THE EDDY HOMESTEAD ASSN INC (EIN 226052989) - 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

1965

Legal Domicile

Principal Officer

WILLIAM R MARKEY

Phone

5087892378

Tax Period

2022-01-01 to 2022-12-31

THE EDDY HOMESTEAD ASSN INC, founded in 1965, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $43K in total revenue in fiscal year 2022. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 74% operating margin.

Mission

THE EDDY HOMESTEAD ASSN INC., PRESERVES AND MAINTAINS THE HISTORICAL HOME OF ZACHARIA EDDY IN EDDYVILLE, MIDDLEBORO, MASSACHUSETTS. THE HOME IS AVAILABLE TO THE GENERAL PUBLIC FOR VISITATION AND AS A MEETING PLACE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $271

Program Service Revenue $0

Investment Income $42,891

Other Revenue $0

TOTAL REVENUE $43,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,600

Other Expenses $11,247

TOTAL EXPENSES $11,247

Year-over-Year Comparison

	2022	2021	Change
Revenue	$43,162	$27,379	+0.6%
Expenses	$11,247	$7,686	+0.5%
Net Income	$31,915	$19,693	+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
WILLIAM R MARKEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD F CORMIER	TREASURER	2.00	Officer Director	$0	$0	$0
NORMA L MARKEY	CLERK	2.00	Officer Director	$0	$0	$0
ANTOINETTE ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN R CORMIER	DIRECTOR	2.00	Director	$0	$0	$0
JUDI VOSE	DIRECTOR	2.00	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
2022	$43,162	$11,247	$487,684	$31,915
2021	$27,379	$7,686	$537,210	$19,693

THE EDDY HOMESTEAD ASSN INC