Holland Purchase Historic Society (EIN 160868727) - 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

1969

Legal Domicile

Principal Officer

Patrick Weissand

Phone

5853434727

Tax Period

2024-01-01 to 2024-12-31

Holland Purchase Historic Society, founded in 1969, is a small nonprofit that reported $151K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $138K left a modest 9% surplus.

Mission

To preserve and educate about the history of Genesee County and Western New York

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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 $114,973

Program Service Revenue $19,128

Investment Income $8,740

Other Revenue $7,744

TOTAL REVENUE $150,585

Expense Breakdown

Grants Paid $1,050

Salaries & Benefits $71,309

Fundraising Expenses $9,201

Program Expenses $9,460

Other Expenses $56,150

TOTAL EXPENSES $137,710

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,585	$88,683	+0.7%
Expenses	$137,710	$97,252	+0.4%
Net Income	$12,875	$-8,569	-2.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY CONDELLO	Director	3.00	Director	$0	$0	$0
DANIEL FISCHER	Director	3.00	Director	$0	$0	$0
JEFFREY GILLARD	Director	3.00	Director	$0	$0	$0
PAMELA MEYER	Director	3.00	Director	$0	$0	$0
DAVID METZLER	Director	3.00	Director	$0	$0	$0
GREG VAN DUSSEN	Director	3.00	Director	$0	$0	$0
JULIA ROGERS	Director	3.00	Director	$0	$0	$0
DON BURKEL	President	3.00	Officer	$0	$0	$0
PATRICK WEISSEND	Vice President	3.00	Officer	$0	$0	$0
WHITNEY KEHL	Secretary	3.00	Officer	$0	$0	$0
PATRICK FORSYTH	Treasurer	3.00	Officer	$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	$150,585	$137,710	$597,519	$12,875
2023	$88,683	$97,252	$550,766	$-8,569
2022	$79,228	$75,223	$520,640	$4,005
2021	$87,287	$69,908	$589,131	$17,379
2020	$72,669	$71,646	$551,563	$1,023

Holland Purchase Historic Society