HISTORIC HOMES FOUNDATION (EIN 610549274) - 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

1957

Legal Domicile

Principal Officer

DEAN WILKERSON

Phone

5028995079

Tax Period

2022-09-01 to 2023-08-31

HISTORIC HOMES FOUNDATION, founded in 1957, is a small nonprofit in the Arts, Culture & Humanities sector that reported $895K in total revenue in fiscal year 2022. Revenue surged 38% from the prior year, signaling strong growth momentum. Net assets of $5.7M represent 76 months of operating reserves.

Mission

TO PURCHASE, PRESERVE AND DISPLAY HISTORIC SITES AND TO ADVANCE EDUCATION, CULTURE, AND THE ARTS IN KENTUCKY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $352,696

Program Service Revenue $463,416

Investment Income $49,925

Other Revenue $29,096

TOTAL REVENUE $895,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $313,154

Fundraising Expenses $218,644

Program Expenses $544,950

Other Expenses $601,803

TOTAL EXPENSES $914,957

Year-over-Year Comparison

	2022	2021	Change
Revenue	$895,133	$646,897	+0.4%
Expenses	$914,957	$612,895	+0.5%
Net Income	$-19,824	$34,002	-1.6%

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

$172,399

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEAN WILKINSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
BUTCH SHAW	HHF/TE TREASURER	2.00	Officer Director	$0	$0	$0
JOHN STOUGH	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BUTLER	TRUSTEE	1.00	Director	$0	$0	$0
BOB BRAND	FARMINGTON BOARD REGENT	1.00	Director	$0	$0	$0
PATRICK WILBOURN	FARMINGTON TREASURER	1.00	Director	$0	$0	$0
MICHAEL HAYMAN	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN LUTES	EXECUTIVE DIRECTOR	40.00	Officer	$43,995	$86	$44,081
CAROL GRISANTI	ASSOCIATE DIRECTOR	40.00	Officer	$46,105	$43	$46,148
KATHY NICHOLS	EXECUTIVE DIRECTOR	40.00	Officer	$54,000	$15,080	$69,080
VICTORIA KOTHRADE	EXECUTIVE DIRECTOR	40.00	Officer	$13,090	$0	$13,090

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	$895,133	$914,957	$6,015,680	$-19,824
2022	$646,897	$612,895	$5,802,662	$34,002
2021	$576,982	$548,925	$6,054,176	$28,057
2020	$382,243	$541,098	$5,762,898	$-158,855

HISTORIC HOMES FOUNDATION