GRAFTON HERITAGE PARTNERSHIP PROJECT (EIN 870619056) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Phone

4356352133

Tax Period

2024-01-01 to 2024-12-31

GRAFTON HERITAGE PARTNERSHIP PROJECT, founded in 1998, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $66K in total revenue in fiscal year 2024. The organization ran a surplus of $42K, a strong 63% operating margin.

Mission

TO PRESERVE AND MAINTAIN THE HISTORICAL STRUCTURES, LANDSCAPES AND VALUES OF THE GRAFTON HISTORICAL TOWN SITE FOR PUBLIC BENEFIT AND ENJOYMENT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $24,394

Program Service Revenue $2,400

Investment Income $38,928

Other Revenue $0

TOTAL REVENUE $65,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,743

Program Expenses $16,570

Other Expenses $24,184

TOTAL EXPENSES $24,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,722	$67,583	0.0%
Expenses	$24,184	$26,778	-0.1%
Net Income	$41,538	$40,805	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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	Role	Reportable Comp	Other Comp	Total
SHIRLEY BALLARD	DIRECTOR	Director	$0	$0	$0
JACK BURNS	VICE PRES.	Officer Director	$0	$0	$0
JAMES COLEMAN	DIRECTOR	Director	$0	$0	$0
THERESE FEINAUER	TREASURER/SECRETARY	Officer Director	$0	$0	$0
RON MORRIS	DIRECTOR	Director	$0	$0	$0
JANE WHALEN	PRESIDENT	Officer Director	$0	$0	$0
SHERRI RYBKIEWICZ	DIRECTOR	Director	$0	$0	$0
PAM LEACH	DIRECTOR	Director	$0	$0	$0
MERRILL RIGGS	DIRECTOR	Director	$0	$0	$0
LAYNEY DELANGE	DIRECTOR	Director	$0	$0	$0
RUEBEN WADSWORTH	EXECUTIVE DIRECTOR	Officer 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
2024	$65,722	$24,184	$688,845	$41,538
2023	$67,583	$26,778	$647,307	$40,805
2022	$34,699	$23,809	$606,502	$10,890
2021	$31,451	$14,061	$623,428	$17,390
2020	$18,319	$13,874	$581,483	$4,445
2019	$19,546	$14,686	$565,806	$4,860
2018	$21,341	$17,064	$546,780	$4,277

GRAFTON HERITAGE PARTNERSHIP PROJECT