ELIZABETH S BONHAM TRUST 5276

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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

1966

Legal Domicile

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

Program Service Accomplishments

Program 1

Expenses: $35,307

PROVIDE SUPPORT FOR ST JOHNS EPIS CHURCH ESB MISSION, YORK, PA

Program 2

Expenses: $17,653

PROVIDE SUPPORT FOR THE CONSERVATION SOCIETY OF YORK COUNTY, YORK PA

Program 3

Expenses: $17,654

PROVIDE SUPPORT FOR THE YORK COUNTY HERITAGE TRUST, YORK, PA

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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 $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

Governance

Voting Members

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

Total Directors

Key Employees

Highest Compensated

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