NEW YORK HOLSTEIN ASSOCIATION (EIN 150535462) - 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

1920

Legal Domicile

Principal Officer

ELIZABETH FOOTE

Phone

6073160867

Tax Period

2024-01-01 to 2024-12-31

NEW YORK HOLSTEIN ASSOCIATION, founded in 1920, is a small nonprofit that reported $428K in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $410K left a modest 4% surplus.

Mission

TO EDUCATE AND TRAIN THE LEADERS OF TOMORROW AND TO PROMOTE THE HOLSTEIN BREED TO PRESERVE THE HOLSTEIN TRADITION.

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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 $107,738

Program Service Revenue $240,575

Investment Income $59,263

Other Revenue $20,679

TOTAL REVENUE $428,255

Expense Breakdown

Grants Paid $7,871

Salaries & Benefits $126,544

Fundraising Expenses $0

Other Expenses $275,099

TOTAL EXPENSES $409,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$428,255	$680,441	-0.4%
Expenses	$409,514	$662,298	-0.4%
Net Income	$18,741	$18,143	+0.0%

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

Volunteers

100

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

$115,673

Total Directors

$115,673

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN DANFORTH	STATE DIRECTOR	0.12	Director	$0	$0	$0
AMY KELSEY	MEMBERSHIP COMMITTEE CHAIR	0.50	Director	$0	$0	$0
ANITA MENZI	STATE DIRECTOR	0.12	Director	$0	$0	$0
BETSEY GERBER	INVESTMENT CHAIR	0.50	Director	$0	$0	$0
BONNIE BARGSTEDT	STATE DIRECTOR	0.12	Director	$0	$0	$0
BRYCE WINDECKER	TREASURER	0.50	Officer Director	$0	$0	$0
CAMERON DAVIS	STATE DIRECTOR	0.50	Director	$0	$0	$0
CATHY LITTLEFIELD-BUSH	STATE DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CURTISS	SALES COMMITTEE CHAIR	0.50	Director	$0	$0	$0
CURTIS NOLAN	STATE DIRECTOR	0.50	Director	$0	$0	$0
DAVID KING	STATE DIRECTOR	0.50	Director	$0	$0	$0
DENNY CARLBERG	STATE DIRECTOR	0.50	Director	$0	$0	$0
DEVIN KUHN	STATE DIRECTOR	0.12	Director	$0	$0	$0
ELIZABETH FOOTE	CO-EXECUTIVE MANAGER	0.50	Officer Director	$53,490	$0	$53,490
GINNY FOLTS	SHOW COMMITTEE CHAIR	0.50	Director	$0	$0	$0
HAL LUSK	STATE DIRECTOR	0.12	Director	$0	$0	$0
JACKIE BENNETT	SCHOLARSHIP CHAIR	0.50	Director	$0	$0	$0
JASON LLOYD	PRESIDENT	0.50	Officer Director	$0	$0	$0
JESSICA FREDRICKS	CONVENTION CHAIR	0.50	Director	$0	$0	$0
JIM PUTMAN	STATE DIRECTOR	0.50	Director	$0	$0	$0
JOANNE PECK-DONNAN	CO-EXECUTIVE MANAGER	0.50	Officer Director	$41,000	$0	$41,000
JOHN MARSHMAN	FINANCIAL	0.50	Officer Director	$0	$0	$0
JOSH FOLTS	2ND VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JUSTINE KELSEY	EDITOR	0.12	Director	$0	$0	$0
KAREN NEPHEW	STATE DIRECTOR	0.50	Director	$0	$0	$0
LARRY HILL	STATE DIRECTOR	0.12	Director	$0	$0	$0
LAURA LITTREIL	STATE DIRECTOR	0.50	Director	$0	$0	$0
LINDA BYMA	STATE DIRECTOR	0.50	Director	$0	$0	$0
LYNETTE WRIGHT	BREED PROMOTION COMMITTEE	0.12	Director	$0	$0	$0
MARVIN LUDERS	STATE DIRECTOR	0.12	Director	$0	$0	$0
STEVE VANLIESHOUT	1ST VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
THOMAS HARKENRIDER	STATE DIRECTOR	0.50	Director	$0	$0	$0
PATSY GIFFORD	CO-EXECUTIVE MANAGER	0.50	Officer Director	$21,183	$0	$21,183

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	$428,255	$409,514	$872,635	$18,741
2023	$680,441	$662,298	$832,330	$18,143
2022	$543,982	$465,745	$772,612	$78,237
2021	$678,321	$665,722	$867,927	$12,599
2020	$590,866	$625,280	$863,098	$-34,414
2020	$590,866	$625,280	$863,098	$-34,414
2019	$924,265	$965,233	$827,976	$-40,968
2018	$441,250	$520,187	$755,064	$-78,937

NEW YORK HOLSTEIN ASSOCIATION