HERITAGE PLANTATION OF SANDWICH INC (EIN 042704457) - 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

1980

Legal Domicile

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

CELEBRATE THE LANDSCAPES AND CULTURE OF OUR REGION AND INSPIRE PEOPLE OF ALL AGES TO EXPLORE, DISCOVER AND LEARN TOGETHER.

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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 (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

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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

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

Total Directors

Key Employees

$239,728

Highest Compensated

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

HERITAGE PLANTATION OF SANDWICH INC