FRIENDS OF HISTORIC SEDGELEY (EIN 453684785) - 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

2012

Legal Domicile

Principal Officer

MEREDITH EARLEY

Phone

2036906446

Tax Period

2024-04-01 to 2025-03-31

FRIENDS OF HISTORIC SEDGELEY, founded in 2012, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $1.1M, a strong 97% operating margin.

Mission

THE FHS MISSION IS TO MAINTAIN AND PRESERVE THE SEDGELEY CLUB BUILDING AS A LOCAL AND NATIONAL HISTORIC LANDMARK, AND TO PROMOTE THE ARCHITECTURAL AND CULTURAL SIGNIFICANCE OF THE BOATHOUSE AND THE LIGHTHOUSE TO THE PUBLIC THROUGH OPEN HOUSES AND EDUCATIONAL PROGRAMS.

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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 $1,120,119

Program Service Revenue $0

Investment Income $21,242

Other Revenue $0

TOTAL REVENUE $1,141,361

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,889

Program Expenses $30,866

Other Expenses $36,522

TOTAL EXPENSES $36,522

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,141,361	N/A	N/A
Expenses	$36,522	N/A	N/A
Net Income	$1,104,839	N/A	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN EARLEY	PRESIDENT/SE	3.50	Officer Director	$0	$0	$0
LOIS KROMBOLZ	VICE PRESIDE	0.56	Officer Director	$0	$0	$0
MEREDITH EARLEY	TREASURER	1.75	Officer Director	$0	$0	$0
CAREY CHEYNEY	BOARD MEMBER	0.17	Director	$0	$0	$0
GARY LASHER	BOARD MEMBER	0.25	Director	$0	$0	$0
CHARLOTTE WATTS	BOARD MEMBER	0.19	Director	$0	$0	$0
SANDRA PFAFF	BOARD MEMBER	0.17	Director	$0	$0	$0
RICHARD PAGANO	BOARD MEMBER	0.12	Director	$0	$0	$0
STEVE ANASTASIO	BOARD MEMBER	0.29	Director	$0	$0	$0
KIKI BOLENDER	BOARD MEMBER	0.21	Director	$0	$0	$0
MICHAEL IMMS	BOARD MEMBER	0.15	Director	$0	$0	$0
BOB JOST	BOARD MEMBER	0.17	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	$1,141,361	$36,522	$1,137,575	$1,104,839

FRIENDS OF HISTORIC SEDGELEY