CHAUTAUQUA HISTORICAL SOCIETY

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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

2003

Legal Domicile

Tax Period

2021-01-01 to 2021-12-31

CHAUTAUQUA HISTORICAL SOCIETY, founded in 2003, is a small nonprofit in the Arts, Culture & Humanities sector that reported $248K in total revenue in fiscal year 2021. The organization ran a surplus of $241K, a strong 97% operating margin.

Mission

SPONSORSHIP OF EDUCATIONAL PROGRAMS DURING THE CHAUTAUQUA SEASON AND PUBLICATION OF NEWSLETTER SEVERAL TIMES EACH YEAR TO INFORM THE CHAUTAUQUA COMMUNITY AND THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $6,366

SPONSORSHIP OF EDUCATIONAL PROGRAMS DURING THE ANNUAL CHAUTAUQUA SEASON AND PUBLICATION OF NEWSLETTER SEVERAL TIMES EACH YEAR TO INFORM THE CHAUTAUQUA COMMUNITY AND THE PUBLIC.

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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 (2021)

Revenue Breakdown

Contributions & Grants $246,855

Program Service Revenue $0

Investment Income $1,174

Other Revenue $0

TOTAL REVENUE $248,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,366

Other Expenses $7,226

TOTAL EXPENSES $7,226

Year-over-Year Comparison

	2021	2020	Change
Revenue	$248,029	N/A	N/A
Expenses	$7,226	N/A	N/A
Net Income	$240,803	N/A	N/A

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
ANNIE DUGAN	ARCHIVIST	Director	$0	$0	$0
BECKY ARENDT	MEMBER AT LARGE	Director	$0	$0	$0
DONNA WILSON	MEMBER AT LARGE	Director	$0	$0	$0
KATRINA PON	TREASURER	Officer	$0	$0	$0
JOHN COLBERT	PRESIDENT	Officer	$0	$0	$0
BILL MEYER JR	VICE PRESIDENT	Officer	$0	$0	$0
JAN CLINITE	SECRETARY	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
2021	$248,029	$7,226	$305,254	$240,803