AUSTERLITZ HISTORICAL 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

1988

Legal Domicile

Principal Officer

GALE PAGE

Phone

5183920062

Tax Period

2023-01-01 to 2023-12-31

AUSTERLITZ HISTORICAL SOCIETY, founded in 1988, is a small nonprofit in the Arts, Culture & Humanities sector that reported $418K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $186K, a strong 44% operating margin.

Mission

TO PRESERVE, PROTECT AND INTERPRET THE HISTORY OF AUSTERLITZ. EFFORTS WILL BE DEVOTED TO SAFEGUARDING OUR HERITAGE, FOSTERING CIVIC PRIDE AND PROMOTING HISTORIC RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $130,252 Revenue: $35,896

EDUCATIONAL PROGRAMS RELATED TO EDUCATING THE PUBLIC ON THE 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 $279,244

Program Service Revenue $69,054

Investment Income $70,202

Other Revenue $0

TOTAL REVENUE $418,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,571

Fundraising Expenses $2,958

Program Expenses $130,252

Other Expenses $203,258

TOTAL EXPENSES $232,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$418,500	$386,517	+0.1%
Expenses	$232,829	$193,263	+0.2%
Net Income	$185,671	$193,254	0.0%

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

N/A

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
WENDY DISKIN	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH GARGER	TRUSTEE	1.00	Director	$0	$0	$0
TIM HAWLEY	TRUSTEE	1.00	Director	$0	$0	$0
NANCY JANE KERN	TRUSTEE	1.00	Director	$0	$0	$0
JANE MAGEE	TRUSTEE	1.00	Director	$0	$0	$0
PENNY METSCH	TRUSTEE	1.00	Director	$0	$0	$0
TOM MORELAND	TRUSTEE	1.00	Director	$0	$0	$0
LYNNE O'CONNELL	TRUSTEE	1.00	Director	$0	$0	$0
SHIRAR O'CONNOR-MUGLER	TRUSTEE	1.00	Director	$0	$0	$0
JEFF O'DONNELL	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA PERLMUTTER	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA SMITH	TRUSTEE	1.00	Director	$0	$0	$0
MAUREEN WILSON	TRUSTEE	1.00	Director	$0	$0	$0
VIVIAN CUNNINGHAM	VICE PRESIDE	1.00	Officer	$0	$0	$0
WILLIAM FOHRENBACH	SECRETARY	1.00	Officer	$0	$0	$0
GALE PAGE	TREASURER	5.00	Officer	$0	$0	$0
PHIL PALLADINO	PRESIDENT	5.00	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
2024	No data	No data	No data	No data
2023	$418,500	$232,829	$1,254,893	$185,671
2022	$386,517	$193,263	$1,071,662	$193,254
2021	$82,390	$126,316	$912,402	$-43,926
2020	$77,053	$99,957	$910,191	$-22,904
2019	$63,040	$117,003	$906,812	$-53,963
2018	$205,839	$141,681	$940,626	$64,158