Highlands Historical Society (EIN 231979461) - 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

1975

Legal Domicile

Principal Officer

George A Smith JR

Phone

2156412687

Tax Period

2024-07-01 to 2025-06-30

Highlands Historical Society, founded in 1975, is a small nonprofit in the Arts, Culture & Humanities sector that reported $533K in total revenue in fiscal year 2024. Revenue fell 94% from the prior year — a significant decline worth monitoring. Net assets of $11.4M represent 256 months of operating reserves.

Mission

The Highlands Historical Society formed to preserve, restore and interpret the historic mansion and grounds from 1794 to the present.

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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 $103,383

Program Service Revenue $355,937

Investment Income $73,314

Other Revenue $0

TOTAL REVENUE $532,634

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,220

Fundraising Expenses $0

Program Expenses $398,192

Other Expenses $466,062

TOTAL EXPENSES $543,282

Year-over-Year Comparison

	2024	2023	Change
Revenue	$532,634	$8,724,774	-0.9%
Expenses	$543,282	$582,118	-0.1%
Net Income	$-10,648	$8,142,656	-1.0%

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

276

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

$72,064

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dana Dorsey	Executive Director	040.00	Key Emp Highest	$72,064	$0	$72,064
Matt Shearon	Interim President	001.00	Officer Director	$0	$0	$0
George A Smith Jr	Treasurer	001.00	Officer Director	$0	$0	$0
Lucy Disston	Board Member	001.00	Officer Director	$0	$0	$0
Andy Rooke	Facilities Chair	001.00	Director	$0	$0	$0
Wendie Steffens	Board Member	001.00	Director	$0	$0	$0
Edmond Shinn	Vice President	001.00	Officer Director	$0	$0	$0
Rich Williamson	Board Member	001.00	Director	$0	$0	$0
Lori Griswold	Secretary	001.00	Officer Director	$0	$0	$0
John Farris	Board Member	001.00	Director	$0	$0	$0
Jessica Scully	Board Member	001.00	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
2025	$532,634	$543,282	$11,388,968	$-10,648
2024	No data	No data	No data	No data
2023	$301,090	$323,972	$3,268,052	$-22,882
2022	$3,325,992	$268,267	$3,272,809	$3,057,725
2018	$113,002	$145,343	$346,343	$-32,341

Highlands Historical Society