WILLIAM HARRIS HOMESTEAD FOUNDATION INC C/O HUBERT HARRIS (EIN 582662881) - 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

2001

Legal Domicile

Principal Officer

DOROTHY ZAZWORSKY

Phone

7702675844

Tax Period

2023-01-01 to 2023-12-31

WILLIAM HARRIS HOMESTEAD FOUNDATION INC C/O HUBERT HARRIS, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $115K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $153K exceeded revenue, resulting in a 34% operating deficit.

Mission

THE MISSION OF THE WILLIAM HARRIS HOMESTEAD FOUNDATION, INC., IS TO PROVIDE HERITAGE, AGRICULTURAL AND ENVIRONMENTAL EDUCATION TO CHILDREN AND ADULTS ATTENDING TOURS, EVENTS OR FIELD TRIPS AT THE 19TH CENTURY HOMESTEAD.

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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 $57,465

Program Service Revenue $51,232

Investment Income $4,418

Other Revenue $1,721

TOTAL REVENUE $114,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,741

Fundraising Expenses $0

Program Expenses $131,234

Other Expenses $113,686

TOTAL EXPENSES $153,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$114,836	$84,366	+0.4%
Expenses	$153,427	$132,182	+0.2%
Net Income	$-38,591	$-47,816	-0.2%

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

N/A

Employees

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
SUSAN BORRELLI	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER C HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
DEDE HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
HUBERT L HARRIS	DIRECTOR, TR	1.00	Officer Director	$0	$0	$0
AMY HAUK	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT R MCCUE III	TRUSTEE	1.00	Director	$0	$0	$0
RONALD ZAZWORSKY JR	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN H MCCUE	TRUSTEE EMER	1.00	Officer Director	$0	$0	$0
DIANNE H MOUNTAIN	TRUSTEE, SEC	1.00	Director	$0	$0	$0
DOROTHY ZAZWORSKY	EXECUTIVE DI	1.00	Officer 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	$114,836	$153,427	$933,965	$-38,591
2022	$84,366	$132,182	$923,542	$-47,816
2021	$103,447	$84,792	$971,422	$18,655
2021	$103,447	$98,311	$952,903	$5,136
2020	$100,946	$125,599	$896,778	$-24,653
2020	$100,946	$130,599	$891,778	$-29,653
2019	$104,815	$111,705	$922,490	$-6,890
2018	$133,024	$128,509	$980,819	$4,515

WILLIAM HARRIS HOMESTEAD FOUNDATION INC C/O HUBERT HARRIS