Three Village Historical Society (EIN 116080527) - 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

1966

Legal Domicile

Principal Officer

Greg Phillips

Phone

6313388858

Tax Period

2023-01-01 to 2023-12-31

Three Village Historical Society, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $266K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $306K exceeded revenue, resulting in a 15% operating deficit.

Mission

Education on local history

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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 $63,193

Program Service Revenue $188,507

Investment Income $13,806

Other Revenue $0

TOTAL REVENUE $265,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $158,997

Fundraising Expenses $0

Program Expenses $258,485

Other Expenses $146,988

TOTAL EXPENSES $305,985

Year-over-Year Comparison

	2023	2022	Change
Revenue	$265,506	$344,090	-0.2%
Expenses	$305,985	$306,326	0.0%
Net Income	$-40,479	$37,764	-2.1%

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

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
Brian Bennett	Trustee	2.00	Director	$0	$0	$0
Ron LaVita	Trustee	2.00	Director	$0	$0	$0
Orlando Malone	Trustee	2.00	Director	$0	$0	$0
Vinny Menten	Trustee	2.00	Director	$0	$0	$0
Greg Philipps	President	5.00	Officer	$0	$0	$0
Ed Miller	Vice President	1.00	Officer	$0	$0	$0
Judi Wallace	Treasurer	6.00	Officer	$0	$0	$0
Dotty Miller	Secretary	3.00	Officer	$0	$0	$0
Bob Lauto	Vice President	2.00	Officer	$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
2023	$265,506	$305,985	$1,437,710	$-40,479
2022	$344,090	$306,326	$1,442,755	$37,764
2021	$227,497	$120,597	$1,356,217	$106,900
2020	$80,023	$151,190	$872,278	$-71,167
2019	$213,481	$240,029	$925,092	$-26,548
2018	$274,630	$217,016	$907,944	$57,614

Three Village Historical Society