CELTIC HERITAGE ALLIANCE (EIN 452757442) - 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

2011

Legal Domicile

Principal Officer

TONY JOURNEY

Phone

5035831647

Tax Period

2025-01-01 to 2025-12-31

CELTIC HERITAGE ALLIANCE, founded in 2011, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $95K in total revenue in fiscal year 2025. The organization ran a surplus of $57K, a strong 60% operating margin.

Mission

THE MISSION OF CELTIC HERITAGE ALLIANCE IS TO RAISE AWARENESS OF CELTIC HISTORY AND CULTURAL PRACTICES BY SUPPORTING CELTIC DANCE GROUPS, LOCAL COLLEGE FRATERNITY AND BY HOSTING TRADITIONAL CELTIC FIELD GAMES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $26,229

Program Service Revenue $0

Investment Income $2,650

Other Revenue $66,536

TOTAL REVENUE $95,415

Expense Breakdown

Grants Paid $350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $350

Other Expenses $37,993

TOTAL EXPENSES $38,343

Year-over-Year Comparison

	2025	2024	Change
Revenue	$95,415	$94,019	+0.0%
Expenses	$38,343	$25,122	+0.5%
Net Income	$57,072	$68,897	-0.2%

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

N/A

Employees

N/A

Volunteers

150

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
CHRIS MCLARAN	PRESIDENT	10.00	Officer Director	$0	$0	$0
GRETCHEN YODER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
TONY JOURNEY	TREASURER	4.00	Officer Director	$0	$0	$0
JEREMEY MOLDOVAN-TRUJILLO	SECRETARY	4.00	Officer Director	$0	$0	$0
TONY SHOULDIS	BOARD MEMBER	4.00	Director	$0	$0	$0
JOE BAILEY	BOARD MEMBER	4.00	Director	$0	$0	$0
CHRIS CROSSLEY	BOARD MEMBER	4.00	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
2025	$95,415	$38,343	$291,342	$57,072
2024	No data	No data	No data	No data
2023	$121,563	$40,726	$164,569	$80,837

CELTIC HERITAGE ALLIANCE