HERITAGE POLONIA FOUNDATION (EIN 921507313) - 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

2022

Legal Domicile

Principal Officer

BEATA PASZYC

Phone

7039733589

Tax Period

2024-01-01 to 2024-12-31

HERITAGE POLONIA FOUNDATION, founded in 2022, is a small nonprofit in the International Affairs sector that reported $335K in total revenue in fiscal year 2024. Revenue surged 113% from the prior year, signaling strong growth momentum.

Mission

THE HERITAGE POLONIA PROGRAM IS DESIGNED TO ACHIEVE SEVERAL KEY ACCOMPLISHMENTS THAT ALIGN WITH THE FOUNDATION'S MISSION OF FOSTERING GREATER UNDERSTANDING AND COLLABORATION BETWEEN THE CITIZENS OF POLAND AND THE UNITED STATES.

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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 $335,000

Program Service Revenue $0

Investment Income $0

Other Revenue $63

TOTAL REVENUE $335,063

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,441

Fundraising Expenses $0

Program Expenses $303,451

Other Expenses $220,464

TOTAL EXPENSES $341,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$335,063	$157,518	+1.1%
Expenses	$341,905	$49,879	+5.9%
Net Income	$-6,842	$107,639	-1.1%

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

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

$112,172

Total Directors

$112,172

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PIOTR TRABINSKI	PRESIDENT	40.00	Officer Director	$112,172	$0	$112,172
KONRAD SALABER	OFFICER	2.00	Officer Director	$0	$0	$0
CHRIS JAMROZ	OFFICER	2.00	Officer Director	$0	$0	$0
BEATA PASZYC	CEO	2.00	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
2024	$335,063	$341,905	$101,617	$-6,842

HERITAGE POLONIA FOUNDATION