BRADFORD HOUSE HISTORICAL ASSOCIATION (EIN 256070816) - 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

1965

Legal Domicile

Principal Officer

DENISE CUMMINS

Phone

7242223604

Tax Period

2023-01-01 to 2023-12-31

BRADFORD HOUSE HISTORICAL ASSOCIATION, founded in 1965, is a small nonprofit that reported $217K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $241K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE MISSION OF THE BRADFORD HOUSE HISTORICAL ASSOCIATION IS TO EDUCATE AS WE PRESERVE AND PROMOTE THE HISTORY OF THE WHISKEY REBELLION AND THE 18TH CENTURY LIFE AND TIMES OF DAVID BRADFORD

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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 $204,485

Program Service Revenue $10,408

Investment Income $2,022

Other Revenue $86

TOTAL REVENUE $217,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $101,480

Fundraising Expenses $31,920

Program Expenses $188,440

Other Expenses $139,058

TOTAL EXPENSES $240,538

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,001	$200,540	+0.1%
Expenses	$240,538	$224,087	+0.1%
Net Income	$-23,537	$-23,547	0.0%

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

$61,000

Total Directors

$61,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACIE LIBERATORE	EXECUTIVE DI	40.00	Officer Director	$61,000	$0	$61,000
PAULA ANDERSON	SECRETARY	2.00	Officer Director	$0	$0	$0
CAROL DE ANGELO	BOARD MEMBER	2.00	Director	$0	$0	$0
APRIL BETZNER	TREASURER	2.00	Officer Director	$0	$0	$0
DENISE CUMMINS	PRESIDENT	2.00	Officer Director	$0	$0	$0
TARA GLEASON	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBORAH MAINWARING	BOARD MEMBER	2.00	Director	$0	$0	$0
JUDY MATTOZZI	BOARD MEMBER	2.00	Director	$0	$0	$0
JOE MURDOCH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
GARY RECKTENWALD	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL ROBINSON	PRESIDENT-EL	2.00	Officer Director	$0	$0	$0
DOROTHY TECKLENBURG	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGELA DE THOMAS	BOARD MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$217,001	$240,538	$336,431	$-23,537
2022	$239,725	$227,696	$345,570	$12,029
2021	$200,540	$224,087	$333,400	$-23,547
2020	$226,289	$216,212	$356,914	$10,077
2019	$213,008	$108,491	$346,624	$104,517
2018	$131,406	$102,194	$242,014	$29,212

BRADFORD HOUSE HISTORICAL ASSOCIATION