MOUNT HOPE TRUST IN BRISTOL

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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

1998

Legal Domicile

Principal Officer

LINDA SILVEIRA

Phone

4012541745

Tax Period

2024-01-01 to 2024-12-31

MOUNT HOPE TRUST IN BRISTOL, founded in 1998, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2024. Net assets of $4.4M represent 45 months of operating reserves.

Mission

MOUNT HOPE FARM SEEKS TO PRESERVE AND PROTECT THE INTEGRITY OF ITS NATURAL ASSETS AND IS HISTORICAL STRUCTURES. ITS PROGRAM GOALS INCLUDE INCREASING PUBLIC ENGAGEMENT AND EDUCATION THROUGH PROGRAMMING; OPEN SPACE ACCESS FOR RECREATIONAL ACTIVITIES AND IMPROVED UNDERSTANDING AND RESPECT FOR THE HISTORY; USE AND FUTURE OF THE FARM'S NATURAL RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $711,142

THE TRUST PRESERVES ITS HISTORIC PROPERTY TO PROVIDE VISITORS THE OPPORTUNITY TO LEARN WHILE LEASING ITS FACILITIES TO OTHER ORGANIZATIONS AND THE PUBLIC TO HOLD EDUCATIONAL AND OTHER FUNCTIONS.

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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 $93,565

Program Service Revenue $969,872

Investment Income $11,361

Other Revenue $94,839

TOTAL REVENUE $1,169,637

Expense Breakdown

Grants Paid $0

Salaries & Benefits $534,600

Fundraising Expenses $3,609

Program Expenses $711,142

Other Expenses $731,268

TOTAL EXPENSES $1,265,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,169,637	$1,112,215	+0.1%
Expenses	$1,265,868	$1,231,152	+0.0%
Net Income	$-96,231	$-118,937	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR STEPHEN E ALVES	SECRETARY	1.00	Officer Director	$0	$0	$0
GAIL BURMEISTER	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN FEINSTEIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
AUDREY BRITO FIELD	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH HANSON	TRUSTEE	1.00	Director	$0	$0	$0
DR EDWARD IANNUCCILLI	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL JANUARIO	TRUSTEE	1.00	Director	$0	$0	$0
KELLY LAMBRESE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
THERESA DOUGHERTY	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP FITTING	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN ROSENBAUM	TRUSTEE	1.00	Director	$0	$0	$0
LINDA SILVEIRA	TREASURER	1.00	Officer Director	$0	$0	$0
TRISH SITCOSKE	TRUSTEE	1.00	Director	$0	$0	$0
MERRITT K MEYER	ASSISTANT TREASURER	1.00	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
2024	$1,169,637	$1,265,868	$4,741,005	$-96,231
2023	$1,112,215	$1,231,152	$4,722,371	$-118,937
2022	$1,248,824	$1,153,733	$4,832,092	$95,091
2021	$1,257,163	$893,237	$4,924,029	$363,926
2020	$771,906	$686,416	$4,701,262	$85,490
2019	$890,680	$881,536	$4,190,401	$9,144
2018	$893,468	$850,145	$4,192,695	$43,323