HISTORIC LOCUST GROVE INC (EIN 611390403) - 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

2001

Legal Domicile

Principal Officer

CAROL ELY

Phone

5028979845

Tax Period

2022-07-01 to 2023-06-30

HISTORIC LOCUST GROVE INC, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $872K in total revenue in fiscal year 2022. Revenue decreased 10% compared to the prior year. Net assets of $8.6M represent 118 months of operating reserves.

Mission

PRESERVE, RESTORE AND OPERATE LOCUST GROVE, A NATIONAL HISTORIC LANDMARK

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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 (2022)

Revenue Breakdown

Contributions & Grants $647,654

Program Service Revenue $56,274

Investment Income $15,374

Other Revenue $152,446

TOTAL REVENUE $871,748

Expense Breakdown

Grants Paid $0

Salaries & Benefits $502,606

Fundraising Expenses $114,649

Program Expenses $605,942

Other Expenses $402,594

TOTAL EXPENSES $905,200

Year-over-Year Comparison

	2022	2021	Change
Revenue	$871,748	$973,903	-0.1%
Expenses	$905,200	$707,231	+0.3%
Net Income	$-33,452	$266,672	-1.1%

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

Employees

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

$78,207

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH DIERUF	1ST VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
JILL COOPER	SECRETARY	0.00	Officer Director	$0	$0	$0
MARK GASTON	MEMBER AT LARGE	0.00	Director	$0	$0	$0
CHRIS CHAPPELL	PRESIDENT	0.00	Officer Director	$0	$0	$0
KEN HARRINGTON	MEMBER AT LARGE	0.00	Director	$0	$0	$0
BRENDA TUCKSON	2nd Vice President	0.00	Officer Director	$0	$0	$0
TYLER THOMPSON	MEMBER AT LARGE	0.00	Director	$0	$0	$0
CHRIS GREEN	TREASURER	0.00	Officer Director	$0	$0	$0
ALEX KEPNES	MEMBER AT LARGE	0.00	Director	$0	$0	$0
ALAN LODGE	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MONICA WOLF	MEMBER AT LARGE	0.00	Director	$0	$0	$0
TYLER FLEMING	MEMBER AT LARGE	0.00	Director	$0	$0	$0
ANN GEORGEHEAD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
ED JAMES	MEMBER AT LARGE	0.00	Director	$0	$0	$0
ANDREA MERIWETHER	MEMBER AT LARGE	0.00	Director	$0	$0	$0
JANET MULLER	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MARGY THOMAS	MEMBER AT LARGE	0.00	Director	$0	$0	$0
DEL MARIE VACCARO	MEMBER AT LARGE	0.00	Director	$0	$0	$0
PAULA WOLF	MEMBER EX-OFFICIO	0.00	Director	$0	$0	$0
CAROL ELY	EXECUTIVE DIRECTOR	40.00	Officer	$78,207	$0	$78,207

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	No data	No data	No data	No data
2023	$871,748	$905,200	$10,369,533	$-33,452
2022	$973,903	$707,231	$9,808,619	$266,672
2021	$884,636	$606,276	$8,658,447	$278,360
2020	$713,362	$977,764	$7,462,305	$-264,402
2019	$1,295,426	$894,093	$7,626,131	$401,333
2018	$3,626,979	$715,353	$7,048,318	$2,911,626

HISTORIC LOCUST GROVE INC