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New Hampshire · Nonprofit

Sunapee Heritage Alliance

Sunapee Heritage Alliance (New Hampshire) receives grants from 7 organizations whose IRS filings report $190,675 to it, the largest being THE AYCO CHARITABLE FOUNDATION ($109,620). 2 of them have funded it in more than one year, and 71% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$250k
Funders on record
7
Grants received
$191k
Net assets
$1.9M
2/7 repeat funderspeak grant-dependency 65%
01What it does

What Sunapee Heritage Alliance does

Mission

Our mission is to protect our cultural and architectual heritage in the Sunapee NH region

As stated on its FY2025 Form 990.

Program

  1. Actively engage in preservation and revitalization efforts related to historic properties and landmarks to ensure the protection of architectural and cultural heritage.

    $108,819 spent$249,503 earned by the program
    100% of program spending

The program described on its FY2025 Form 990. Program spending in total: $108,819.

02The organization over time

The organization over time

Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20202020 Revenue 100 ($305k) Expenses 100 ($27k) Net assets 100 ($412k)2021 Revenue 125 ($380k) Expenses 79 ($21k) Net assets 187 ($772k)2022 Revenue 59 ($179k) Expenses 216 ($58k) Net assets 213 ($878k)2023 Revenue 35 ($107k) Expenses 378 ($101k) Net assets 215 ($885k)2024 Revenue 347 ($1.1M) Expenses 440 ($117k) Net assets 442 ($1.8M)2025 Revenue 82 ($250k) Expenses 482 ($129k) Net assets 472 ($1.9M)
202020212022202320242025
Revenue (82)Expenses (482)Net assets (472)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $885k to $1.8M (+106%).

$412k
$772k
$878k
$885k
$1.8M
$1.9M
202020212022202320242025
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 6% · 2021 92%. Grants only. Government contracts and fees sit inside program revenue.

19% of Sunapee Heritage Alliance’s revenue is contributions — more earned-revenue than three-quarters of its peers (87% for the typical peer).

This organization
Typical peer · 7,828 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 6 reported years ran a deficit.

$278k
’20
$359k
’21
$122k
’22
$7k
’23
$939k
’24
$121k
’25
27
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Carol Wallace

Chairman

As listed on its FY2025 Form 990.

202020212022202320242025
Listed77101079
Joined·+0+4+0+1+2
No longer listed·01040
03Who funds it

Who funds it, year by year

2018 → 2023: the base held at 2 funders, grant income rose $6k → $6k.

5 of 7 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 71% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of Sunapee Heritage Alliance’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

Sunapee Heritage Alliance leans on a few funders — its largest provides 57% of grant income and the top three 90%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

71% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Sunapee Heritage Alliance.

57%
largest funder
90%
top three
~2
effective funders

Largest funder’s share by year: 2018 87% · 2019 100% · 2020 100% · 2021 91% · 2022 95% · 2023 83% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

71% of Sunapee Heritage Alliance's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $55k that is directly attributable, 100% of it comes from New Hampshire funders.

NH

In-state vs out-of-state, by year

’18
’19
’20
’21
’22
’23
New Hampshire out of state home

Funder states come from each funder’s own filing. $135k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

Sunapee Heritage Alliance runs a healthier operating margin than three-quarters of the 4,237 philanthropy nonprofits its size.

Operating margin48% · top quartile
Months of reserve27.2mo · top quartile
Revenue growth (annualized)−4% · bottom quartile

this organization peer median middle 50% of peers· 4,237 philanthropy nonprofits $100k–$1M, FY2025

Organizations like Sunapee Heritage Alliance

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In New Hampshire

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

85% of spending goes to programs.

Program 85%Management 15%Fundraising 0%

Governance

9
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

95%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

NH

Screen this organization

A dated, signed PDF of the compliance screen for Sunapee Heritage Alliance: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds Sunapee Heritage Alliance?
Sunapee Heritage Alliance (New Hampshire) receives grants from 7 organizations whose IRS filings report $190,675 to it, the largest being THE AYCO CHARITABLE FOUNDATION ($109,620). 2 of them have funded it in more than one year, and 71% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does Sunapee Heritage Alliance have?
IRS filings report 7 organizations giving $190,675 in grants to Sunapee Heritage Alliance, 2 of which have funded it in more than one year.
Who is the largest funder of Sunapee Heritage Alliance?
THE AYCO CHARITABLE FOUNDATION is the largest funder on record, with $109,620 in grants. The full list of funders is on this page.
How can an organization like Sunapee Heritage Alliance find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in New Hampshire. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Sunapee Heritage Alliance →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2020–2025), and the filings of 7 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing