FAIRMOUNT HERITAGE FOUNDATION

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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

KENDRA BRIGGS

Phone

3033990692

Tax Period

2019-01-01 to 2019-12-31

FAIRMOUNT HERITAGE FOUNDATION, founded in 2001, is a micro nonprofit that reported $52K in total revenue in fiscal year 2019. Revenue decreased 7% compared to the prior year.

Mission

TO BE STEWARDS OF THE HISTORICAL AND CULTURAL LEGACIES OF FAIRMOUNT AND RIVERSIDE CEMETERIES FOR TODAY AND FUTURE GENERATIONS.

Program Service Accomplishments

Program 1

Expenses: $1,416 Revenue: $31,290

TO PRESERVE THE RICH, DIVERSE HISTORICAL AND HORTICULTURAL RESOURCES OF RIVERSIDE AND FAIRMOUNT CEMETERIES; EDUCATING THE COMMUNITY AS FELLOW GUARDIANS TO PASS ON THOSE RESOURCES TO FUTURE...

TO PRESERVE THE RICH, DIVERSE HISTORICAL AND HORTICULTURAL RESOURCES OF RIVERSIDE AND FAIRMOUNT CEMETERIES; EDUCATING THE COMMUNITY AS FELLOW GUARDIANS TO PASS ON THOSE RESOURCES TO FUTURE GENERATIONS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $19,411

Program Service Revenue $31,290

Investment Income $1,221

Other Revenue $173

TOTAL REVENUE $52,095

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,056

Fundraising Expenses $0

Program Expenses $1,416

Other Expenses $19,799

TOTAL EXPENSES $56,855

Year-over-Year Comparison

	2019	2018	Change
Revenue	$52,095	$56,213	-0.1%
Expenses	$56,855	$54,780	+0.0%
Net Income	$-4,760	$1,433	-4.3%

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

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

$263,651

Total Directors

$198,219

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY BRIGGS	CEO	2.00	Officer Director	$0	$198,219	$198,219
JAMES CAVOTO	PRESIDENT	20.00	Officer	$31,504	$33,928	$65,432

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
2019	$52,095	$56,855	$75,587	$-4,760
2018	$56,213	$54,780	$69,918	$1,433