MCCULLY HERITAGE PROJECT INC

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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

1996

Legal Domicile

Principal Officer

ROSE DUFFIELD-JOSEPH

Phone

6186534687

Tax Period

2025-01-01 to 2025-12-31

MCCULLY HERITAGE PROJECT INC, founded in 1996, is a small nonprofit in the Unknown sector that reported $434K in total revenue in fiscal year 2025. The organization ran a surplus of $323K, a strong 74% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $102,337

DEVELOPMENT OF SHORT SELF-GUIDED TRAILS FOR PUBLIC & LONGER TRAILS FOR EDUCATION GROUPS. THE LAND WAS PRESERVED FOR ECOLOGICAL RESEARCH, BIRD & ANIMAL SANCTUARIES

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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 $22,226

Program Service Revenue $0

Investment Income $242,375

Other Revenue $169,872

TOTAL REVENUE $434,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,188

Fundraising Expenses $0

Program Expenses $102,337

Other Expenses $68,197

TOTAL EXPENSES $111,385

Year-over-Year Comparison

	2025	2024	Change
Revenue	$434,473	$416,355	+0.0%
Expenses	$111,385	$114,766	0.0%
Net Income	$323,088	$301,589	+0.1%

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	Role	Reportable Comp	Other Comp	Total
SANDI ROUNDCOUNT	DIRECTOR	Director	$0	$0	$0
BARRY WEBSTER	PRESIDENT	Director	$0	$0	$0
TERRY HAUSMAN	DIRECTOR	Director	$0	$0	$0
JODY HEIDENREICH	DIRECTOR	Director	$0	$0	$0
BRIANNA SIBLEY	DIRECTOR	Director	$0	$0	$0
RICHARD BASDEN	DIRECTOR	Director	$0	$0	$0
CHARLIE CASEY	SECRETARY	Officer	$0	$0	$0
ROSE DUFFIELD-JOSEPH	TREASURER	Officer	$0	$0	$0
RICHARD MCADAMS	VICE PRESIDENT	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
2025	$434,473	$111,385	$2,693,280	$323,088
2024	$416,355	$114,766	$2,370,192	$301,589
2023	$406,899	$116,858	$2,068,603	$290,041
2022	$147,380	$591,109	$1,778,562	$-443,729
2021	$313,784	$109,609	$2,222,291	$204,175
2020	$368,273	$88,521	$2,018,116	$279,752
2019	$331,563	$91,026	$1,738,364	$240,537
2018	$157,608	$271,208	$1,497,827	$-113,600