MCCULLY HERITAGE PROJECT INC (EIN 371269847) - 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

1996

Legal Domicile

Principal Officer

ROSE DUFFIELD-JOSEPH

Phone

6186534687

Tax Period

2024-01-01 to 2024-12-31

MCCULLY HERITAGE PROJECT INC, founded in 1996, is a small nonprofit in the Unknown sector that reported $416K in total revenue in fiscal year 2024. The organization ran a surplus of $302K, a strong 72% operating margin.

Mission

TO PROVIDE AN EDUCATIONAL EXPERIENCE FOR THE PUBLIC, STIMULATE LOCAL ECONOMIC DEVELOPMENT AND PRESERVE NATURE.

🔒

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 $3,609

Program Service Revenue $0

Investment Income $170,721

Other Revenue $242,025

TOTAL REVENUE $416,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,252

Fundraising Expenses $0

Program Expenses $107,574

Other Expenses $76,514

TOTAL EXPENSES $114,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$416,355	$406,899	+0.0%
Expenses	$114,766	$116,858	0.0%
Net Income	$301,589	$290,041	+0.0%

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

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
JOHN WEBSTER	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
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

MCCULLY HERITAGE PROJECT INC