UPPER HOUSATONIC VALLEY NATIONAL HE

EIN: 061613798 501(c)(3) Arts, Culture & Humanities

SALISBURY, CT

Total Revenue
$808,624
Total Expenses
$878,083
Total Assets
$205,538
Net Assets
$167,167
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
CT
Principal Officer
JANE WINN
Phone
8604359505
Tax Period
2024-10-01 to 2025-09-30

UPPER HOUSATONIC VALLEY NATIONAL HE, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $809K in total revenue in fiscal year 2024.

Mission

PRESERVATION OF HISTORICAL, NATURAL CULTURAL AND ARTISTIC RESOURCES IN THE REGION.

Program Service Accomplishments

Program 1
Expenses: $301,906 Revenue: $293,916

THE UPPER HOUSATONIC VALLEY NATIONAL HERITAGE AREA (HOUSATONIC HERITAGE) IS WORKING IN PARTNERSHIP WITH THE NONPROFIT DU BOIS FREEDOM CENTER (FORMERLY CLINTON CHURCH RESTORATION) TO CREATE AN AFRICAN...

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THE UPPER HOUSATONIC VALLEY NATIONAL HERITAGE AREA (HOUSATONIC HERITAGE) IS WORKING IN PARTNERSHIP WITH THE NONPROFIT DU BOIS FREEDOM CENTER (FORMERLY CLINTON CHURCH RESTORATION) TO CREATE AN AFRICAN AMERICAN HERITAGE SITE OF NATIONAL SIGNIFICANCE AT THE HISTORIC CLINTON A.M.E. ZION CHURCH IN GREAT BARRINGTON, MASSACHUSETTS. THE PROJECTS OVERALL GOAL IS TO PRESERVE AND RESTORE THE NATIONAL REGISTER PROPERTY, NOW DECONSECRATED, AND TRANSFORM IT INTO A MULTI-FACETED CULTURAL CENTER THAT WILL INTERPRET THE LIFE AND LEGACY OF PIONEERING CIVIL RIGHTS ACTIVIST, AUTHOR, SCHOLAR, AND GREAT BARRINGTON NATIVE, W.E.B. DU BOIS, AND EDUCATE THE PUBLIC ABOUT THE REGIONS RICH AFRICAN AMERICAN HISTORY AND THE ROLE OF THE BLACK CHURCH IN THIS RURAL NEW ENGLAND TOWN. 283,916.00 IN SUB-AWARD OF FEDERAL GRANT (NPS AACR) P21AP118370 FOR RESTORATION. THE UPPER HOUSATONIC VALLEY NATIONAL HERITAGE AREA (HOUSATONIC HERITAGE) RECEIVED A GRANT FROM THE NATIONAL PARK SERVICE FOR STABILIZATION AND STRUCTURAL REPAIR AT THE HISTORIC CLINTON A.M.E. ZION CHURCH IN DOWNTOWN GREAT BARRINGTON. THE NATIONAL PARK SERVICE AFRICAN AMERICAN CIVIL RIGHTS GRANT AWARD IS PART OF 14 MILLION AWARDED TO 51 PROJECTS IN 20 STATES THAT PRESERVE SITES AND HISTORY RELATED TO THE AFRICAN AMERICAN STRUGGLE FOR EQUALITY IN THE 20TH CENTURY. THE GRANT IS FUNDED THROUGH THE HISTORIC PRESERVATION FUND (HPF) AND IS ADMINISTERED BY THE NATIONAL PARK SERVICE (NPS). 10,000 IN SUB-AWARD OF FEDERAL GRANT (NPS AACR) P20AP001280 FOR INTERPRETATION. THE UPPER HOUSATONIC VALLEY NATIONAL HERITAGE AREA (HOUSATONIC HERITAGE) RECEIVED A GRANT FROM THE NATIONAL PARK SERVICE FOR INTERPRETIVE EXHIBIT DESIGN AT THE HISTORIC CLINTON A.M.E. ZION CHURCH IN DOWNTOWN GREAT BARRINGTON. THE NATIONAL PARK SERVICE AFRICAN AMERICAN CIVIL RIGHTS GRANT AWARD IS PART OF 14 MILLION AWARDED TO 51 PROJECTS IN 20 STATES THAT PRESERVE SITES AND HISTORY RELATED TO THE AFRICAN AMERICAN STRUGGLE FOR EQUALITY IN THE 20TH CENTURY. THE GRANT IS FUNDED THROUGH THE HISTORIC PRESERVATION FUND (HPF) AND IS ADMINISTERED BY THE NATIONAL PARK SERVICE (NPS).

Program 2
Expenses: $20,000 Revenue: $20,000

HOUSATONIC HERITAGE AWARDED A GRANT IN THE AMOUNT OF 20,000 TO THE NONPROFIT CENTER OF THE BERKSHIRES (FISCAL SPONSOR FOR THE DU BOIS SCULPTURE PROJECT). THE PROJECT HAS BEEN RAISING FUNDS TO CREATE...

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HOUSATONIC HERITAGE AWARDED A GRANT IN THE AMOUNT OF 20,000 TO THE NONPROFIT CENTER OF THE BERKSHIRES (FISCAL SPONSOR FOR THE DU BOIS SCULPTURE PROJECT). THE PROJECT HAS BEEN RAISING FUNDS TO CREATE A LIFE- SIZE STATUE OF NATIVE SON W.E.B. DU BOIS TO BE LOCATED IN FRONT OF THE MASON PUBLIC LIBRARY IN GREAT BARRINGTON, MA. THE W.E.B. DU BOIS SCULPTURE PROJECT WAS ORGANIZED IN MARCH OF 2022 TO HONOR W.E.B. DU BOIS, A NATIVE SON OF GREAT BARRINGTON, BY COMMISSIONING A STATUE OF THE CIVIL RIGHTS HERO TO BE DISPLAYED IN FRONT OF THE MASON PUBLIC LIBRARY. FISCAL SPONSOR FOR THE PROJECT IS THE NONPROFIT CENTER OF THE BERKSHIRES. A STATUE OF DU BOIS WILL CELEBRATE NOT ONLY HIS ACHIEVEMENTS IN THE FIGHT FOR RACIAL EQUALITY, BUT IT WILL ALSO ACKNOWLEDGE HOW GREAT BARRINGTONWITH ITS LONG ABOLITIONIST HISTORY AND POWERFUL COMMITMENT TO PUBLIC EDUCATION HELPED SHAPE THE MAN DU BOIS BECAME. WE EXPECT THAT A STATUE OF THIS QUALITY ON THE MAIN STREET OF TOWN WILL HEIGHTEN AWARENESS OF BERKSHIRE COUNTYS EXCEPTIONAL BLACK HISTORY. A SCULPTOR HAS BEEN SELECTED, A MAJORITY OF FUNDS NECESSARY HAS BEEN RAISED, AND THE GROUP HAS PARTNERED WITH THE TOWN TO COMPLETE THIS PROJECT BY SPRING OF 2025. THE GROUP REQUESTED 20,000 TO COMPLETE CASTING OF THE BRONZE.

Program 3
Expenses: $16,000 Revenue: $16,000

HOUSATONIC HERITAGE AWARDED A 16,000 GRANT TO ASSIST THE LIBRARY TO COMPLETE THE CONCEPT DESIGN & DRAFT MASTER PLAN. THE PROPOSED PROJECT AIMS TO TRANSFORM THE 3.5-ACRE UNDEVELOPED LOT AND REPURPOSE...

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HOUSATONIC HERITAGE AWARDED A 16,000 GRANT TO ASSIST THE LIBRARY TO COMPLETE THE CONCEPT DESIGN & DRAFT MASTER PLAN. THE PROPOSED PROJECT AIMS TO TRANSFORM THE 3.5-ACRE UNDEVELOPED LOT AND REPURPOSE THE ADJACENT FORMER LIBRARY BUILDING INTO AN INTEGRATED PUBLIC SPACE THAT SERVES AS A VIBRANT COMMUNITY HUB ALONG THE SHORE OF THE HOUSATONIC RIVER IN THE HEART OF HISTORIC WEST CORNWALL. TO ASSIST THIS EFFORT, WE ARE SEEKING A DEVELOPMENT GRANT TO PROPERLY SURVEY THE SITE, CONTINUE CLEARING AND RESTORING THE SHORELINE, AND WORK WITH A LICENSED LANDSCAPE ARCHITECT AND KEY STAKEHOLDERS TO PRODUCE A DRAFT MASTER PLAN FOR THE SITE. THIS WILL SERVE AS THE BASIS FOR FUTURE PRIVATE, STATE AND FEDERAL FUNDING, INCLUDING A SMALL TOWN ECONOMIC ASSISTANCE PROGRAM (STEAP) GRANT APPLICATION IN 2026 OR 2027.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $797,094
Program Service Revenue $322
Investment Income $11,208
Other Revenue $0
TOTAL REVENUE $808,624

Expense Breakdown

Grants Paid $420,792
Salaries & Benefits $200,458
Fundraising Expenses $22,787
Program Expenses $786,943
Other Expenses $256,833
TOTAL EXPENSES $878,083

Year-over-Year Comparison

2024 2023 Change
Revenue $808,624 $803,476 +0.0%
Expenses $878,083 $588,539 +0.5%
Net Income $-69,459 $214,937 -1.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
3
Volunteers
11

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
5
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHRYN BOUGHTON TRUSTEE 0.00
Director
$0 $0 $0
MAUREEN DORE TRUSTEE 0.00
Director
$0 $0 $0
MARIAH FOGG TREASURER 0.00
Officer Director
$0 $0 $0
LESLEY HERZBERG TRUSTEE 0.00
Director
$0 $0 $0
ROB HOOGS VICE CHAIRPE 0.00
Officer Director
$0 $0 $0
PAUL W IVORY EMERITUS 0.00
Officer Director
$0 $0 $0
CRAIG LANGLOIS TRUSTEE 0.00
Director
$0 $0 $0
GARY LEVEILLE TRUSTEE 0.00
Director
$0 $0 $0
ELIA DEL MOLINO TRUSTEE 0.00
Director
$0 $0 $0
PAUL O'BRIEN SECRETARY 0.00
Officer Director
$0 $0 $0
JANE WINN CHAIRMAN 0.00
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
2025 $808,624 $878,083 $205,538 $-69,459
2024 $624,468 $856,774 $275,919 $-232,306
2023 $803,476 $588,539 $433,520 $214,937
2022 $620,644 $564,615 $244,068 $56,029
2021 $508,877 $538,266 $195,367 $-29,389
2020 $639,186 $615,981 $195,263 $23,205
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