HOLSEY GATES RESIDENCE PRESERVATIO… - Form 990 Financial Data

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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

1978

Legal Domicile

Principal Officer

KELLY FALCONE-HALL

Phone

2167215722

Tax Period

2020-01-01 to 2020-12-31

HOLSEY GATES RESIDENCE PRESERVATION FOUNDATION, founded in 1978, is a micro nonprofit that reported $511 in total revenue in fiscal year 2020. Revenue fell 79% from the prior year — a significant decline worth monitoring.

Mission

SUPPORTS THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE WESTERN RESERVE HISTORICAL SOCIETY.

Program Service Accomplishments

Program 1

SUPPORTS THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE WESTERN RESERVE HISTORICAL SOCIETY BY MAINTAINING THE HOLSEY GATES RESIDENCE, A QUEEN ANNE STYLE STRUCTURE LISTED ON THE NATIONAL REGISTER OF...

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $511

Other Revenue $0

TOTAL REVENUE $511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2020	2019	Change
Revenue	$511	$2,440	-0.8%
Expenses	N/A	$3,037	-1.0%
Net Income	N/A	$-597	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

$264,421

Total Directors

$158,595

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY FALCONE-HALL	PRESIDENT &	N/A	Officer Director	$0	$21,687	$158,595
HILARY BEATREZ	VICE PRES. F	1.00	Officer	$0	$15,724	$105,826
GREGORY BEAN	VP & SECRETA	N/A	Officer 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
2020	$511	No data	No data	No data
2019	$2,440	$3,037	$200,805	$-597
2018	$19,775	$5,923	$406,100	$13,852

HOLSEY GATES RESIDENCE PRESERVATION FOUNDATION