Capitol Historic Trust Inc (EIN 571176199) - 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

2003

Legal Domicile

Principal Officer

Mario Leonel

Phone

2023285260

Tax Period

2023-01-01 to 2023-12-31

Capitol Historic Trust Inc, founded in 2003, is a small nonprofit in the Arts, Culture & Humanities sector that reported $132K in total revenue in fiscal year 2023. Revenue surged 240% from the prior year, signaling strong growth momentum. Expenses of $175K exceeded revenue, resulting in a 33% operating deficit.

Mission

Contribute to preservation of the nations architectural heritage through supporting protection and preservation of historically important properties.

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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 $0

Program Service Revenue $0

Investment Income $131,573

Other Revenue $0

TOTAL REVENUE $131,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,000

Fundraising Expenses $0

Program Expenses $124,698

Other Expenses $149,749

TOTAL EXPENSES $174,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$131,573	$38,709	+2.4%
Expenses	$174,749	$250,696	-0.3%
Net Income	$-43,176	$-211,987	-0.8%

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

$25,000

Total Directors

$25,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mario Leonel	President	10.00	Officer Director	$0	$25,000	$25,000
Lisa Gibson	Secretary	0.10	Director	$0	$0	$0
Mary Ellen Seravalli	Director	1.00	Officer Director	$0	$0	$0
Mario A Leonel	Director	1.00	Director	$0	$0	$0
Roy S Turner	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
2024	No data	No data	No data	No data
2023	$131,573	$174,749	$2,029,012	$-43,176
2022	$38,709	$250,696	$2,072,188	$-211,987
2021	$105,291	$136,700	$2,284,175	$-31,409
2020	$134,289	$137,418	$2,315,584	$-3,129

Capitol Historic Trust Inc