Irish Heritage Club (EIN 943091691) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

David Jacobsen

Phone

3604747488

Tax Period

2024-06-01 to 2025-05-31

Irish Heritage Club, founded in 1982, is a small nonprofit that reported $237K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $283K exceeded revenue, resulting in a 19% operating deficit.

Mission

Promote Irish Culture.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $190,096

Program Service Revenue $46,903

Investment Income $5

Other Revenue $0

TOTAL REVENUE $237,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,430

Fundraising Expenses $0

Program Expenses $204,820

Other Expenses $226,163

TOTAL EXPENSES $282,593

Year-over-Year Comparison

	2024	2023	Change
Revenue	$237,004	$203,293	+0.2%
Expenses	$282,593	$140,068	+1.0%
Net Income	$-45,589	$63,225	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$54,680

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Kohler	Executive Dir.	30.00	Officer	$54,680	$0	$54,680
Caron McMahon	President	12.00	Officer Director	$0	$0	$0
Maureen Barrett Smith	Secretary	5.00	Officer Director	$0	$0	$0
Tom Lagan	Secretary	10.00	Director	$0	$0	$0
Rory O Flaherty	Treasurer	8.00	Director	$0	$0	$0
Kevin Bolger	Secretary	10.00	Director	$0	$0	$0
Barry O Brien	Treasurer	10.00	Director	$0	$0	$0
Randal Bays	Chairman	3.00	Director	$0	$0	$0
Brendan Boyle	Treasurer	3.00	Director	$0	$0	$0
Brendan Shriane	Vice President	2.00	Officer Director	$0	$0	$0
Ralph Kosche	Treasurer	3.00	Officer Director	$0	$0	$0
Eamonn Coleman	Chairman	5.00	Director	$0	$0	$0
Brandon T	Chairman	0.00	Director	$0	$0	$0
Maire Teresa Sogabe	Chairman	12.00	Director	$0	$0	$0
Heidi Kinsella	Secretary	3.00	Director	$0	$0	$0
Aaron McCloud	Director	1.00	Director	$0	$0	$0
Anneliese Murray	Director	2.00	Director	$0	$0	$0
Tara Barnes	Director	2.00	Director	$0	$0	$0
James Ryan	Director	2.00	Director	$0	$0	$0
Michael Fahy	Director	1.00	Director	$0	$0	$0
Richard Finn	Director	4.00	Director	$0	$0	$0
Nanci Spieker	Director	1.00	Director	$0	$0	$0
Jane Sepede	Director	2.00	Director	$0	$0	$0
John Keane	Director	4.00	Director	$0	$0	$0
David Jacobsen	Director	2.00	Director	$0	$0	$0
Diana Jacobsen	Director	10.00	Director	$0	$0	$0
Gabby Jacobsen	Director	10.00	Director	$0	$0	$0
Joe McDonough	Director	1.00	Director	$0	$0	$0
Curtis Buckalew	Chairman	10.00	Director	$0	$0	$0
Andrew Harvey	Chairman	5.00	Director	$0	$0	$0
Kaaren Harvey	Director	5.00	Director	$0	$0	$0
Maire Teresa Sogabe	Chairman	12.00	Director	$0	$0	$0
Noreen McCormock	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
2025	$237,004	$282,593	$178,970	$-45,589
2025	$237,004	$282,593	$178,970	$-45,589
2024	$203,293	$140,068	$224,788	$63,225
2018	$195,351	$149,136	$155,638	$46,215

Irish Heritage Club