COSMOS CLUB HISTORIC PRESERVATION … - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

JUSTIN WALLER

Phone

2023877783

Tax Period

2023-01-01 to 2023-12-31

COSMOS CLUB HISTORIC PRESERVATION FOUNDATION, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $449K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 21% operating margin.

Mission

TO PRESERVE AND MEMORIALIZE HISTORIC AND ARCHITECTURALLY SIGNIFICANT STRUCTURES IN THE DUPONT CIRCLE AREA OF THE DISTRICT OF COLUMBIA WITH EMPHASIS ON REPAIR AND RENOVATION OF THE HISTORIC TOWNSEND MANSION.

Program Service Accomplishments

Program 1

Expenses: $297,465

GRANT PAID TO THE COSMOS CLUB FOR REPAIR AND PRESERVATION OF THE TOWNSEND MANSION AS CERTIFIED BY THE NATIONAL TRUST FOR HISTORIC PRESERVATION

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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 $237,832

Program Service Revenue $0

Investment Income $211,218

Other Revenue $0

TOTAL REVENUE $449,050

Expense Breakdown

Grants Paid $297,465

Salaries & Benefits $0

Fundraising Expenses $13,542

Program Expenses $297,465

Other Expenses $55,070

TOTAL EXPENSES $352,535

Year-over-Year Comparison

	2023	2022	Change
Revenue	$449,050	$310,643	+0.4%
Expenses	$352,535	$942,915	-0.6%
Net Income	$96,515	$-632,272	-1.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID T HARESIGN	PRESIDENT	4.00	Officer Director	$0	$0	$0
JONATHAN L GIFFORD	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
AMANDA EDWARDS	SECRETARY	4.00	Officer Director	$0	$0	$0
LAURENCE J AURBACH	TREASURER	4.00	Officer Director	$0	$0	$0
MARY K LANZILLOTTA	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
CYNTHIA R FIELD	DIRECTOR	4.00	Director	$0	$0	$0
ANDREA G MONES	DIRECTOR	4.00	Director	$0	$0	$0
ANDREA F SCHOENFELD	DIRECTOR	4.00	Director	$0	$0	$0
STEVEN L SPURLOCK	DIRECTOR	4.00	Director	$0	$0	$0
LARS ETZKORN	DIRECTOR	4.00	Director	$0	$0	$0
JOHN JEDZINAK	DIRECTOR	4.00	Director	$0	$0	$0
ISABELLE GOURNEY	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$449,050	$352,535	$1,813,247	$96,515
2022	$310,643	$942,915	$1,635,951	$-632,272
2021	$603,399	$1,008,755	$2,553,679	$-405,356
2020	$424,307	$244,861	$2,545,054	$179,446

COSMOS CLUB HISTORIC PRESERVATION FOUNDATION