Historic Brookville Inc (EIN 251423582) - 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

1982

Legal Domicile

Principal Officer

Jack Demotte

Phone

8148493287

Tax Period

2023-01-01 to 2023-12-31

Historic Brookville Inc, founded in 1982, is a micro nonprofit that reported $17K in total revenue in fiscal year 2023. The organization ran a surplus of $7K, a strong 38% operating margin.

Mission

The organization's mission is to restore and preserve the historic properties of Brookville including establishing a recreational park for the community.

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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 $4,885

Program Service Revenue $425

Investment Income $8,232

Other Revenue $3,600

TOTAL REVENUE $17,142

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,544

Other Expenses $10,585

TOTAL EXPENSES $10,585

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,142	$15,898	+0.1%
Expenses	$10,585	$19,747	-0.5%
Net Income	$6,557	$-3,849	-2.7%

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	Role	Reportable Comp	Other Comp	Total
Dave Taylor	Director	Director	$0	$0	$0
Nathan Sharp	Director	Director	$0	$0	$0
Lorna Ondrasik	Director	Director	$0	$0	$0
Lori Galbraith	Director	Director	$0	$0	$0
Jo Rickard	Director	Director	$0	$0	$0
Dave Neill	Director	Director	$0	$0	$0
Pam Elkin	Director	Director	$0	$0	$0
Arthur McKinley	Director	Director	$0	$0	$0
Jack DeMotte	President	Officer	$0	$0	$0
Kathy McCabe	Secretary	Officer	$0	$0	$0
Sam McKinley	Treasurer	Officer	$0	$0	$0
Jason Geer	Vice President	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	$17,142	$10,585	$1,324,718	$6,557
2022	$15,898	$19,747	$1,300,144	$-3,849
2021	$24,589	$17,422	$1,342,937	$7,167
2020	$12,629	$20,585	$1,317,565	$-7,956
2019	$19,143	$14,360	$1,306,505	$4,783

Historic Brookville Inc