ANCESTRY (EIN 273280742) - 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

2010

Legal Domicile

Principal Officer

TESS FALOR

Phone

7344170357

Tax Period

2023-09-01 to 2024-08-31

ANCESTRY, founded in 2010, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $1K in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $16K exceeded revenue, resulting in a 1451% operating deficit.

Mission

TO FOSTER BROAD HUMAN DEVELOPMENT BY PROVIDING EDUCATIONAL RESOURCES, EVENTS, AND SERVICES TO THE COMMUNITY THAT EMPOWER PEOPLE TO RECONNECT WITH THEIR ANCESTRAL HERITAGES

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,006

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,006

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,495

Other Expenses $15,608

TOTAL EXPENSES $15,608

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,006	$3,371	-0.7%
Expenses	$15,608	$62,979	-0.8%
Net Income	$-14,602	$-59,608	-0.8%

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

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
TESS FALOR	PRESIDENT/TREASURER	5.00	Officer	$0	$0	$0
AARON BLAISDELL	VICE PRESIDENT	5.00	Officer	$0	$0	$0
ISABEL BURNETT	SECRETARY	5.00	Officer	$0	$0	$0
RICHARD JACOBSON	DIRECTOR	5.00	Director	$0	$0	$0
TODD BECKER	DIRECTOR	5.00	Director	$0	$0	$0
DARRYL EDWARDS	DIRECTOR	5.00	Director	$0	$0	$0
JEN MYERS	DIRECTOR	5.00	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
2024	$1,006	$15,608	$8,937	$-14,602
2023	$3,371	$62,979	$23,539	$-59,608
2022	$59,809	$64,182	$83,147	$-4,373
2021	$67,405	$9,637	$87,520	$57,768
2020	$28,387	$18,325	$29,752	$10,062
2019	$69,329	$89,765	$19,689	$-20,436
2018	$78,557	$74,696	$40,125	$3,861

ANCESTRY