THE HUDSON VALLEY TRUST INC (EIN 141479500) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

MARJORIE KEITH

Phone

8458787071

Tax Period

2024-01-01 to 2024-12-31

THE HUDSON VALLEY TRUST INC, founded in 1996, is a micro nonprofit in the Environment sector that reported $60K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $75K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO PROMOTE THE CULTURAL, HISTORICAL, ENVIRONMENTAL & ARCHITECTURAL HERITAGE OF AREAS SURROUNDING HUDSON RIVER VALLEY. THIS INCLUDES VARIOUS FUNDRAISING ACTIVITIES, CONTRIBUTIONS FROM THE GENERAL PUBLIC, THE RENTAL OF HISTORICAL LOCATION FOR WHICH THE NON-PROFIT WAS FOUNDED AND RESIDES ON AND APPLYING FOR GRANTS FROM NYS AND OTHER AGENCIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,450

Program Service Revenue $56,600

Investment Income $378

Other Revenue $0

TOTAL REVENUE $60,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,980

Program Expenses $61,675

Other Expenses $75,178

TOTAL EXPENSES $75,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,428	$42,729	+0.4%
Expenses	$75,178	$89,686	-0.2%
Net Income	$-14,750	$-46,957	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES ARBORE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MARJORIE KEITH	TREASURER	N/A	Officer Director	$0	$0	$0
DR LARRY MAXWELL	PRESIDENT	N/A	Officer Director	$0	$0	$0
DANIEL TROGE	SECRETARY	N/A	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	No data	No data	No data	No data
2024	$60,428	$75,178	$1,456,458	$-14,750
2023	$42,729	$89,686	$1,469,008	$-46,957
2022	$61,803	$93,164	$1,517,507	$-31,361
2021	$68,407	$80,495	$1,565,892	$-12,088
2020	$68,510	$75,729	$1,593,029	$-7,219
2019	$69,530	$88,766	$1,615,175	$-19,236
2018	$69,565	$85,592	$1,648,450	$-16,027

THE HUDSON VALLEY TRUST INC