HISTORIC HUDSON VALLEY (EIN 131692606) - 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

1951

Legal Domicile

Principal Officer

WADDELL W STILLMAN

Phone

9146318200

Tax Period

2023-01-01 to 2023-12-31

HISTORIC HUDSON VALLEY, founded in 1951, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $12.0M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $17.5M exceeded revenue, resulting in a 46% operating deficit.

Mission

HHV CELEBRATES THE HISTORY AND CULTURE OF THE HUDSON VALLEY.

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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 $2,320,034

Program Service Revenue $9,545,461

Investment Income $-800,391

Other Revenue $955,988

TOTAL REVENUE $12,021,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,213,905

Fundraising Expenses $675,000

Program Expenses $14,608,796

Other Expenses $10,298,181

TOTAL EXPENSES $17,512,086

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,021,092	$13,253,189	-0.1%
Expenses	$17,512,086	$16,057,823	+0.1%
Net Income	$-5,490,994	$-2,804,634	+1.0%

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

237

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

$1,320,622

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILSON S NEELY	TRUSTEE AND CHAIR	1.00	Officer Director	$0	$0	$0
KIMBERLY J HUCHRO	TRUSTEE AND VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARK F ROCKEFELLER	TRUSTEE AND CHAIR OF THE EXEC COMM.	1.00	Officer Director	$0	$0	$0
WILLIAM H WRIGHT II	TRUSTEE AND TREASURER	1.00	Officer Director	$0	$0	$0
KATHARINE CHAPMAN	TRUSTEE AND SECRETARY	1.00	Officer Director	$0	$0	$0
KENT L BARWICK	TRUSTEE	1.00	Director	$0	$0	$0
ERIC BLAIR-JOANNOU	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH P COTTER	TRUSTEE	1.00	Director	$0	$0	$0
MELANIE DODSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN ELKES	TRUSTEE	1.00	Director	$0	$0	$0
HAROLD C EYLWARD	TRUSTEE	1.00	Director	$0	$0	$0
JAMES E FITZGERALD JR	TRUSTEE	1.00	Director	$0	$0	$0
LAURICE HAYNES	TRUSTEE	1.00	Director	$0	$0	$0
LINDA HOLDEN-BRYANT	TRUSTEE	1.00	Director	$0	$0	$0
JOEL W MOTLEY	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH O'CONNELL	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM F PLUNKETT JR	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY J RESSA	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES P ROCKEFELLER	TRUSTEE	1.00	Director	$0	$0	$0
STUART WOODY	TRUSTEE	1.00	Director	$0	$0	$0
WADDELL W STILLMAN	PRESIDENT	35.00	Officer	$587,139	$43,141	$630,280
PETER POCKRISS	CHIEF OPERATING OFFICER	35.00	Officer	$236,506	$52,546	$289,052
ROB SCHWEITZER	VP COMMUNICATIONS & COMMERCE	35.00	Officer	$186,475	$25,443	$211,918
ELIZABETH BRADLEY	VP PROGRAMS AND ENGAGEMENT	35.00	Officer	$174,718	$14,654	$189,372
JENNIFER KOVALSKAYA	CONTROLLER	35.00	Highest	$163,225	$14,516	$177,741
JONATHAN ARBITMAN	DIRECTOR OF INFORMATION TECHNOLOGY	35.00	Highest	$127,968	$19,622	$147,590
MARGARET PHELAN	DIRECTOR OF DEVELOPMENT	35.00	Highest	$115,249	$30,743	$145,992
NARAN JALLIM	DIRECTOR OF HUMAN RESOURCES	35.00	Highest	$120,825	$8,503	$129,328
RICHARD TORRES	DIR.OF BUILDINGS & GROUNDS	35.00	Highest	$118,735	$8,215	$126,950

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	$12,021,092	$17,512,086	$77,675,977	$-5,490,994
2022	$13,253,189	$16,057,823	$77,268,582	$-2,804,634
2021	$19,006,453	$13,376,980	$88,361,473	$5,629,473
2020	$11,415,919	$13,666,445	$84,179,281	$-2,250,526
2019	$13,303,101	$13,885,687	$82,382,599	$-582,586
2018	$13,088,121	$12,742,564	$78,875,888	$345,557

HISTORIC HUDSON VALLEY