The Clan Currie Society Inc Robert… - Form 990 Financial Data

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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

1992

Legal Domicile

Principal Officer

ROBERT CURRIE

Phone

9732733509

Tax Period

2024-05-01 to 2025-04-30

The Clan Currie Society Inc Robert CurriePresident, founded in 1992, is a small nonprofit that reported $140K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE AND EDUCATE THE GENERAL PUBLIC ABOUT THE HISTORY,TRADITIONS, AND CULTURE OF THE SCOTTISH CLAN CURRIE

Program Service Accomplishments

Program 1

Expenses: $116,232 Revenue: $128,275

THE PIPES OF CHRISTMAS PRESENTS THE CLASSIC SCOTTISH AND IRISH MUSIC & CULTURAL BACKGROUNG.THE EVENT HAS BECOME ONE OF THE MOST UNIQUE CHRISTMAS CONCERTS IN THE METROPOLITAN AREA. THE PIPES OF...

THE PIPES OF CHRISTMAS PRESENTS THE CLASSIC SCOTTISH AND IRISH MUSIC & CULTURAL BACKGROUNG.THE EVENT HAS BECOME ONE OF THE MOST UNIQUE CHRISTMAS CONCERTS IN THE METROPOLITAN AREA. THE PIPES OF CHRISTMAS OFFERS A MIX OF TRADITIONAL HOLIDAY AND SACRED MUSIC PERFORMED BY THE HIGHLAND PIPES AND CELTRIC INSTRUMENTS INTERWOVEN WITH HOLY SCRIPTURE AND CELTRIC POETRY AND LITERATURE. THIS ANNUAL EVENT IS VIDEOTAPED AND AIRED ON TELEVISION DURING THE CHRISTMAS SEASON.PROCEEDS FROM THIS EVENT FUND ORGANIZATIONS,OTHER CULTURAL AND CUMMUNITY OUTREACH PROGRAMS.

Program 2

Expenses: $11,510 Revenue: $8,535

TARTAN DAY AT ELLIS ISLAND AND THE HIGHLAND GAMES & PARADE PROVIDES SCOTISH RITE MUSIC, GAMES AND FOOD. TARTAN DAY ON ELLIS ISLAND IS ONE OF THE PRINCIPAL SCOTTISH EVENTS IN THE UNITED STATES. THE...

TARTAN DAY AT ELLIS ISLAND AND THE HIGHLAND GAMES & PARADE PROVIDES SCOTISH RITE MUSIC, GAMES AND FOOD. TARTAN DAY ON ELLIS ISLAND IS ONE OF THE PRINCIPAL SCOTTISH EVENTS IN THE UNITED STATES. THE ORGANIZATION SUCCESSFULLY COLLABORATES WITH THEELLIS ISLAND IMMIGRATION MUSEUM TO COORDINATE THIS ANNUAL EVENT.PROGRAMMING FOR THISEVENT HAS INCLUDED EXHIBITS ON THE JACOBITES AND AMERICA. THE LIFE AND LEGACY OF JOHN MUIR,AND A CELEBRATION OF THE TARTAN IN ADDITION TO THE PERFORMANCES OF SCOTTISH ARTISTS INCLUDING PIPERS,DRUMMERS,HIGHLAND DANCERS,FIDDLERS AND HARPISTS.

Program 3

Expenses: $4,167 Revenue: $3,200

TO FOSTER,PRESERVE AND PERPETUATE THE EDUCATION IN ALL RELATED AREAS OF THE HISTORY,CULTURE, MUSIC, LANGUAGE ,ARTS,CRAFTS,CUSTOMS AND TRADITIONS OF THE HIGHLANDS OF SCOTLAND AND ITS INFLUENCE ON THE WORLD AT LARGE.THIS HAS BEEN ACCOMPLISHED THROUGH A NUMBER OF OUTREACH PROGRAMS,INCLUDING DOCUMENTARY FILMS,TRADITIONAL SCOTTISH HERITIAGE PROGRAMING AND EVENTS. THE ORGANIZATION ALSOPARTICIPATES IN PROGRAMING,SCHOLARSHIPS,AND AWARDS.THE ACADEMIC AND CURRIE SYMPOSIUMS ALSO PROVIDE EDUCATION OF THE SCOTTISH HERITAGE,CULTURE AND CUSTOMS.THE ORGANIZATION MAINTAINS ITS EDUCATIONAL WEBSITE OF SCOTTISH DECENT AND GENEALOGYTO PROMOTE DISCUSSIONS AMONG CLAN MEMBERS. THE SOCIETY HAS OVER 3000 MEMBERS WORLDWIDE THAT GATHER VIA THE SOCIETY`S WEBSITE AND SPECIAL EVENTS.

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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 $0

Program Service Revenue $140,010

Investment Income $0

Other Revenue $0

TOTAL REVENUE $140,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,909

Other Expenses $147,336

TOTAL EXPENSES $147,336

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,010	$122,698	+0.1%
Expenses	$147,336	$119,076	+0.2%
Net Income	$-7,326	$3,622	-3.0%

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

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
ROBERT CURRIE	President & CEO	60.00	Officer Director	$0	$0	$0
SUZANNE CURRIE	Vice President	15.00	Officer Director	$0	$0	$0
THOMAS BARR	Treasurer	50.00	Officer Director	$0	$0	$0
DONALD CURRIE	Trustee	1.00	Officer Director	$0	$0	$0
MATTHEW SINCLAIR	Secretary	10.00	Officer 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	$140,010	$147,336	$30,360	$-7,326
2024	$122,698	$119,076	$37,686	$3,622
2023	$113,760	$107,437	$34,064	$6,323
2022	$83,477	$97,694	$27,741	$-14,217
2021	$14,360	$59,317	$41,958	$-44,957
2020	$95,450	$100,021	$86,915	$-4,571
2019	$106,085	$114,887	$91,486	$-8,802

The Clan Currie Society Inc Robert CurriePresident