CHARLTON HERITAGE PRESERVATION TR (EIN 046910702) - 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

1999

Legal Domicile

Principal Officer

Sandra Dam

Phone

5082487110

Tax Period

2023-01-01 to 2023-12-31

CHARLTON HERITAGE PRESERVATION TR, founded in 1999, is a micro nonprofit in the Environment sector that reported $1K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $4K exceeded revenue, resulting in a 204% operating deficit.

Mission

TO SEEK TO PRESERVE THE NATURAL BEAUTIES AND RURAL CHARACTER OF THE TOWN OF CHARLTON

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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 $380

Program Service Revenue $0

Investment Income $1,084

Other Revenue $0

TOTAL REVENUE $1,464

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,322

Other Expenses $4,444

TOTAL EXPENSES $4,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,464	$1,107	+0.3%
Expenses	$4,444	$750	+4.9%
Net Income	$-2,980	$357	-9.3%

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

N/A

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
Colin Novick	Trustee	1	Director	$0	$0	$0
Janet Blasius	Vice-President	5	Director	$0	$0	$0
Sandra Dam	Treasurer	3	Director	$0	$0	$0
William Blasius	Secretary	6	Officer Director	$0	$0	$0
James Moran	Trustee	2	Director	$0	$0	$0
Elizabeth Moran	Trustee	1	Director	$0	$0	$0
Karin Johnson	Trustee	5	Director	$0	$0	$0
Lisa Westwell	President	6	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,464	$4,444	$1,270,426	$-2,980
2022	$1,107	$750	$1,273,406	$357
2021	$404	$169	$1,273,049	$235

CHARLTON HERITAGE PRESERVATION TR