surplus of $311K, a strong 69% operating margin.

Mission

THE HOLT HERITAGE CENTER BRINGS PEOPLE TOGHETHER TO LEARN ABOUT OUR PAST AND WORK TOWARDS A BETTER FUTURE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $447,851

Program Service Revenue $250

Investment Income $0

Other Revenue $0

TOTAL REVENUE $448,101

Expense Breakdown

Grants Paid $8,301

Salaries & Benefits $110,848

Fundraising Expenses $0

Program Expenses $125,304

Other Expenses $18,387

TOTAL EXPENSES $137,536

Year-over-Year Comparison

	2023	2022	Change
Revenue	$448,101	N/A	N/A
Expenses	$137,536	N/A	N/A
Net Income	$310,565	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ROGER HOLT	CHAIR	4.00	Officer Director	$0	$0	$0
RAMONA HOLT	VICE CHAIR	4.00	Officer Director	$0	$0	$0
BRET HOLT	SECRETARY/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
2023	$448,101	$137,536	$310,565	$310,565

HOLT HERITAGE CENTER