HISTORICAL ASSOCIATION OF SOUT

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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

Principal Officer

ALAN REED

Phone

3152322616

Tax Period

2025-01-01 to 2025-12-31

HISTORICAL ASSOCIATION OF SOUT is a micro nonprofit that reported $95K in total revenue in fiscal year 2025. Revenue decreased 5% compared to the prior year. Expenses of $105K exceeded revenue, resulting in a 11% operating deficit.

Mission

The discovery, preservation and disseminating of knowledge about history and people of southern Jefferson Co in NYS to provide for the preservation of such material

Program Service Accomplishments

Program 1

Expenses: $5,354 Revenue: $14,299

Strawberry Fistival-Major fundraiser to support our organizations

Program 2

Expenses: $3,414 Revenue: $10,908

2oo Clubs spring and fall dinners to support our organizations

Program 3

Expenses: $1,751 Revenue: $2,857

Bargain Days chicken BBQ to support our organizations operating

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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 (2025)

Revenue Breakdown

Contributions & Grants $91,422

Program Service Revenue $3,736

Investment Income $0

Other Revenue $0

TOTAL REVENUE $95,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,814

Program Expenses $10,814

Other Expenses $105,327

TOTAL EXPENSES $105,327

Year-over-Year Comparison

	2025	2024	Change
Revenue	$95,158	$100,198	-0.1%
Expenses	$105,327	$38,111	+1.8%
Net Income	$-10,169	$62,087	-1.2%

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

N/A

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
David Hutchins	Trustee	1	Director	$0	$0	$0
Margaret Harpe	Trustee	1	Director	$0	$0	$0
Marcia Reed	Trustee	1	Director	$0	$0	$0
Phillip Chatte	Trustee	1	Director	$0	$0	$0
Norman Yerdon	Trustee	1	Director	$0	$0	$0
Alan Reed	President	1	Officer	$0	$0	$0
Bilkey Moore	Vice President	1	Officer	$0	$0	$0
Debbie Quick	Secretary	1	Officer	$0	$0	$0
Connie Orr	Corr Secretary	1	Officer	$0	$0	$0
Mary MacIlvenn	Treasurer	1	Officer	$0	$0	$0
Clint Gillett	Asst Treasurer	1	Officer	$0	$0	$0
Barbara Rendel	Trustee	1	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	$95,158	$105,327	$1,404,646	$-10,169
2024	No data	No data	No data	No data
2023	$76,652	$41,077	$1,240,328	$35,575
2022	$68,108	$56,921	$1,204,753	$11,187
2021	$88,436	$56,946	$1,193,566	$31,490
2020	$67,367	$62,068	$1,114,798	$5,299