COUPEVILLE HISTORIC WATERFRONT ASSOCIATION (EIN 421717212) - 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

2007

Legal Domicile

Principal Officer

VON SUMMERS

Phone

3606826400

Tax Period

2024-07-01 to 2024-12-31

COUPEVILLE HISTORIC WATERFRONT ASSOCIATION, founded in 2007, is a small nonprofit in the Arts, Culture & Humanities sector that reported $230K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $95K, a strong 41% operating margin.

Mission

HISTORIC PRESERVATION AND ECONOMIC DEVELOPMENT

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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 (2024)

Revenue Breakdown

Contributions & Grants $206,585

Program Service Revenue $23,445

Investment Income $16

Other Revenue $0

TOTAL REVENUE $230,046

Expense Breakdown

Grants Paid $11,305

Salaries & Benefits $47,187

Fundraising Expenses $0

Program Expenses $95,118

Other Expenses $76,923

TOTAL EXPENSES $135,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,046	$295,629	-0.2%
Expenses	$135,415	$332,139	-0.6%
Net Income	$94,631	$-36,510	-3.6%

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

$30,459

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE LEVESQUE	Executive Dir.	25.00	Director	$30,459	$0	$30,459
SEAN KELLEY	President	6.00	Officer Director	$0	$0	$0
JEAN AYERS	Vice President	2.00	Officer Director	$0	$0	$0
AARON LUCERO	Director	2.00	Director	$0	$0	$0
VON SUMMERS	Treasurer	2.00	Officer Director	$0	$0	$0
SEAN ANTER	Secretary	2.00	Officer Director	$0	$0	$0
JERRY KROON	Director	2.00	Director	$0	$0	$0
MARK WACKER	Director	2.00	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	$295,629	$332,139	$60,320	$-36,510
2024	$230,046	$135,415	$154,951	$94,631
2023	$284,607	$291,536	$96,830	$-6,929
2023	$119,395	$133,209	$83,016	$-13,814
2022	$287,855	$230,733	$103,759	$57,122
2021	$101,579	$155,544	$46,637	$-53,965
2020	$207,980	$230,842	$100,602	$-22,862

COUPEVILLE HISTORIC WATERFRONT ASSOCIATION