Saratoga Historical Foundation (EIN 510178189) - 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

1962

Legal Domicile

Principal Officer

Annette Stransky

Phone

4088674311

Tax Period

2023-01-01 to 2023-12-31

Saratoga Historical Foundation, founded in 1962, is a micro nonprofit that reported $57K in total revenue in fiscal year 2023. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $188K exceeded revenue, resulting in a 230% operating deficit.

Mission

The mission of the Saratoga Historical Foundation is to preserve the unique history of Saratoga for the education and enjoyment of the community.

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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 $62,508

Program Service Revenue $2,051

Investment Income $-9,195

Other Revenue $1,506

TOTAL REVENUE $56,870

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $168,916

Other Expenses $187,642

TOTAL EXPENSES $187,642

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,870	$257,770	-0.8%
Expenses	$187,642	$403,709	-0.5%
Net Income	$-130,772	$-145,939	-0.1%

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
Annette Stransky	President	30.00	Officer Director	$0	$0	$0
Ernie Kraule	Vice President	2.00	Officer Director	$0	$0	$0
Barbara Marshall	Secretary	2.00	Officer Director	$0	$0	$0
Carole Hardy	Treasurer	2.00	Officer Director	$0	$0	$0
Linda Hagelin	Board Member	1.00	Director	$0	$0	$0
Alexandra Nugent	Board Member	1.00	Director	$0	$0	$0
Rina Shah	Board Member	1.00	Director	$0	$0	$0
Marie LoPresto	Board Member	1.00	Director	$0	$0	$0
Ping Li	Board Member	1.00	Director	$0	$0	$0
Marilyn Marchetti	Board Member	1.00	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	No data	No data	No data	No data
2023	$56,870	$187,642	$723,261	$-130,772
2022	$257,770	$403,709	$836,320	$-145,939
2021	$40,465	$31,871	$1,086,653	$8,594
2020	$7,486	$34,544	$1,027,489	$-27,058
2019	$558,751	$67,025	$1,023,606	$491,726
2018	$121,884	$36,903	$427,421	$84,981

Saratoga Historical Foundation