HERITAGE PLANTATION OF SANDWICH FUND (EIN 237259864) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

JODEE P BISHOP

Phone

6173451000

Tax Period

2024-08-01 to 2025-07-31

HERITAGE PLANTATION OF SANDWICH FUND, founded in 1973, is a small nonprofit that reported $508K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 155% operating deficit.

Mission

THE HERITAGE PLANTATION OF SANDWICH FUND'S SOLE PURPOSE IS TO INVEST FUNDS AND MAKE GRANTS TO HERITAGE PLANTATION OF SANDWICH, INC., A MASSACHUSETTS CHARITABLE CORPORATION MAINTAINING A MUSEUM IN SANDWICH, MASSACHUSETTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $507,871

Other Revenue $0

TOTAL REVENUE $507,871

Expense Breakdown

Grants Paid $1,181,753

Salaries & Benefits $101,129

Fundraising Expenses $0

Program Expenses $1,181,753

Other Expenses $11,484

TOTAL EXPENSES $1,294,366

Year-over-Year Comparison

	2024	2023	Change
Revenue	$507,871	$560,449	-0.1%
Expenses	$1,294,366	$1,270,324	+0.0%
Net Income	$-786,495	$-709,875	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$101,130

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL G CROWELL	TRUSTEE/AS REQUIRED	1.00	Director	$6,000	$0	$6,000
EVELYN V MORENO	TRUSTEE/AS REQUIRED	1.00	Director	$57,078	$0	$57,078
JODEE P BISHOP	TRUSTEE/AS REQUIRED	1.00	Director	$38,052	$0	$38,052

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	$507,871	$1,294,366	$16,130,226	$-786,495
2024	$560,449	$1,270,324	$15,551,739	$-709,875
2023	$34,685	$758,912	$14,600,857	$-724,227
2022	$201,638	$771,205	$14,087,399	$-569,567
2021	$528,832	$1,070,344	$16,360,017	$-541,512
2020	$402,808	$919,856	$14,096,508	$-517,048

HERITAGE PLANTATION OF SANDWICH FUND