INHERENTANCE

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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

2022

Legal Domicile

Principal Officer

TIM SWANSON

Phone

3129299935

Tax Period

2024-01-01 to 2024-12-31

INHERENTANCE, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $757K in total revenue in fiscal year 2024. Revenue surged 440% from the prior year, signaling strong growth momentum. The organization ran a surplus of $150K, a strong 20% operating margin.

Mission

INVEST IN PEOPLE BY PROVIDING EDUCATION, TRAINING, AND CAREER DEVELOPMENT TO WOMEN, JUSTICE-INVOLVED INDIVIDUALS AND THOSE WITH HISTORICALLY LIMITED ACCESS TO THE TRADES; AND INVEST IN COMMUNITIES THROUGH PUBLIC WORKS PROJECTS THAT ARE TAILORED TO THE NEEDS OF THE COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $606,500

INVEST IN PEOPLE BY PROVIDING EDUCATION, TRAINING, AND CAREER DEVELOPMENT TO WOMEN, JUSTICE-INVOLVED INDIVIDUALS AND THOSE WITH HISTORICALLY LIMITED ACCESS TO THE TRADES. THIS PROGRAM WILL FOCUS ON (A) SOFT SKILLS IN THE WORKPLACE: BASIC WORKPLACE DEMEANOR, EXECUTIVE FUNCTION, AS WELL AS PHYSICAL AND EMOTIONAL HEALTH, AND (B) HARD SKILL NEEDED FOR ADVANCEMENT, INCLUDING TIME MANAGEMENT, PROCESS IMPROVEMENT, AND CONSTRUCTION TRADE SKILLS. INDIVIDUALS WILL LEARN THESE SKILLS BY BUILDING MODULARLY CONSTRUCTED HOMES THAT WILL BE SOLD TO HOMEBUYERS MAKING 60-100 PERCENT OF THE AMI (AREA MEDIAN INCOME) THAT WILL ALSO HELP ADDRESS THE AFFORDABLE HOUSING CRISIS FACING OUR NATION'S CITIES.

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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 $757,345

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $757,345

Expense Breakdown

Grants Paid $584,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $606,500

Other Expenses $23,229

TOTAL EXPENSES $607,229

Year-over-Year Comparison

	2024	2023	Change
Revenue	$757,345	$140,213	+4.4%
Expenses	$607,229	$190,213	+2.2%
Net Income	$150,116	$-50,000	-4.0%

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

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

$249,149

Total Directors