Sunapee Heritage Alliance

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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

2016

Legal Domicile

Principal Officer

Barbara Sullivan

Phone

6035405084

Tax Period

2025-01-01 to 2025-12-31

Sunapee Heritage Alliance, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $250K in total revenue in fiscal year 2025. Revenue fell 76% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $121K, a strong 48% operating margin.

Mission

Our mission is to protect our cultural and architectual heritage in the Sunapee NH region

Program Service Accomplishments

Program 1

Expenses: $108,819 Revenue: $249,503

Actively engage in preservation and revitalization efforts related to historic properties and landmarks to ensure the protection of architectural and cultural heritage.

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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 $47,859

Program Service Revenue $0

Investment Income $63,037

Other Revenue $138,607

TOTAL REVENUE $249,503

Expense Breakdown

Grants Paid $6,622

Salaries & Benefits $30,055

Fundraising Expenses $0

Program Expenses $108,819

Other Expenses $91,829

TOTAL EXPENSES $128,506

Year-over-Year Comparison

	2025	2024	Change
Revenue	$249,503	$1,056,563	-0.8%
Expenses	$128,506	$117,156	+0.1%
Net Income	$120,997	$939,407	-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

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
Barbara Sullivan	Treasurer	2.00	Officer Director	$0	$0	$0
Faith Webb Reney	Secretary	2.00	Officer Director	$0	$0	$0
Donna Gazelle	Director	1.00	Director	$0	$0	$0
Sharon Parsons	Director	1.00	Director	$0	$0	$0
Carol Wallace	Chairman	2.00	Director	$0	$0	$0
Maria Fair	Director	1.00	Director	$0	$0	$0
Muriel Bergeron	Director	1.00	Director	$0	$0	$0
Ann Bordeianu	Director	1.00	Director	$0	$0	$0
Sandi Goss	Director	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
2025	$249,503	$128,506	$1,946,558	$120,997
2024	$1,056,563	$117,156	$1,825,793	$939,407
2023	$107,459	$100,716	$885,029	$6,743
2022	$179,155	$57,638	$878,286	$121,517
2021	$380,372	$21,104	$771,665	$359,268
2020	$304,834	$26,634	$412,397	$278,200