HEUVELTON HISTORICAL ASSOCIATION (EIN 161611919) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

DAVID H KINGSLEY

Phone

3153447754

Tax Period

2024-01-01 to 2024-12-31

HEUVELTON HISTORICAL ASSOCIATION, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $245K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $296K exceeded revenue, resulting in a 21% operating deficit.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,087

Program Service Revenue $74,224

Investment Income $0

Other Revenue $149,473

TOTAL REVENUE $244,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,912

Fundraising Expenses $0

Program Expenses $248,456

Other Expenses $202,639

TOTAL EXPENSES $295,551

Year-over-Year Comparison

	2024	2023	Change
Revenue	$244,784	$260,079	-0.1%
Expenses	$295,551	$292,796	+0.0%
Net Income	$-50,767	$-32,717	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DAVID H KINGSLEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
KEVIN FEUKA	TREASURER	2.00	Officer Director	$0	$0	$0
BARBARA LASHUA	SECRETARY	2.00	Officer Director	$0	$0	$0
KEN COLE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ROSEMARY SIMMONS	BOARD MEMBER	2.00	Director	$0	$0	$0
SEAN BOUTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD TACCHINO	BOARD MEMBER	2.00	Director	$0	$0	$0
TERRI PERSONS	BOARD MEMBER	2.00	Director	$0	$0	$0
LINDA WOOD	BOARD MEMBER	2.00	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	$244,784	$295,551	$2,296,779	$-50,767
2023	$260,079	$292,796	$2,365,574	$-32,717
2022	$264,167	$270,070	$2,409,707	$-5,903
2021	$230,981	$232,859	$2,355,595	$-1,878
2020	$209,972	$176,463	$2,016,973	$33,509
2019	$213,496	$202,064	$2,056,166	$11,432
2018	$257,888	$221,774	$2,099,189	$36,114

HEUVELTON HISTORICAL ASSOCIATION