Grant County Heritage Trail Foundation Inc (EIN 824518201) - 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

2018

Legal Domicile

Principal Officer

Jamie Baker

Tax Period

2022-07-01 to 2023-06-30

Grant County Heritage Trail Foundation Inc, founded in 2018, is a small nonprofit in the Recreation & Sports sector that reported $332K in total revenue in fiscal year 2022. Revenue surged 896% from the prior year, signaling strong growth momentum. The organization ran a surplus of $328K, a strong 99% operating margin.

Mission

Building a multi-use path across Grant County Kentucky, named The Grant County Heritage Trail,for walking, biking and historical presentations along the path.

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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 $331,600

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $331,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,900

Other Expenses $3,992

TOTAL EXPENSES $3,992

Year-over-Year Comparison

	2022	2021	Change
Revenue	$331,600	$33,280	+9.0%
Expenses	$3,992	$4,997	-0.2%
Net Income	$327,608	$28,283	+10.6%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marsha Bach	Director	2.00	Director	$0	$0	$0
Colton Simpaon	Director	2.00	Director	$0	$0	$0
Mark Christopher	Director	2.00	Director	$0	$0	$0
Jamie Baker	Chair	2.00	Officer	$0	$0	$0
Tim Sizemore	Vice Chair	2.00	Officer	$0	$0	$0
Jodi Cesene	Secretary	2.00	Officer	$0	$0	$0
Chuck Dills	Treasurer	2.00	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
2023	$331,600	$3,992	$344,894	$327,608

Grant County Heritage Trail Foundation Inc