AURORA HISTORICAL SOCIETY INC (EIN 166042771) - 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

1951

Legal Domicile

Principal Officer

SUSAN M MCBURNEY

Phone

7166524735

Tax Period

2023-01-01 to 2023-12-31

AURORA HISTORICAL SOCIETY INC, founded in 1951, is a small nonprofit that reported $109K in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $73K, a strong 67% operating margin.

Mission

The mission of the Organization is to collect, preserve and interpret the rich heritage of the Town of Aurora, New York.

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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 $83,083

Program Service Revenue $5,542

Investment Income $8,798

Other Revenue $11,541

TOTAL REVENUE $108,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,085

Other Expenses $35,593

TOTAL EXPENSES $35,593

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,964	$58,572	+0.9%
Expenses	$35,593	$31,792	+0.1%
Net Income	$73,371	$26,780	+1.7%

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

100

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
SUSAN McBURNEY	PRESIDENT	10.00	Officer Director	$0	$0	$0
STEVE JAGODZINSKI	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
LEAH PRICE	TREASURER	6.00	Officer Director	$0	$0	$0
SARAH JAGODZINSKI	SECRETARY	3.00	Officer Director	$0	$0	$0
RACHELLE MOYER FRANCIS	TRUSTEE	3.00	Director	$0	$0	$0
CHERYL HURLBURT	TRUSTEE	3.00	Director	$0	$0	$0
ROY HARTMANN	TRUSTEE	3.00	Director	$0	$0	$0
ELLEN MOOMAW	TRUSTEE	3.00	Director	$0	$0	$0
DIANE MEADE	TRUSTEE	3.00	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
2024	No data	No data	No data	No data
2023	$108,964	$35,593	$708,679	$73,371
2022	$58,572	$31,792	$619,015	$26,780
2021	$47,972	$32,634	$631,120	$15,338
2020	$29,057	$29,335	$612,181	$-278
2019	$95,829	$41,702	$595,891	$54,127
2018	$67,030	$44,358	$520,168	$22,672

AURORA HISTORICAL SOCIETY INC