HIGHLAND HISTORICAL SOCIETY

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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

1995

Legal Domicile

Principal Officer

JAMES BLAGG

Phone

5403964478

Tax Period

2025-01-01 to 2025-12-31

HIGHLAND HISTORICAL SOCIETY, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $104K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. Expenses of $134K exceeded revenue, resulting in a 28% operating deficit.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $83,449 Revenue: $68,842

PRESERVE HISTORICAL MATERIAL AND ARTIFACTS OF HIGHLAND COUNTY FOR THE ENRICHMENT AND EDUCATION OF BOTH PRESENT AND FUTURE GENERATIONS. MAINTAIN COLLECTIONS OF ITEMS IN ACCESSIBLE, CLIMATE CONTROLLED PRESERVATION. INCLUDES THE PRESERVATION OF THE MANSION HOUSE AND GROUNDS IN MCDOWELL. INCLUDES INVENTORY, CATALOGING, AND PRESERVATION OF CONTENTS OF C.P. JONES HOUSE IN MONTEREY.

Program 2

Expenses: $40,676 Revenue: $20,715

GATHER AND PRESERVE GENEALOGICAL INFORMATION AND ITEMS FOR THE EDUCATION OF PRESENT AND FUTURE GENERATIONS. MAINTAIN AN EXTENSIVE PUBLICLY ACCESSIBLE LIBRARY OF GENEALOGICAL REFERENCES AND...

GATHER AND PRESERVE GENEALOGICAL INFORMATION AND ITEMS FOR THE EDUCATION OF PRESENT AND FUTURE GENERATIONS. MAINTAIN AN EXTENSIVE PUBLICLY ACCESSIBLE LIBRARY OF GENEALOGICAL REFERENCES AND PUBLICATIONS. PROVIDE LOCAL GENEALOGICAL INFORMATION ON PUBLICLY ACCESSIBLE WEBSITE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $89,557

Program Service Revenue $0

Investment Income $1,659

Other Revenue $13,083

TOTAL REVENUE $104,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,039

Fundraising Expenses $3,233

Program Expenses $124,125

Other Expenses $111,784

TOTAL EXPENSES $133,823

Year-over-Year Comparison

	2025	2024	Change
Revenue	$104,299	$111,650	-0.1%
Expenses	$133,823	$83,711	+0.6%
Net Income	$-29,524	$27,939	-2.1%

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

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

$19,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI BOTKIN	EXECUTIVE DI	30.00	Officer	$19,780	$0	$19,780
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
JEFF NEWTON	DIRECTOR	1.00	Director	$0	$0	$0
MINDY ARMSTRONG	DIRECTOR	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
2025	$104,299	$133,823	$588,618	$-29,524
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