FORT ADAMS TRUST INC

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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

1994

Legal Domicile

Phone

4018410707

Tax Period

2025-01-01 to 2025-12-31

FORT ADAMS TRUST INC, founded in 1994, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $588K, a strong 39% operating margin.

Mission

DIRECTING AND SUPPORTING THE RESTORATION, OPERATION AND MAINTENANCE OF THE NATIONAL HISTORIC LANDMARK FORT ADAMS AS A HISTORICAL SITE FOR PUBLIC BENEFIT.

Program Service Accomplishments

Program 1

Expenses: $292,395 Revenue: $0

RESTORATION, MAINTENANCE AND OPERATIONS OF THE NATIONAL HISTORIC LANDMARK FORT ADAMS.

Program 2

Expenses: $220,852 Revenue: $219,253

PROMOTION OF PUBLIC AWARENESS OF THE HISTORICAL SIGNIFICANCE OF FORT ADAMS THROUGH TOUR PROGRAMS AND FORT SPONSORED EVENTS.

Program 3

Expenses: $158,641 Revenue: $353,093

PROMOTION OF PUBLIC AWARENESS OF THE HISTORICAL SIGNIFICANCE FORT ADAMS THROUGH SITE RENTALS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $763,769

Program Service Revenue $668,279

Investment Income $97,300

Other Revenue $-13,980

TOTAL REVENUE $1,515,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $412,445

Fundraising Expenses $59,752

Program Expenses $682,684

Other Expenses $514,750

TOTAL EXPENSES $927,195

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,515,368	$1,307,811	+0.2%
Expenses	$927,195	$1,201,058	-0.2%
Net Income	$588,173	$106,753	+4.5%

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

$81,054

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REGAN MINER	EXECUTIVE DIRECTOR through April 2025	40.00	Officer	$31,854	$0	$31,854
PAUL MARSHALL	EXECUTIVE DIRECTOR start May 2025	27.50	Officer	$49,200	$0	$49,200
ATKINS MARYELLEN	DIRECTOR	0.50	Director	$0	$0	$0
BENSON ABBY	DIRECTOR	0.50	Director	$0	$0	$0
CERINO ANTHONY	DIRECTOR	0.50	Director	$0	$0	$0
MANVILLE KEITH	DIRECTOR	0.50	Director	$0	$0	$0
MARION III JOSEPH	DIRECTOR	0.50	Director	$0	$0	$0
QUINN ANN-MARIE	DIRECTOR	0.50	Director	$0	$0	$0
RICHARDS CAROLINE	DIRECTOR	0.50	Director	$0	$0	$0
ROSENBERG JOSHUA	DIRECTOR	0.50	Director	$0	$0	$0
TAYLOR CHARLES	DIRECTOR	0.50	Director	$0	$0	$0
VAN DEN HURK JEROEN	DIRECTOR	0.50	Director	$0	$0	$0
TITUS DANIEL	PRESIDENT	0.50	Officer Director	$0	$0	$0
GREICHAN MAUREEN	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
CORCORAN BILL	SECRETARY	0.50	Officer Director	$0	$0	$0
RAY LEILA	TREASURER	0.50	Officer Director	$0	$0	$0
PUTNEY PAT	AT LARGE	0.50	Officer Director	$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	$1,515,368	$927,195	$2,034,791	$588,173
2024	$1,307,811	$1,201,058	$1,422,385	$106,753
2023	$1,150,524	$1,130,009	$1,565,523	$20,515
2022	$1,115,382	$1,443,207	$1,465,996	$-327,825
2021	$1,343,928	$1,365,094	$1,609,265	$-21,166
2020	$811,753	$810,992	$1,646,968	$761