HUDSON AREA HISTORY CONNECTION (EIN 391053844) - 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

1940

Legal Domicile

Principal Officer

JULIE LESHER

Phone

7153862654

Tax Period

2023-01-01 to 2023-12-31

HUDSON AREA HISTORY CONNECTION, founded in 1940, is a micro nonprofit that reported $68K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $96K exceeded revenue, resulting in a 40% operating deficit.

Mission

EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $20,319

Program Service Revenue $15,492

Investment Income $21,611

Other Revenue $10,949

TOTAL REVENUE $68,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,335

Fundraising Expenses $0

Program Expenses $41,519

Other Expenses $47,693

TOTAL EXPENSES $96,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,371	$101,983	-0.3%
Expenses	$96,028	$73,911	+0.3%
Net Income	$-27,657	$28,072	-2.0%

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

Volunteers

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
JOHN THOMAS	DIRECTOR	N/A	Director	$0	$0	$0
JEAN HAUT	DIRECTOR	N/A	Director	$0	$0	$0
MARG WOPAT	DIRECTOR	N/A	Director	$0	$0	$0
TAMI TULIBASKI	DIRECTOR	N/A	Director	$0	$0	$0
KIMBERLY BENNEWITZ	BOARD MEMBER	N/A	Director	$0	$0	$0
BARABARA GEORGE	DIRECTOR	N/A	Director	$0	$0	$0
KAY TIMM	DIRECTOR	N/A	Director	$0	$0	$0
HEATHER BRATULICH	DIRECTOR	N/A	Director	$0	$0	$0
JULIE LESHER	CO-PRESIDENT	N/A	Officer Director	$0	$0	$0
LAVONNE MCCOMBIE	DIRECTOR	N/A	Director	$0	$0	$0
WAYNE HAUT	CO-PRESIDENT	N/A	Officer	$0	$0	$0
PEGGY STERN	SECRECTARY	N/A	Officer	$0	$0	$0
MATTHEW T ROMBERG	TREASURER	N/A	Officer	$0	$0	$0
RICHELLE JADER	BOARD MEMBER	N/A	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
2024	No data	No data	No data	No data
2023	$68,371	$96,028	$958,663	$-27,657
2022	$101,983	$73,911	$918,802	$28,072
2021	$232,649	$58,387	$1,028,687	$174,262
2020	$64,470	$46,925	$922,516	$17,545
2019	$65,574	$49,977	$955,276	$15,597
2018	$62,337	$57,009	$846,817	$5,328

HUDSON AREA HISTORY CONNECTION