FRANCIS SMALL HERITAGE TRUST INC (EIN 223055540) - 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

1990

Legal Domicile

Principal Officer

Donna L Nelson

Phone

2072210853

Tax Period

2025-01-01 to 2025-12-31

FRANCIS SMALL HERITAGE TRUST INC, founded in 1990, is a small nonprofit in the Environment sector that reported $113K in total revenue in fiscal year 2025. Revenue fell 69% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 45% operating margin.

Mission

Conserve natural resources and provide for open space, public access, and education.

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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 $111,232

Program Service Revenue $0

Investment Income $2,153

Other Revenue $0

TOTAL REVENUE $113,385

Expense Breakdown

Grants Paid $1,100

Salaries & Benefits $0

Fundraising Expenses $652

Program Expenses $56,906

Other Expenses $60,759

TOTAL EXPENSES $61,859

Year-over-Year Comparison

	2025	2024	Change
Revenue	$113,385	$369,536	-0.7%
Expenses	$61,859	$252,394	-0.8%
Net Income	$51,526	$117,142	-0.6%

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
Donna Nelson	President, Director	5.00	Officer Director	$0	$0	$0
Peter Zack Jr	1st Vice-President, Director	12.00	Officer Director	$0	$0	$0
Daniel Hester	2nd Vice-President, Director	20	Officer Director	$0	$0	$0
Elizabeth Burnett	Secretary, Director	5	Officer Director	$0	$0	$0
Richard Jarrett	Treasurer, Director	22	Officer Director	$0	$0	$0
Sheryl Adams	Director	5	Director	$0	$0	$0
Nathan Burnett	Director	3	Director	$0	$0	$0
Scott Cecil	Director	3	Director	$0	$0	$0
Katharine Chaiklin	Director	7	Director	$0	$0	$0
Margaret Lowry	Director	2	Director	$0	$0	$0
Michial Russell	Director	5	Director	$0	$0	$0
Lyman Stuart	Director	10.00	Director	$0	$0	$0
Steve Thistlewood	Director	4	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	$113,385	$61,859	$2,799,705	$51,526
2024	No data	No data	No data	No data
2023	$485,188	$102,969	$2,624,599	$382,219
2022	$897,505	$148,926	$2,237,875	$748,579
2021	$197,006	$58,434	$1,494,765	$138,572
2020	$127,025	$26,365	$1,364,110	$100,660
2019	$82,118	$38,431	$1,287,495	$43,687

FRANCIS SMALL HERITAGE TRUST INC