HERITAGE PLANTATION OF SANDWICH INC

EIN: 042704457 501(c)(3) Arts, Culture & Humanities

SANDWICH, MA

Total Revenue
$6,546,264
Total Expenses
$6,460,028
Total Assets
$35,563,529
Net Assets
$35,002,085
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
MA
Principal Officer
ANNE SCOTT-PUTNEY
Phone
5088883300
Tax Period
2023-01-01 to 2023-12-31

HERITAGE PLANTATION OF SANDWICH INC, founded in 1980, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.5M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Net assets of $35.0M represent 64 months of operating reserves.

Mission

HERITAGE MUSEUM AND GARDENS CELEBRATES THE LANDSCAPES AND CULTURE OF OUR REGION AND INSPIRES PEOPLE OF ALL AGES TO LEARN TOGETHER. WE DO THIS BY SHARING EXCELLENCE IN HORTICUTURE, GARDEN DESIGN, STEM EDUCATION, OUTDOOR DISCOVERY AND THE EXHIBITION OF THE GREAT COLLECTIONS.

Program Service Accomplishments

Program 1
Expenses: $632,903

COLLECTIONS - HERITAGE PROVIDES MAJOR EXHIBITIONS EACH YEAR BASED ON IT'S 18,000 OBJECT COLLECTIONS WHICH INCLUDES AMERICAN AUTOMOBILES, SOUTHEASTERN MASSACHUSETTS ART, AND HISTORICAL OBJECTS WITH A...

Read more

COLLECTIONS - HERITAGE PROVIDES MAJOR EXHIBITIONS EACH YEAR BASED ON IT'S 18,000 OBJECT COLLECTIONS WHICH INCLUDES AMERICAN AUTOMOBILES, SOUTHEASTERN MASSACHUSETTS ART, AND HISTORICAL OBJECTS WITH A FOCUS ON CAPE COD & THE ISLANDS. IN ADDITION, HERITAGE OFFERS ANNUAL SPECIAL EXHIBITIONS WHICH EXAMINE ASPECTS OF OUR REGIONAL CULTURE. OUTSIDE, HERITAGE PRESENTS ANNUAL INSTALLATIONS BY CONTEMPORARY ARTISTS. IN ADDITION TO PLANNING FOR THE FUTURE EXHIBITS, THE COLLECTIONS STAFF CARE FOR AND MANAGE OUR PERMANANT COLLECTIONS.

Program 2
Expenses: $896,262

HORTICULTURE - ABOUT 60 ACRES OF HERITAGE'S 100 ACRE PROPERTY ARE INTENSELY PLANTED. THESE INCLUDE OUR INTERNATIONALLY SIGNIFICANT COLLECTIONS OF SPECIMEM TREES,RHODODENDRONS, HOSTAS, DAYLILIES AND...

Read more

HORTICULTURE - ABOUT 60 ACRES OF HERITAGE'S 100 ACRE PROPERTY ARE INTENSELY PLANTED. THESE INCLUDE OUR INTERNATIONALLY SIGNIFICANT COLLECTIONS OF SPECIMEM TREES,RHODODENDRONS, HOSTAS, DAYLILIES AND HYDRANGEAS. A MAZE GARDEN HOUSES OUR THREE-SEASON VINE COLLECTION, A LABYRINTH, FLUME FOUNTAIN, AND THE MCGRAW FAMILY GARDEN OF THE SENSES APPEALS TO ALL FIVE SENSES. HERITAGE WORKS FREQUENTLY WITH PARTNER ORGANIZATIONS RESEARCHING AND TESTING OF NEW HORTICULTURE METHODS. WE CATALOGUE OUR PLANTS AND SHARE INFORMATION WITH THE FIELD ONLINE.

Program 3
Expenses: $3,196,840 Revenue: $2,452,028

SCHOOL AND PROGRAMS - HERITAGE PROVIDES BROAD EDUCATIONAL OFFERINGS FOR FORMAL AND INFORMAL SETTINGS. OVER 60,000 CHILDREN ARE SERVED IN FORMAL AND INFORMAL SETTINGS. FOR SCHOOL CHILDREN, THIS...

Read more

SCHOOL AND PROGRAMS - HERITAGE PROVIDES BROAD EDUCATIONAL OFFERINGS FOR FORMAL AND INFORMAL SETTINGS. OVER 60,000 CHILDREN ARE SERVED IN FORMAL AND INFORMAL SETTINGS. FOR SCHOOL CHILDREN, THIS INCLUSES HIDDEN HOLLOW, THE OUTDOOR DISCOVERY AREA AND FIELD TRIPS. FAMILY INFORMAL LEARNING PROGRAMS INCLUDE SPECIAL THEME LEARNING DAYS, FESTIVAL WEEKS AND SPECIAL TOURS FOR CHILDREN AND FAMILIES OF OUR EXHIBITS. FOR ADULTS, A SERIES INCLUDING BEHIND THE SCENES TOURS FOR AUTO ENTHUSIASTS, HYDRANGEA UNIVERSITY AND OTHER HORTICULTURE RELATED WORKSHOPS, SEMINARS, LECTURES, GUIDED TOURS, AND CURATOR-LED TALKS. AN INTERNSHIP PROGRAM PROVIDES PAID OPPORTUNITIES FOR 6 HORTICULTURE GRADUATE AND UNDERGRADUATE STUDENTS ANNUALLY WHO WORK WITH OUR HORTICULTURE PROFESSIONALS. IN ADDITION, PRE-SERVICE TEACHERS DO PRACTICUMS AND FULFILL OTHER CURRICULUM REQUIREMENTS INTERNING IN THE HUNDRED ACRE SCHOOL.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,251,233
Program Service Revenue $2,452,028
Investment Income $256,680
Other Revenue $586,323
TOTAL REVENUE $6,546,264

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,710,990
Fundraising Expenses $542,296
Program Expenses $4,726,005
Other Expenses $2,749,038
TOTAL EXPENSES $6,460,028

Year-over-Year Comparison

2023 2022 Change
Revenue $6,546,264 $8,476,317 -0.2%
Expenses $6,460,028 $6,386,931 +0.0%
Net Income $86,236 $2,089,386 -1.0%
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

Sign In

Governance

Voting Members
16
Independent Members
16
Employees
140
Volunteers
160

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
4
$0
Total Directors
16
$0
Key Employees
1
$239,728
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNE SCOTT-PUTNEY PRESIDENT & 40.00
Key Emp
$231,049 $8,679 $239,728
LESLIE LUTZ DIR. OF HORT 40.00
Highest
$114,599 $8,977 $123,576
HEATHER MEAD DIR. OF VISI 40.00
Highest
$118,000 $9,047 $127,047
TOM ROCKWELL CHAIR 2.00
Officer Director
$0 $0 $0
FRANK MINARD VICE CHAIR 2.00
Officer Director
$0 $0 $0
MARILYN OLMSTEAD CLERK 2.00
Officer Director
$0 $0 $0
HARRY ALVERSON III TREASURER 2.00
Officer Director
$0 $0 $0
TK ANKNER DIRECTOR 1.00
Director
$0 $0 $0
CRAIG ASHWORTH DIRECTOR 1.00
Director
$0 $0 $0
WILLIAM COLLATOS DIRECTOR 1.00
Director
$0 $0 $0
TODD HERRMANN DIRECTOR 1.00
Director
$0 $0 $0
JUDITH HOLT DIRECTOR 1.00
Director
$0 $0 $0
CHERYL LILLY DIRECTOR 1.00
Director
$0 $0 $0
MARIAH LILLY DIRECTOR 1.00
Director
$0 $0 $0
CHRISTOPHER RICHARDS DIRECTOR 1.00
Director
$0 $0 $0
WENDY SWEET WILSON DIRECTOR 1.00
Director
$0 $0 $0
ALAN GRANBY DIRECTOR 1.00
Director
$0 $0 $0
CHERYL YOUNG DIRECTOR 1.00
Director
$0 $0 $0
TRACY ISHAM TRUSTEE EMER 1.00
Director
$0 $0 $0
JUDITH GOETZ DIRECTOR OF 40.00
Highest
$105,406 $18,025 $123,431
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 $6,546,264 $6,460,028 $35,563,529 $86,236
2022 $8,476,317 $6,386,931 $33,035,209 $2,089,386
2021 $6,604,835 $5,431,634 $34,658,032 $1,173,201
2020 $5,618,161 $4,887,968 $30,802,271 $730,193
2019 $3,680,472 $5,006,964 $30,012,284 $-1,326,492
2018 $3,862,747 $4,931,651 $29,821,407 $-1,068,904
Explore More Nonprofits
Top 100 Nonprofits in Massachusetts Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare HERITAGE PLANTATION OF SANDWICH INC with other nonprofits in Massachusetts and across the country.