THE INHEIRITANCE PROJECT LTD (EIN 320592479) - 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

2019

Legal Domicile

Principal Officer

Jonathan Adam Ross

Phone

3476452789

Tax Period

2024-01-01 to 2024-12-31

THE INHEIRITANCE PROJECT LTD, founded in 2019, is a small nonprofit in the Arts, Culture & Humanities sector that reported $467K in total revenue in fiscal year 2024.

Mission

The In[HEIR]itance Project creates space for communities to navigate challenging civic conversations through collaborative theater projects inspired by inherited texts, traditions, cultures, customs, and beliefs.

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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 $461,797

Program Service Revenue $4,729

Investment Income $1

Other Revenue $0

TOTAL REVENUE $466,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $256,554

Fundraising Expenses $36,050

Program Expenses $326,637

Other Expenses $201,985

TOTAL EXPENSES $458,539

Year-over-Year Comparison

	2024	2023	Change
Revenue	$466,527	$443,495	+0.1%
Expenses	$458,539	$385,784	+0.2%
Net Income	$7,988	$57,711	-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

Volunteers

750

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

$74,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Ross	Executive Dir.	40.00	Officer	$74,750	$0	$74,750
Robert Brown	Board Chair	4.00	Officer Director	$0	$0	$0
Tamar Newberger	Vice-Chair	2.00	Officer Director	$0	$0	$0
Aimee Weiss	Board member	2.00	Director	$0	$0	$0
Megan Whitman	Secretary	1.00	Officer Director	$0	$0	$0
Gavin Berger	Board member	1.00	Director	$0	$0	$0
Erika Atkins	Treasurer	1.00	Officer Director	$0	$0	$0
Stephanie Dauman	Board member	1.00	Director	$0	$0	$0
Jonah Platt	Board member	1.00	Director	$0	$0	$0
Joy Vandervort-Cobb	Board member	1.00	Director	$0	$0	$0
Jeff Gordman	Board member	1.00	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	$466,527	$458,539	$163,371	$7,988
2023	$443,495	$385,784	$167,712	$57,711
2022	$250,680	$426,328	$84,766	$-175,648
2021	$453,606	$350,518	$203,632	$103,088

THE INHEIRITANCE PROJECT LTD