Mount Sinai Heritage 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

2000

Legal Domicile

Phone

6315090882

Tax Period

2021-01-01 to 2021-12-31

Mission

Civic association facilitating programs open to the community.

Program Service Accomplishments

Program 1

Expenses: $43,038

The center is dedicated to enhancing natural resources and the distinctive character of the surrounding communities. Educational,cultural and social events will foster appreciation for the area's...

The center is dedicated to enhancing natural resources and the distinctive character of the surrounding communities. Educational,cultural and social events will foster appreciation for the area's heritage. The Trust was formed to support "smart growthX and to enhance our sense of community.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,038

Other Expenses $43,038

TOTAL EXPENSES $43,038

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	$106,246	-1.0%
Expenses	$43,038	$255,912	-0.8%
Net Income	N/A	$-149,666	N/A

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
Lori Baldassare	Treasurer	1.00	Officer Director	$0	$0	$0
Victoria Hazan	President	5.00	Director	$0	$0	$0
Bradley Feldman	Vice President	1.00	Director	$0	$0	$0
Bree Danielle Devereux	Secretary	1.00	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
2021	No data	$43,038	$1,217,361	No data