NIAGARA CELTIC HERITAGE SOCIETY INC (EIN 270255504) - 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

2007

Principal Officer

REBECCA SCHWEIGERT

Phone

7167785730

Tax Period

2024-05-01 to 2025-04-30

NIAGARA CELTIC HERITAGE SOCIETY INC, founded in 2007, is a small nonprofit in the Arts, Culture & Humanities sector that reported $239K in total revenue in fiscal year 2024.

Mission

THE NIAGARA CELTIC HERITAGE SOCIETY, INC. IS A NOT FOR PROFIT CORPORATION FORMED TO PROMOTE THE HISTORY & CULTURE OF IMMIGRANTS TO NORTH AMERICA FROM THE SEVEN CELTIC NATIONS OF IRELAND, SCOTLAND, WALES, CORNWALL, ISLE OF MAN, THE BRITTANY REGION OF FRANCE, AND THE GALACIA REGION OF SPAIN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $239,196

Investment Income $5

Other Revenue $0

TOTAL REVENUE $239,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,500

Fundraising Expenses $0

Program Expenses $249,543

Other Expenses $232,043

TOTAL EXPENSES $249,543

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,201	$224,921	+0.1%
Expenses	$249,543	$237,914	+0.0%
Net Income	$-10,342	$-12,993	-0.2%

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

350

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

$6,775

Total Directors

$17,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT TALLADAY	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE BANKS	SECRETARY	5.00	Officer Director	$0	$0	$0
PHILIP BANKS	TREASURER	15.00	Officer Director	$6,775	$0	$6,775
BETH BANKS	FESTIVAL DIR	20.00	Director	$10,725	$0	$10,725
ELIZABETH ALLORE	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA SCHWEIGERT	PRESIDENT	2.00	Officer Director	$0	$0	$0
BENJAMIN MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN LAMONT	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MATHEW SEIB	DIRECTOR	2.00	Director	$0	$0	$0
RYAN FLORE	DIRECTOR	2.00	Director	$0	$0	$0
OLIVIA DICKENSON	DIRECTOR	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
2025	$239,201	$249,543	$8,492	$-10,342
2024	$224,921	$237,914	$18,834	$-12,993
2023	$197,130	$256,792	$31,827	$-59,662
2022	$301,082	$280,566	$91,489	$20,516
2021	$11,249	$65,386	$70,973	$-54,137
2020	$191,908	$216,603	$13,760	$-24,695
2019	$206,447	$210,142	$38,455	$-3,695
2018	$209,659	$172,611	$42,150	$37,048

NIAGARA CELTIC HERITAGE SOCIETY INC