HOLSEY GATES RESIDENCE PRESERVATION FOUNDATION

EIN: 341279724 501(c)(3)

CLEVELAND, OH

Total Revenue
$511
Total Expenses
N/A
Total Assets
N/A
Net Assets
N/A
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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
OH
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.

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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%)

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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

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Governance

Voting Members
2
Independent Members
2
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
3
$264,421
Total Directors
2
$158,595
Key Employees
0
$0
Highest Compensated
0
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
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