ELIZABETH S BONHAM TRUST 5276

EIN: 236421020 501(c)(3)

BUFFALO, NY

Total Revenue
$119,296
Total Expenses
$99,212
Total Assets
$1,471,817
Net Assets
$1,471,817
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
PA
Principal Officer
SAME AS BOX C ABOVE
Phone
2393975002
Tax Period
2025-01-01 to 2025-12-31

ELIZABETH S BONHAM TRUST 5276, founded in 1966, is a small nonprofit that reported $119K in total revenue in fiscal year 2025. The organization ran a surplus of $20K, a strong 17% operating margin.

Mission

PROVIDE SUPPORT TO THE ST JOHN'S EPISCOPAL CHURCH, THE YORK COUNTY HERITAGE TRUST AND THE CONSERVATION SOCIETY OF YORK COUNTY

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $119,296
Other Revenue $0
TOTAL REVENUE $119,296

Expense Breakdown

Grants Paid $70,614
Salaries & Benefits $25,583
Fundraising Expenses $0
Program Expenses $70,614
Other Expenses $3,015
TOTAL EXPENSES $99,212

Year-over-Year Comparison

2025 2024 Change
Revenue $119,296 $115,409 +0.0%
Expenses $99,212 $95,690 +0.0%
Net Income $20,084 $19,719 +0.0%
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

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$25,583 $0 $25,583
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 $119,296 $99,212 $1,471,817 $20,084
2024 $115,409 $95,690 $1,453,002 $19,719
2023 $79,965 $90,772 $1,436,142 $-10,807
2022 $91,724 $97,901 $1,447,514 $-6,177
2021 $112,333 $71,889 $1,454,330 $40,444
2020 $168,018 $69,724 $1,414,167 $98,294
2019 $180,167 $67,792 $1,315,939 $112,375
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