HUNTINGTON HISTORICAL SOCIETY (EIN 116003290) - 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

1903

Legal Domicile

Principal Officer

Lorraine Kelley

Phone

6314277045

Tax Period

2024-01-01 to 2024-12-31

HUNTINGTON HISTORICAL SOCIETY, founded in 1903, is a small nonprofit in the Arts, Culture & Humanities sector that reported $461K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $543K exceeded revenue, resulting in a 18% operating deficit.

Mission

Preserving the ongoing heritage of the Town of Huntington.

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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 $177,969

Program Service Revenue $48,027

Investment Income $15,452

Other Revenue $219,829

TOTAL REVENUE $461,277

Expense Breakdown

Grants Paid $0

Salaries & Benefits $227,613

Fundraising Expenses $41,112

Program Expenses $390,323

Other Expenses $315,073

TOTAL EXPENSES $542,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$461,277	$389,422	+0.2%
Expenses	$542,686	$631,180	-0.1%
Net Income	$-81,409	$-241,758	-0.7%

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

N/A

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

$75,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephanie Gotard	Executive Director	40	Key Emp	$75,500	$0	$75,500
Donna Waldenburg	Executive Liaison	5	Director	$0	$0	$0
Richard Reinwald	Treasurer	5	Officer Director	$0	$0	$0
Elizabeth Borst	Secretary	5	Officer Director	$0	$0	$0
Lorraine Kelley	President	5	Officer Director	$0	$0	$0
Lucie Blohm	Vice President	5	Officer Director	$0	$0	$0
Robert Benson	Trustee	2	Director	$0	$0	$0
Bushra Dano	Trustee	1	Director	$0	$0	$0
Evangelina Lanza	Trustee	2	Director	$0	$0	$0
Steve Hearl	Trustee	2	Director	$0	$0	$0
Marion Voss	Trustee	1	Director	$0	$0	$0
Billy Barnhart	Trustee	1	Director	$0	$0	$0
Susan Glaser	Trustee	1	Director	$0	$0	$0
Peter Hornick	Trustee	2	Director	$0	$0	$0
Pamela Hansen	Trustee	1	Director	$0	$0	$0
Anna Tonan	Trustee	1	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	$461,277	$542,686	$1,907,025	$-81,409
2023	$389,422	$631,180	$1,985,516	$-241,758
2022	$455,751	$530,792	$2,200,334	$-75,041
2021	$474,588	$408,291	$2,326,395	$66,297
2020	$324,859	$341,856	$2,225,073	$-16,997
2019	$424,029	$513,169	$2,226,280	$-89,140

HUNTINGTON HISTORICAL SOCIETY