Friends of Historic Breckenridge (EIN 752611179) - 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

1995

Legal Domicile

Principal Officer

Hallee Pesch

Phone

2545596151

Tax Period

2024-01-01 to 2024-12-31

Friends of Historic Breckenridge, founded in 1995, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $65K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $57K left a modest 13% surplus.

Mission

The restoration and maintenance of historical structures within Breckenridge Texas. Operation of historical theatre.

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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 (2024)

Revenue Breakdown

Contributions & Grants $41,430

Program Service Revenue $5,065

Investment Income $150

Other Revenue $18,115

TOTAL REVENUE $64,760

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,605

Other Expenses $56,605

TOTAL EXPENSES $56,605

Year-over-Year Comparison

	2024	2023	Change
Revenue	$64,760	$59,801	+0.1%
Expenses	$56,605	$116,603	-0.5%
Net Income	$8,155	$-56,802	-1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Hallee Pesch	Treasurer	Officer Director	$0	$0	$0
Lisa Pitzer	Director	Officer Director	$0	$0	$0
Suzi Coody	Director	Director	$0	$0	$0
Judy Caraway	Director	Director	$0	$0	$0
JB Sparks	Director	Director	$0	$0	$0
Cassie Griffith	Vice-President	Officer Director	$0	$0	$0
Dianne Sublett	Director	Director	$0	$0	$0
Julie Reaugh	Director	Director	$0	$0	$0
Amy Mosley	Secretary	Officer Director	$0	$0	$0
Darby Byrd	Director	Director	$0	$0	$0
Sarah Thompson	Director	Director	$0	$0	$0
Becky Payne	President	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	$64,760	$56,605	$463,048	$8,155
2023	$59,801	$116,603	$454,893	$-56,802
2022	$170,058	$142,394	$511,695	$27,664
2021	$25,345	$47,823	$484,031	$-22,478
2020	$33,609	$42,968	$506,508	$-9,359
2019	$59,159	$56,334	$515,867	$2,825
2018	$49,643	$76,272	$513,042	$-26,629

Friends of Historic Breckenridge