HISTORICAL LEAGUE INC (EIN 860387514) - 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

1979

Legal Domicile

Principal Officer

NINA FILIPPI

Phone

4809290292

Tax Period

2023-07-01 to 2024-06-30

HISTORICAL LEAGUE INC, founded in 1979, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $97K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. Expenses of $87K left a modest 11% surplus.

Mission

THE MISSION OF THE HISTORICAL LEAGUE IS TO SUPPORT THE ARIZONA HISTORICAL SOCIETY AND THE AZ HERITAGE CENTER AT PAPAGO PARK IN TEMPE,ARIZONA, BY FUNDRAISING CONTRIBUTING THE SERVICES OF ITS MEMBERS,AND CONDUCTING EDUCATIONAL AND PROMOTIONAL ACTIVITIES.

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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 $10,308

Program Service Revenue $6,566

Investment Income $1,632

Other Revenue $78,489

TOTAL REVENUE $96,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,469

Other Expenses $86,621

TOTAL EXPENSES $86,621

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,995	$60,731	+0.6%
Expenses	$86,621	$59,080	+0.5%
Net Income	$10,374	$1,651	+5.3%

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

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
CHRISTINE HACKETT	PRESIDENT	41.00	Officer Director	$0	$0	$0
VACANT	PRESIDENT ELECT	0.00	Officer Director	$0	$0	$0
NORMA JEAN COULTER	RECORDING SECRETARY	4.00	Officer Director	$0	$0	$0
NINA FILIPPI	TREASURER	25.00	Officer Director	$0	$0	$0
LINDA FRITSCH	DIRECTOR	6.00	Director	$0	$0	$0
CLEDE GORRELL	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
JANET MURRAY	DIRECTOR	2.00	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	$96,995	$86,621	$361,095	$10,374
2023	$60,731	$59,080	$349,454	$1,651
2022	$40,618	$29,161	$348,650	$11,457
2021	$120,636	$32,755	$359,771	$87,881
2020	$62,725	$73,647	$261,497	$-10,922
2019	$120,603	$83,059	$266,765	$37,544

HISTORICAL LEAGUE INC