MOUNT GULIAN SOCIETY

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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

1967

Legal Domicile

Principal Officer

JESSICA TERWILLIGER

Phone

8458318172

Tax Period

2023-01-01 to 2023-12-31

MOUNT GULIAN SOCIETY, founded in 1967, is a small nonprofit in the Arts, Culture & Humanities sector that reported $256K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $244K left a modest 5% surplus.

Mission

SHARING AND TEACHING THE LOCAL HISTORY OF THE HISTORIC SITE WITH THE PUBLIC, THROUGH VARIOUS ACTIVITIES AND PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $149,399 Revenue: $115,647

THE SOCIETY ENLIGHTENS THE PUBLIC ABOUT HISTORICAL EVENTS WHICH OCCURRED ON THE SITE. SIGNIFICANT EVENTS AT THIS HISTORIC VERPLANK HOME INCLUDE STORIES ABOUT THE ORIGINAL DUTCH TRADERS WHO BUILT THE SITE, SEVERAL ACTIVITES DURING THE REVOLUTIONARY WAR, INCLUDING THE BIRTHPLACE OF THE SOCIETY OF THE CINCINNATI ( OUR FIRST VETERANS ORGANIZATION) AS WELL AS SEVERAL CIVIL WAR CONNECTIONS.

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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 $83,354

Program Service Revenue $115,647

Investment Income $10,723

Other Revenue $46,659

TOTAL REVENUE $256,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,357

Fundraising Expenses $42,355

Program Expenses $149,399

Other Expenses $106,802

TOTAL EXPENSES $244,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$256,383	$359,277	-0.3%
Expenses	$244,159	$241,231	+0.0%
Net Income	$12,224	$118,046	-0.9%

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

$97,804

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELAINE HAYES	EXECUTIVE DI	40.00	Officer	$97,804	$0	$97,804
GRETCHEN CARPENTER	SECRETARY	0.50	Officer Director	$0	$0	$0
RALPH HAFNER	PRESIDENT	0.50	Officer Director	$0	$0	$0
DYLAN HARRIS	TRUSTEE	0.50	Officer Director	$0	$0	$0
ROBERT JOHNSON	TRUSTEE	0.50	Officer Director	$0	$0	$0
JOAN PAGONES	TRUSTEE	0.50	Director	$0	$0	$0
DIANE SEDORE	TRUSTEE	0.50	Director	$0	$0	$0
BARBARA SPARACIO	TRUSTEE	0.50	Director	$0	$0	$0
JESSICA TERWILLIGER	TREASURER	0.50	Officer Director	$0	$0	$0
MICHAEL TODD	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
JOSEPH WITTMANN	TRUSTEE	0.50	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	No data	No data	No data	No data
2023	$256,383	$244,159	$864,442	$12,224
2022	$359,277	$241,231	$822,040	$118,046
2021	$310,339	$206,357	$737,584	$103,982
2020	$141,490	$173,336	$652,016	$-31,846
2019	$174,271	$213,322	$649,058	$-39,051
2018	$242,300	$235,920	$678,288	$6,380