NIAGARA FALLS NATIONAL HERITAGE ARE

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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

SARA CAPEN

Phone

7167784607

Tax Period

2023-01-01 to 2023-12-31

NIAGARA FALLS NATIONAL HERITAGE ARE, founded in 2012, is a community nonprofit in the Environment sector that reported $1.5M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

MISSION IS TO ENHANCE PUBLIC APPRECIATION FOR THE COMMUNITIES, SIGNIFICANT HISTORIC AND NATURAL RESOURCES AND LANDSCAPES OF THE NIAGARA REGION.

Program Service Accomplishments

Program 1

Expenses: $1,616,053

MISSION IS TO ENHANCE PUBLIC APPRECIATION FOR THE COMMUNITIES, SIGNIFICANT HISTORIC AND NATURAL RESOURCES AND LANDSCAPES OF THE NIAGARA REGION.

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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 $2,791

Program Service Revenue $1,522,741

Investment Income $60

Other Revenue $0

TOTAL REVENUE $1,525,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $211,013

Fundraising Expenses $0

Program Expenses $1,616,053

Other Expenses $1,405,040

TOTAL EXPENSES $1,616,053

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,525,592	$1,285,312	+0.2%
Expenses	$1,616,053	$1,403,431	+0.2%
Net Income	$-90,461	$-118,119	-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

Employees

Volunteers

N/A

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

$92,497

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA CAPEN	EXECUTIVE DI	40.00	Officer	$92,497	$0	$92,497
WILLIAM CARROL	BOARD MEMBER	N/A	Director	$0	$0	$0
THOMAS CHAMBERS	BOARD MEMBER	N/A	Director	$0	$0	$0
MARGARET-ANN HANSON	BOARD MEMBER	N/A	Director	$0	$0	$0
JOHN PERCY	BOARD MEMBER	N/A	Director	$0	$0	$0
DR LILLIAN WILLIAMS	BOARD MEMBER	N/A	Director	$0	$0	$0
KATE BRODERICK CERRONE	VP	N/A	Officer	$0	$0	$0
MARJORIE E GILLIES	SECRETARY	N/A	Officer	$0	$0	$0
THOMAS LOWE	PRESIDENT	N/A	Officer	$0	$0	$0
LYNNE NEVEAU	TREASURER	N/A	Officer	$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	$1,525,592	$1,616,053	$1,250,903	$-90,461
2022	$1,285,312	$1,403,431	$838,645	$-118,119
2021	$1,569,790	$1,115,822	$962,349	$453,968
2020	$949,105	$677,578	$609,717	$271,527
2019	$1,122,622	$1,132,223	$382,822	$-9,601
2018	$1,013,756	$1,059,141	$278,613	$-45,385