HISTORIC COLONY HOUSE INC

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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

2014

Legal Domicile

Principal Officer

SHARON DORIA

Phone

8636765900

Tax Period

2024-10-01 to 2025-09-30

HISTORIC COLONY HOUSE INC, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $456K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $237K, a strong 52% operating margin.

Mission

TO PRESERVE AND PROTECT OLD AND HISTORIC BUILDING OF THE MOUNTAIN LAKE ESTATES HISTORIC DISTRICT IN LAKE WALES, FLORIDA.

Program Service Accomplishments

Program 1

Expenses: $212,761

ORGANIZE AND ADMINISTER THE PRESERVATION AND RESTORATION OF OLD AND HISTORIC BUILDING IN THE MOUNTAIN LAKE ESTATES HISTORIC DISTRICT IN LAKE WALES, FLORIDA.

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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 $441,960

Program Service Revenue $0

Investment Income $13,471

Other Revenue $825

TOTAL REVENUE $456,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $671

Program Expenses $212,761

Other Expenses $219,728

TOTAL EXPENSES $219,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$456,256	$412,779	+0.1%
Expenses	$219,728	$387,515	-0.4%
Net Income	$236,528	$25,264	+8.4%

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
LAURA SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATE RUTLEDGE	SECRETARY	1.00	Officer Director	$0	$0	$0
GEORGE NEEDHAM	TREASURER	1.00	Officer Director	$0	$0	$0
CECILY COLBURN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN L DANA	EX OFFICIO	1.00	Director	$0	$0	$0
JOAN A LEMP	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PRICE	DIRECTOR	1.00	Director	$0	$0	$0
GARLAND S TUCKER III	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
2025	$456,256	$219,728	$847,297	$236,528
2024	$412,779	$387,515	$563,337	$25,264
2021	$218,545	$311,039	$538,899	$-92,494
2020	$470,653	$136,534	$503,302	$334,119
2019	$282,587	$268,961	$169,183	$13,626