HIGHLAND PARK HISTORICAL SOCIETY (EIN 366154260) - 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

1966

Legal Domicile

Principal Officer

ROBERT ROTERING

Phone

8477787356

Tax Period

2021-06-01 to 2022-05-31

HIGHLAND PARK HISTORICAL SOCIETY, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $308K in total revenue in fiscal year 2018. Revenue surged 2311% from the prior year, signaling strong growth momentum. The organization ran a surplus of $260K, a strong 84% operating margin.

Mission

HISTORICAL SOCIETY AND MUSEUM

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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 $5,521

Program Service Revenue $0

Investment Income $5,437

Other Revenue $0

TOTAL REVENUE $10,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,502

Other Expenses $37,056

TOTAL EXPENSES $37,056

Year-over-Year Comparison

	2021	2020	Change
Revenue	$10,958	$6,452	+0.7%
Expenses	$37,056	$25,623	+0.4%
Net Income	$-26,098	$-19,171	+0.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD HOLLAND	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE LAMBRECHT	DIRECTOR	1.00	Director	$0	$0	$0
LARRY PASQUESI	DIRECTOR	1.00	Director	$0	$0	$0
JULIE EHRLICH	CO-TREASURER	1.00	Officer	$0	$0	$0
JEFF STERN	CO-TREASURER	1.00	Officer Director	$0	$0	$0
MARIA PASQUESI	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT ROTERING	PRESIDENT	1.00	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
2022	$10,958	$37,056	$759,025	$-26,098
2021	$6,452	$25,623	$793,910	$-19,171
2020	$6,241	$39,537	$803,561	$-33,296
2019	$307,961	$47,873	$839,282	$260,088

HIGHLAND PARK HISTORICAL SOCIETY