HIGHLAND HISTORICAL SOCIETY (EIN 541778354) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

JAMES BLAGG

Phone

5403964478

Tax Period

2024-01-01 to 2024-12-31

HIGHLAND HISTORICAL SOCIETY, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $170K in total revenue in fiscal year 2020. Revenue surged 160% from the prior year, signaling strong growth momentum. The organization ran a surplus of $114K, a strong 67% operating margin.

Mission

TO PRESERVE HIGHLAND COUNTY'S HISTORY FOR THE ENRICHMENT OF PRESENT AND FUTURE GENERATIONS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $92,676

Program Service Revenue $0

Investment Income $868

Other Revenue $18,106

TOTAL REVENUE $111,650

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,970

Fundraising Expenses $4,227

Program Expenses $71,029

Other Expenses $58,741

TOTAL EXPENSES $83,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,650	$168,560	-0.3%
Expenses	$83,711	$105,809	-0.2%
Net Income	$27,939	$62,751	-0.6%

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

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

$19,240

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI BOTKIN	EXECUTIVE DI	30.00	Officer	$19,240	$0	$19,240
DAIL FIELDS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARC JACCARD	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LYNNE BOTKIN	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES BLAGG	TREASURER	3.00	Officer Director	$0	$0	$0
CHIP HILL	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN POHOWSKY	DIRECTOR	6.00	Director	$0	$0	$0
LORRAINE WHITE	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL WOLFE	DIRECTOR	6.00	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	$111,650	$83,711	$608,142	$27,939
2023	$168,560	$105,809	$580,203	$62,751
2022	$157,208	$90,849	$544,479	$66,359
2021	$83,928	$51,823	$535,595	$32,105
2020	$169,898	$55,580	$526,685	$114,318

HIGHLAND HISTORICAL SOCIETY