LYMAN HERITAGE PRESERVATION FOUNDATION INC C/O TOWN AND COUNTY CLUB (EIN 205540882) - 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

2006

Legal Domicile

Principal Officer

NANCY DEAN

Phone

8605221109

Tax Period

2024-01-01 to 2024-12-31

LYMAN HERITAGE PRESERVATION FOUNDATION INC C/O TOWN AND COUNTY CLUB, founded in 2006, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $90K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $67K, a strong 75% operating margin.

Mission

TO PRESERVE AND RESTORE THE HISTORIC LYMAN HOUSE AND ITS GROUNDS.

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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 $2,900

Program Service Revenue $0

Investment Income $86,614

Other Revenue $0

TOTAL REVENUE $89,514

Expense Breakdown

Grants Paid $11,876

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,876

Other Expenses $10,274

TOTAL EXPENSES $22,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,514	$248,852	-0.6%
Expenses	$22,150	$26,212	-0.2%
Net Income	$67,364	$222,640	-0.7%

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

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
NANCY G DEAN	PRESIDENT	6.00	Officer Director	$0	$0	$0
MARY T SARGENT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SALLY M RICHTER	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN B ALLER	SECRETARY	2.00	Officer Director	$0	$0	$0
SYLVIA KELLY	DIRECTOR	0.50	Director	$0	$0	$0
MURIEL FLEISCHMANN	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN SAPPINGTON	DIRECTOR	0.50	Director	$0	$0	$0
JANET CASTRICUM	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN FELLMAN	DIRECTOR	0.50	Director	$0	$0	$0
LINDA MEAD	DIRECTOR	0.50	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	No data	No data	No data	No data
2024	$89,514	$22,150	$604,222	$67,364
2023	$248,852	$26,212	$568,661	$222,640
2022	$63,607	$68,646	$302,173	$-5,039
2021	$82,415	$15,021	$379,308	$67,394
2020	$56,579	$28,254	$320,323	$28,325
2019	$68,436	$172,235	$274,827	$-103,799
2018	$63,775	$23,337	$353,407	$40,438

LYMAN HERITAGE PRESERVATION FOUNDATION INC C/O TOWN AND COUNTY CLUB