Historic Harrisburg Assoc (EIN 237244724) - 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

1973

Legal Domicile

Principal Officer

David Morrison

Tax Period

2023-07-01 to 2024-06-30

Historic Harrisburg Assoc, founded in 1973, is a small nonprofit that reported $457K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $262K, a strong 57% operating margin.

Mission

Our mission is to advocate for stewardship of Harrisburg architectural heritage and promote economic development that respects our cultural legacy

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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 $387,050

Program Service Revenue $0

Investment Income $15,316

Other Revenue $54,339

TOTAL REVENUE $456,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $103,532

Fundraising Expenses $20,504

Program Expenses $112,410

Other Expenses $91,480

TOTAL EXPENSES $195,012

Year-over-Year Comparison

	2023	2022	Change
Revenue	$456,705	$285,320	+0.6%
Expenses	$195,012	$210,026	-0.1%
Net Income	$261,693	$75,294	+2.5%

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

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
Jeb Stuart	President	1	Officer Director	$0	$0	$0
Dan Fulton	Vice President	1	Officer Director	$0	$0	$0
Linda Plesic	Vice President	1	Officer Director	$0	$0	$0
J Quain	Secretary	1	Officer Director	$0	$0	$0
Daniel Lupia	Treasurer	1	Officer Director	$0	$0	$0
Tom Darr	Im Past Pres	1	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	No data	No data	No data	No data
2024	$456,705	$195,012	$1,262,518	$261,693
2023	$285,320	$210,026	$990,673	$75,294
2022	$146,983	$99,653	$921,893	$47,330
2021	$439,539	$188,585	$869,120	$250,954
2020	$195,825	$173,367	$615,467	$22,458
2019	$124,464	$149,004	$621,229	$-24,540
2018	$121,874	$154,189	$655,227	$-32,315

Historic Harrisburg Assoc