HAY CREEK VALLEY HISTORICAL ASSOCIATION (EIN 232090348) - 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

KEN BENNER

Phone

6102860388

Tax Period

2023-01-01 to 2023-12-31

HAY CREEK VALLEY HISTORICAL ASSOCIATION, founded in 1975, is a small nonprofit that reported $269K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. Net assets of $1.2M represent 54 months of operating reserves.

Mission

THE MISSION OF THE HAY CREEK VALLEY HISTORICAL ASSOCIATION IS "TO PROMOTE WITHIN OUR COMMUNITY AN UNDERSTANDING AND AN APPRECIATION FOR OUR LOCAL HERITAGE BY MAINTAINING AND INSTRUCTING THOSE CRAFTS, SKILLS, AND ARTIFACTS THAT REPRESENT OUR HERITAGE."

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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 (2023)

Revenue Breakdown

Contributions & Grants $15,980

Program Service Revenue $225,177

Investment Income $7,263

Other Revenue $20,495

TOTAL REVENUE $268,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,299

Fundraising Expenses $5,673

Program Expenses $228,222

Other Expenses $220,874

TOTAL EXPENSES $282,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$268,915	$334,265	-0.2%
Expenses	$282,173	$269,886	+0.0%
Net Income	$-13,258	$64,379	-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

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
KEN BENNER	TREASURER	5.00	Officer Director	$0	$0	$0
JULIANA FLORA	PRESIDENT	1.50	Officer Director	$0	$0	$0
GARY KURTZ	1ST VICE PRE	2.00	Officer Director	$0	$0	$0
STEVE FREEMAN	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
MICHAEL BARBIERI	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA SMALE	DIRECTOR	5.00	Director	$0	$0	$0
WILL JACOB	DIRECTOR	6.00	Director	$0	$0	$0
MARK ZERR	EXECUTIVE DI	40.00	Officer	$0	$0	$0
CATHY SPOHN	RECORDING SE	1.00	Officer Director	$0	$0	$0
JOHN WYSOLMERSKI	DIRECTOR	1.00	Director	$0	$0	$0
DAN MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE PAVLESICH	DIRECTOR	1.00	Director	$0	$0	$0
MANDY HILKEL	DIRECTOR	N/A	Officer	$0	$0	$0
DOUG LOGAN	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$268,915	$282,173	$1,209,807	$-13,258
2022	$334,265	$269,886	$1,233,615	$64,379
2021	$313,550	$258,155	$1,207,554	$55,395
2020	$174,155	$172,184	$1,163,929	$1,971
2019	$429,834	$532,241	$1,097,342	$-102,407
2018	$243,378	$280,824	$1,096,603	$-37,446

HAY CREEK VALLEY HISTORICAL ASSOCIATION