THE SPRING GROVE HERITAGE FOUNDATION (EIN 311436210) - 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

1995

Legal Domicile

Principal Officer

ADDISON LANIER

Phone

5136816680

Tax Period

2024-01-01 to 2024-12-31

THE SPRING GROVE HERITAGE FOUNDATION, founded in 1995, is a small nonprofit in the Mutual Benefit sector that reported $108K in total revenue in fiscal year 2024. Revenue fell 93% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $83K, a strong 77% operating margin.

Mission

TO EDUCATE THE PUBLIC CONCERNING THE HISTORY OF SPRING GROVE CEMETERY AND ARBORETUM, INCLUDING ITS HISTORICALLY SIGNIFICANT BUILDINGS AND LANDMARKS AND STATUARY, AND BOTANICAL FEATURES BY SUPPORTING SUCH ACTIVITIES AS TOURS OF SPRING GROVE AND THE PUBLICATION OF DOCUMENTS FOR DISTRIBUTION TO THE PUBLIC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $19,191

Program Service Revenue $37,490

Investment Income $51,151

Other Revenue $0

TOTAL REVENUE $107,832

Expense Breakdown

Grants Paid $10,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,976

Other Expenses $14,100

TOTAL EXPENSES $24,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,832	$1,529,108	-0.9%
Expenses	$24,750	$19,115	+0.3%
Net Income	$83,082	$1,509,993	-0.9%

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
GARY M FREYTAG	TREASURER	1.00	Officer	$0	$0	$0
ADDISON LANIER	PRESIDENT	1.00	Officer	$0	$0	$0
STEVE PHILLIPS	SECRETERY	1.00	Officer	$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	$107,832	$24,750	$1,868,813	$83,082
2023	$1,529,108	$19,115	$1,785,731	$1,509,993

THE SPRING GROVE HERITAGE FOUNDATION