UPPER HOUSATONIC VALLEY NATIONAL HE (EIN 061613798) - 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

2000

Legal Domicile

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.

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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 $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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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	Role	Reportable Comp	Other Comp	Total
KATHRYN BOUGHTON	TRUSTEE	Director	$0	$0	$0
MAUREEN DORE	TRUSTEE	Director	$0	$0	$0
MARIAH FOGG	TREASURER	Officer Director	$0	$0	$0
LESLEY HERZBERG	TRUSTEE	Director	$0	$0	$0
ROB HOOGS	VICE CHAIRPE	Officer Director	$0	$0	$0
PAUL W IVORY	EMERITUS	Officer Director	$0	$0	$0
CRAIG LANGLOIS	TRUSTEE	Director	$0	$0	$0
GARY LEVEILLE	TRUSTEE	Director	$0	$0	$0
ELIA DEL MOLINO	TRUSTEE	Director	$0	$0	$0
PAUL O'BRIEN	SECRETARY	Officer Director	$0	$0	$0
JANE WINN	CHAIRMAN	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

UPPER HOUSATONIC VALLEY NATIONAL HE