HUGUENOT HISTORICAL SOCIETY NEW PALTZ NY (EIN 146030196) - 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

1971

Legal Domicile

Principal Officer

LISELLE LAFRANCE

Phone

8452551660

Tax Period

2024-01-01 to 2024-12-31

HUGUENOT HISTORICAL SOCIETY NEW PALTZ NY, founded in 1971, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 255% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 51% operating margin.

Mission

TO PRESERVE A UNIQUE HUDSON VALLEY SETTLEMENT AND ENGAGE DIVERSE AUDIENCES IN THE EXPLORATION OF AMERICA'S MULTICULTURAL PAST IN ORDER TO UNDERSTAND THE HISTORICAL FORCES THAT HAVE SHAPED AMERICA.

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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 $3,259,488

Program Service Revenue $56,985

Investment Income $145,251

Other Revenue $193,988

TOTAL REVENUE $3,655,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $989,053

Fundraising Expenses $255,516

Program Expenses $1,052,622

Other Expenses $788,390

TOTAL EXPENSES $1,777,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,655,712	$1,029,118	+2.6%
Expenses	$1,777,443	$1,671,255	+0.1%
Net Income	$1,878,269	$-642,137	-3.9%

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

$77,337

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISELLE LAFRANCE	PRESIDENT	40.00	Officer	$68,968	$8,369	$77,337
MARY ETTA SCHNEIDER	BOARD CHAIR	8.00	Officer Director	$0	$0	$0
JOHN SORLIE	TRUSTEE	1.00	Director	$0	$0	$0
PETER DEYOE	TRUSTEE	1.00	Director	$0	$0	$0
RIEF KANAN	TRUSTEE	1.00	Director	$0	$0	$0
LAURA WASHINGTON	TRUSTEE	1.00	Director	$0	$0	$0
JUDITH HERNSTADT	TRUSTEE	1.00	Director	$0	$0	$0
APRIL BEISAW	TRUSTEE	1.00	Director	$0	$0	$0
ALICIA DEMARCO	TRUSTEE	1.00	Director	$0	$0	$0
RJ SMITH	TRUSTEE	1.00	Director	$0	$0	$0
VALS OSBORNE	VICE CHAIR	2.00	Officer	$0	$0	$0
JAMES E COTTER	TREASURER	2.00	Officer	$0	$0	$0
CAROL JOHNSON	SECRETARY	2.00	Officer	$0	$0	$0
JAN WILLEM VAN BERGEN HENEGOUWEN	RESIGNED 12/	1.00	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	$3,655,712	$1,777,443	$5,715,874	$1,878,269
2023	$1,029,118	$1,671,255	$3,624,004	$-642,137
2022	$1,271,930	$1,455,266	$4,157,363	$-183,336
2021	$1,654,889	$1,402,769	$4,744,482	$252,120
2020	$617,519	$1,212,155	$4,486,674	$-594,636
2019	$1,111,495	$1,491,009	$4,281,222	$-379,514
2018	$2,222,557	$1,367,066	$4,806,699	$855,491

HUGUENOT HISTORICAL SOCIETY NEW PALTZ NY