FORT EDWARD HISTORICAL ASSOCIATION (EIN 146030802) - 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

1925

Legal Domicile

Principal Officer

LAWRENCE KONOPKA

Phone

5187479600

Tax Period

2024-01-01 to 2024-12-31

FORT EDWARD HISTORICAL ASSOCIATION, founded in 1925, is a small nonprofit in the Arts, Culture & Humanities sector that reported $173K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $158K left a modest 9% surplus.

Mission

MAINTAINS RECORDS DOCUMENTING THE HISTORY OF FORT EDWARD, NEW YORK, AND OFFERS HISTORICAL EDUCATIONAL PROGRAMS TO THE PUBLIC.

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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 $114,475

Program Service Revenue $0

Investment Income $41,675

Other Revenue $16,841

TOTAL REVENUE $172,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,780

Fundraising Expenses $0

Program Expenses $145,498

Other Expenses $106,259

TOTAL EXPENSES $158,039

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,991	$140,424	+0.2%
Expenses	$158,039	$136,752	+0.2%
Net Income	$14,952	$3,672	+3.1%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN BRENNAN	TRUSTEE	010.00	Director	$0	$0	$0
JOHN WEBER	TRUSTEE	010.00	Director	$0	$0	$0
PEGGY CURRIE	SECRETARY	010.00	Officer Director	$0	$0	$0
ROBERT DICKINSON	TRUSTEE	010.00	Director	$0	$0	$0
JAMES DOTY	TRUSTEE	010.00	Director	$0	$0	$0
ELIZABETH O'LEARY	PRESIDENT	010.00	Officer Director	$0	$0	$0
MARY R SMITH	TRUSTEE	010.00	Director	$0	$0	$0
LAWRENCE KONOPKA	TREASURER	010.00	Officer Director	$0	$0	$0
TINA OVITT	VICE PRESIDENT	010.00	Officer Director	$0	$0	$0
WILLIAM BURKE	TRUSTEE	010.00	Director	$0	$0	$0
CLINTON ROODS	TRUSTEE	010.00	Director	$0	$0	$0
ED BROOKS	TRUSTEE	010.00	Director	$0	$0	$0
CHELSEA TOWERS	TRUSTEE	010.00	Director	$0	$0	$0
SHIRLEY RESTAU	Secretary	010.00	Officer Director	$0	$0	$0
R PAUL MCCARTY	EXECUTIVE DIRECTOR	010.00	Key Emp Highest	$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	$172,991	$158,039	$1,557,710	$14,952
2023	$140,424	$136,752	$1,557,208	$3,672
2022	$30,819	$143,127	$1,545,078	$-112,308
2021	$232,618	$119,569	$1,654,011	$113,049
2020	$63,725	$100,732	$1,547,540	$-37,007
2019	$198,569	$102,314	$1,576,901	$96,255
2018	$38,080	$128,545	$1,459,337	$-90,465

FORT EDWARD HISTORICAL ASSOCIATION