HISTORIC BELLEFONTE INC (EIN 251512205) - 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

1992

Legal Domicile

Principal Officer

LISA DEHAAS

Phone

8144820052

Tax Period

2023-01-01 to 2023-12-31

HISTORIC BELLEFONTE INC, founded in 1992, is a small nonprofit that reported $171K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. Expenses of $152K left a modest 11% surplus.

Mission

REVITALIZE BELLEFONTE AND PRESERVE THE BOROUGHS HISTORIC CULTURAL AND HISTORIC ARCHITECHTURAL 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 $110,563

Program Service Revenue $43,920

Investment Income $16,979

Other Revenue $-320

TOTAL REVENUE $171,142

Expense Breakdown

Grants Paid $13,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,218

Other Expenses $138,032

TOTAL EXPENSES $151,882

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,142	$106,843	+0.6%
Expenses	$151,882	$101,729	+0.5%
Net Income	$19,260	$5,114	+2.8%

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

N/A

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
STEPHANIE PETERS	PRESIDENT	5.00	Officer	$0	$0	$0
LISA DEHAAS	TREASURER	5.00	Officer	$0	$0	$0
PAT MCCOOL	FIRST VP	5.00	Officer	$0	$0	$0
RENEE BROWN	2ND VP SECRETARY	5.00	Officer	$0	$0	$0
ROMAYNE NAYLOR	MEMBER AT LARGE	5.00	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	$171,142	$151,882	$317,400	$19,260
2022	$106,843	$101,729	$298,140	$5,114
2021	$82,329	$52,250	$293,026	$30,079
2020	$84,835	$95,228	$244,444	$-10,393
2019	$240,614	$240,672	$254,837	$-58
2018	$180,405	$178,858	$254,895	$1,547

HISTORIC BELLEFONTE INC