GROVE HERITAGE ASSOC (EIN 510194194) - 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

1975

Legal Domicile

Phone

8477241694

Tax Period

2024-07-01 to 2025-06-30

GROVE HERITAGE ASSOC, founded in 1975, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $31K in total revenue in fiscal year 2020. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $16K, a strong 51% operating margin.

Mission

HISTORICAL PRESERVATION OF PARK SITE

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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 $77,835

Program Service Revenue $3,020

Investment Income $12,279

Other Revenue $11,771

TOTAL REVENUE $104,905

Expense Breakdown

Grants Paid $35,929

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,857

TOTAL EXPENSES $42,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,905	$118,329	-0.1%
Expenses	$42,786	$126,616	-0.7%
Net Income	$62,119	$-8,287	-8.5%

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

200

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
MEGAN CARROLL	PRESIDENT	1.00	Officer	$0	$0	$0
ROBERT HEVEY	TREASURER	1.00	Officer	$0	$0	$0
SUE MUNRO	SECRETARY	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
2025	$104,905	$42,786	$488,579	$62,119
2024	$118,329	$126,616	$426,460	$-8,287
2023	$107,279	$110,959	$434,827	$-3,680
2022	$118,221	$26,869	$438,427	$91,352
2021	$31,471	$15,474	$347,075	$15,997

GROVE HERITAGE ASSOC