THE HOUSE OF THE SEVEN GABLES SETTLEMENT ASSOCIATION (EIN 042104324) - 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

1910

Legal Domicile

Principal Officer

ELIZABETH MCKEIGUE

Phone

9787440991

Tax Period

2023-01-01 to 2023-12-31

THE HOUSE OF THE SEVEN GABLES SETTLEMENT ASSOCIATION, founded in 1910, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $2.9M left a modest 10% surplus.

Mission

MISSION: TO BE A WELCOMING, THRIVING, HISTORIC SITE AND COMMUNITY RESOURCE THAT ENGAGES PEOPLE OF ALL BACKGROUNDS IN OUR INCLUSIVE AMERICAN STORY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $597,400

Program Service Revenue $1,852,844

Investment Income $154,871

Other Revenue $591,928

TOTAL REVENUE $3,197,043

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,663,543

Fundraising Expenses $270,426

Program Expenses $2,174,658

Other Expenses $1,209,945

TOTAL EXPENSES $2,873,488

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,197,043	$2,525,501	+0.3%
Expenses	$2,873,488	$2,312,036	+0.2%
Net Income	$323,555	$213,465	+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

$122,515

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH MCKEIGUE	TRUSTEE, PRE	6.00	Officer Director	$0	$0	$0
STEPHEN IMMERMAN	TRUSTEE, VIC	6.00	Officer Director	$0	$0	$0
CHRISTOPHER HALE	TRUSTEE, TRE	6.00	Officer Director	$0	$0	$0
IRENE V AXELROD	TRUSTEE, SEC	6.00	Officer Director	$0	$0	$0
NINA S ANDERSON	TRUSTEE	3.00	Director	$0	$0	$0
MADDEN BROWN	STUDENT TRUS	3.00	Director	$0	$0	$0
DAVID M HART	TRUSTEE	3.00	Director	$0	$0	$0
PATRICIA FAE HO	TRUSTEE	3.00	Director	$0	$0	$0
JAVIER F MARQUEZ	TRUSTEE	3.00	Director	$0	$0	$0
SHARON D MEYERS	TRUSTEE	3.00	Director	$0	$0	$0
CHRISTINE P THOMSON	TRUSTEE	3.00	Director	$0	$0	$0
ROBIN WOODMAN	TRUSTEE	3.00	Director	$0	$0	$0
ALISON MCCARTHY	TRUSTEE	3.00	Director	$0	$0	$0
CHERI GRISHIN	TRUSTEE	3.00	Director	$0	$0	$0
DIANN SLAVIT BAYLIS	TRUSTEE	3.00	Director	$0	$0	$0
KATE CRISCITIELLO	TRUSTEE	3.00	Director	$0	$0	$0
KURT STEINBERG	TRUSTEE	3.00	Director	$0	$0	$0
REGINA ZARAGOZA	TRUSTEE	3.00	Director	$0	$0	$0
TRENTON CARLS	TRUSTEE	3.00	Director	$0	$0	$0
DAKOTA RUSSELL	EXECUTIVE DI	40.00	Officer	$105,367	$17,148	$122,515

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	No data	No data	No data	No data
2023	$3,197,043	$2,873,488	$4,701,486	$323,555
2022	$2,525,501	$2,312,036	$4,164,769	$213,465
2021	$2,866,500	$1,688,058	$4,318,557	$1,178,442
2020	$796,701	$1,441,421	$3,725,414	$-644,720
2019	$2,164,634	$2,263,785	$3,654,652	$-99,151
2018	$2,234,040	$2,095,724	$3,444,784	$138,316

THE HOUSE OF THE SEVEN GABLES SETTLEMENT ASSOCIATION