CARONDELET HISTORICAL SOCIETY (EIN 436075910) - 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

1968

Legal Domicile

Principal Officer

Robert Fox

Phone

3144816303

Tax Period

2023-01-01 to 2023-12-31

CARONDELET HISTORICAL SOCIETY, founded in 1968, is a micro nonprofit that reported $68K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $118K exceeded revenue, resulting in a 74% operating deficit.

Mission

Develop programs, both educational and scientific, to research and interpret sites and objects significant to the Carondelet area. Provide for youth and adult educational programs to foster a better understanding of our historical heritage.

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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 $22,885

Program Service Revenue $776

Investment Income $43,974

Other Revenue $0

TOTAL REVENUE $67,635

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,275

Fundraising Expenses $6,171

Program Expenses $86,581

Other Expenses $93,506

TOTAL EXPENSES $117,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,635	$61,696	+0.1%
Expenses	$117,781	$82,882	+0.4%
Net Income	$-50,146	$-21,186	+1.4%

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

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

$2,400

Total Directors

$2,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Fox	Secretary/Treasurer	20	Officer Director	$0	$2,400	$2,400
David Bouchein	President	20.00	Officer Director	$0	$0	$0
Matt Dauphin	Vice President	20.00	Officer Director	$0	$0	$0
John Martin	Director	10	Director	$0	$0	$0
John Remelius III	Director	10	Director	$0	$0	$0
Rich Astrack	Director	10	Director	$0	$0	$0
Esley Hamilton	Director	10	Director	$0	$0	$0
Beatrice Parsons	Director	10	Director	$0	$0	$0
Joan Perdue	Director	10	Director	$0	$0	$0
John Remelius	Director	10	Director	$0	$0	$0
James Sahaida	Director	10	Director	$0	$0	$0
Catherine Lucy	Director, Assistant Secretary	20	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	$67,635	$117,781	$1,749,857	$-50,146
2022	$61,696	$82,882	$1,636,967	$-21,186
2021	$81,703	$95,075	$1,942,452	$-13,372
2020	$62,934	$66,479	$1,797,493	$-3,545

CARONDELET HISTORICAL SOCIETY