GREAT BRIDGE BATTLEFIELD & WATERWAYS HISTORY FOUNDATION (EIN 541996270) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

JEAN CARIDEO

Phone

7574824480

Tax Period

2024-07-01 to 2025-06-30

Great Bridge Battlefield & Waterways History Foundation, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $179K in total revenue in fiscal year 2017. Revenue surged 87% from the prior year, signaling strong growth momentum. Net assets of $2.0M represent 136 months of operating reserves.

Mission

THE GREAT BRIDGE BATTLEFIELD & WATERWAYS HISTORY FOUNDATION PROTECTS, PRESERVES, AND PROMOTES THE HISTORY OF THE BATTLE OF GREAT BRIDGE, DECEMBER 9, 1775, AND THE REGION'S REVOLUTIONARY WAR AND CANAL HISTORY TO EDUCATE THE PUBLIC ABOUT THE IMPORTANCE OF THESE EVENTS IN THE CREATION AND GROWTH OF AMERICA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $116,881

Program Service Revenue $25,256

Investment Income $3,084

Other Revenue $59,877

TOTAL REVENUE $205,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,768

Fundraising Expenses $19,310

Program Expenses $210,078

Other Expenses $111,894

TOTAL EXPENSES $284,662

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,098	$132,636	+0.5%
Expenses	$284,662	$267,510	+0.1%
Net Income	$-79,564	$-134,874	-0.4%

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

$64,290

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN CARIDEO	PRESIDENT	18.00	Officer Director	$0	$0	$0
DONNA BROWN	TRUSTEE	6.00	Director	$0	$0	$0
GERALD HARTIS	TRUSTEE	6.00	Director	$0	$0	$0
CINDY MACDONALD	TRUSTEE	18.00	Director	$0	$0	$0
BRENT NIELSEN	TRUSTEE	6.00	Director	$0	$0	$0
JON STULL	TRUSTEE	6.00	Director	$0	$0	$0
OLIVIA TROMBINO	TRUSTEE	18.00	Director	$0	$0	$0
LOU MOSIER	TRUSTEE	6.00	Director	$0	$0	$0
STAN ROMES	VICE PRESIDENT	18.00	Officer Director	$0	$0	$0
KIMBALL THOMPSON	TRUSTEE	6.00	Director	$0	$0	$0
DR REBECCA ADAMS	TRUSTEE	6.00	Director	$0	$0	$0
PHILIP SMITH	TREASURER	18.00	Officer Director	$0	$0	$0
LYNNE KENNEDY	TRUSTEE	6.00	Director	$0	$0	$0
ELIZABETH GOODWIN	EXECUTIVE DIRECTOR	40.00	Director	$59,634	$4,656	$64,290

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	$205,098	$284,662	$772,589	$-79,564
2024	No data	No data	No data	No data
2023	$169,994	$277,848	$990,419	$-107,854
2022	$239,635	$262,477	$1,093,900	$-22,842
2021	$466,514	$361,516	$1,118,838	$104,998
2020	$424,208	$300,633	$1,005,161	$123,575
2019	$218,981	$1,418,864	$832,594	$-1,199,883
2018	$178,526	$178,350	$2,032,524	$176

GREAT BRIDGE BATTLEFIELD & WATERWAYS HISTORY FOUNDATION