REVERE AND SON HERITAGE TRUST CORPORATION (EIN 853884982) - 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

2020

Legal Domicile

Principal Officer

ALAN HINES

Phone

6178340735

Tax Period

2024-07-01 to 2025-06-30

REVERE AND SON HERITAGE TRUST CORPORATION, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $472K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $267K, a strong 57% operating margin.

Mission

This Corporation will manage two historic buildings and grounds located at an historic site in Canton, MA.

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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 $471,040

Program Service Revenue $0

Investment Income $799

Other Revenue $0

TOTAL REVENUE $471,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,623

Fundraising Expenses $13,415

Program Expenses $150,544

Other Expenses $150,777

TOTAL EXPENSES $205,186

Year-over-Year Comparison

	2024	2023	Change
Revenue	$471,839	$686,085	-0.3%
Expenses	$205,186	$175,977	+0.2%
Net Income	$266,653	$510,108	-0.5%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTOR DEL VECCHIO	PRESIDENT	30.00	Officer Director	$0	$0	$0
ALAN HINES	TREASURER	30.00	Officer Director	$0	$0	$0
MATTHEW MACDONALD	CLERK	5.00	Officer Director	$0	$0	$0
JOYCE STENMON	BOARD MEMBER	30.00	Director	$0	$0	$0
ELIZABETH H SUGAMELI	BOARD MEMBER	25.00	Director	$0	$0	$0
GEORGE T COMEAU	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHEN SCHOTTENFELD	BOARD MEMBER	30.00	Director	$0	$0	$0
FREDERICK FAIRFIELD	BOARD MEMBER	2.00	Director	$0	$0	$0
SHERRY ALPERT	BOARD MEMBER	5.00	Director	$0	$0	$0
STUART GREGERMAN	BOARD MEMBER	5.00	Director	$0	$0	$0
ROBERT MARTELLO	BOARD MEMBER	2.00	Director	$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	$471,839	$205,186	$1,168,877	$266,653
2024	$686,085	$175,977	$903,217	$510,108
2023	$298,534	$223,263	$414,960	$75,271
2023	$298,534	$223,263	$414,960	$75,271

REVERE AND SON HERITAGE TRUST CORPORATION