MUSKEGON HERITAGE ASSOCIATION (EIN 237350112) - 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

1974

Legal Domicile

Principal Officer

PAUL DE HORN

Phone

2317221363

Tax Period

2018-10-01 to 2019-09-30

MUSKEGON HERITAGE ASSOCIATION, founded in 1974, is a small nonprofit that reported $270K in total revenue in fiscal year 2018. Revenue surged 149% from the prior year, signaling strong growth momentum. Expenses of $259K left a modest 4% surplus.

Mission

MAINTAIN HISTORICAL MUSEUM

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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 (2018)

Revenue Breakdown

Contributions & Grants $241,517

Program Service Revenue $26,741

Investment Income $183

Other Revenue $1,406

TOTAL REVENUE $269,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $259,449

Other Expenses $259,449

TOTAL EXPENSES $259,449

Year-over-Year Comparison

	2018	2017	Change
Revenue	$269,847	$108,194	+1.5%
Expenses	$259,449	$62,286	+3.2%
Net Income	$10,398	$45,908	-0.8%

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

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
PAUL DE HORN	PRESIDENT	10.00	Officer Director	$0	$0	$0
ANNE DAKE	SECRETARY	30.00	Officer Director	$0	$0	$0
JIM RUNYAN	TREASURER	20.00	Officer Director	$0	$0	$0
ALLAN DAKE	DIRECTOR OF	30.00	Officer Director	$0	$0	$0
ROGER WIITANEN	DIRECTOR	20.00	Director	$0	$0	$0
RAY HILT	DIRECTOR	3.00	Director	$0	$0	$0
CHRIS DEUR	DIRECTOR	15.00	Director	$0	$0	$0
ANDY BUZZARD	DIRECTOR	2.00	Director	$0	$0	$0
DICK DIDRIKSON	DIRECTOR	10.00	Director	$0	$0	$0
JOHN AUGUSTIN	DIRECTOR	10.00	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
2019	$269,847	$259,449	$139,123	$10,398

MUSKEGON HERITAGE ASSOCIATION