FOREST HOME HISTORIC PRESERVATION ASSOCIATION INC (EIN 391477238) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

SUZY BRENNAN

Phone

4146452632

Tax Period

2023-01-01 to 2023-12-31

FOREST HOME HISTORIC PRESERVATION ASSOCIATION INC, founded in 1984, is a small nonprofit in the Environment sector that reported $264K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Net assets of $1.1M represent 52 months of operating reserves.

Mission

TO SUPPORT THE ENVIRONMENTAL, EDUCATIONAL, AND HISTORIC PRESERVATION OF THE FOREST HOME CEMETERY. WE BELIEVE IN SHARING OUR ABUNDANT NATURAL RESOURCES WITH OUR COMMUNITY WHILE EDUCATING RESIDENTS ABOUT THEIR CITY'S RICH, DIVERSE HISTORY. AS A NATIONAL HISTRORIC SITE WITH AN INTERNATIONALLY ACCREDITED ARBORETUM, WE SEEK TO PRESERVE THIS SPECIAL PLACE TO BENEFIT THE LIVING AND SURROUNDING COMMUNITY. THROUGH PUBLIC ENGAGEMENT, WE FOSTER SUPPORT TO PRESERVE AND ENHANCE THE MONUMENTS, BUILDINGS AND GROUNDS FOR FUTURE GENERATIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $129,830

Program Service Revenue $105,605

Investment Income $25,607

Other Revenue $3,024

TOTAL REVENUE $264,066

Expense Breakdown

Grants Paid $106,684

Salaries & Benefits $0

Fundraising Expenses $13,576

Program Expenses $241,764

Other Expenses $156,866

TOTAL EXPENSES $263,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$264,066	$325,896	-0.2%
Expenses	$263,550	$292,693	-0.1%
Net Income	$516	$33,203	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$85,714

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBIE BRENNAN-NELSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUZY BRENNAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MINNA DIHN-STUVER	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL HAUBRICH PHD	DIRECTOR	1.00	Director	$0	$0	$0
LECIA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE KRUEGER	SECRETARY	1.00	Officer Director	$0	$0	$0
LEE MATZ	DIRECTOR	1.00	Director	$0	$0	$0
PETER OGDEN	DIRECTOR	1.00	Director	$0	$0	$0
ROSS READ III	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET SCHUMACHER	DIRECTOR	1.00	Director	$0	$0	$0
JOCASTA ZAMARRIPA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BURCH	DIRECTOR	1.00	Director	$0	$0	$0
SALLY MERRELL	DIRECTOR	1.00	Director	$0	$0	$0
KATE VENNE	DIRECTOR	1.00	Director	$0	$0	$0
SARA TOMILIN	EXECUTIVE DIRECTOR	39.00	Officer	$0	$0	$85,714

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	$264,066	$263,550	$1,134,698	$516
2022	$325,896	$292,693	$1,037,880	$33,203
2021	$235,703	$112,479	$1,203,609	$123,224
2020	$107,990	$52,443	$1,031,444	$55,547
2019	$221,013	$81,973	$823,609	$139,040

FOREST HOME HISTORIC PRESERVATION ASSOCIATION INC