LANDMARKS SOCIETY OF GREATER UTICA INC (EIN 166180764) - 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

1983

Legal Domicile

Principal Officer

STEVE GRANT

Phone

3157327376

Tax Period

2023-10-01 to 2024-09-30

LANDMARKS SOCIETY OF GREATER UTICA INC, founded in 1983, is a small nonprofit that reported $161K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $112K, a strong 69% operating margin.

Mission

PRESERVATION OF LANDMARKS AND HISTORICAL SIGHTS. PUBLICATIONS OF INFORMATION REGARDING LANDMARKS AND ARCHITECTURAL HISTORY. THE PROMOTION OF PUBLIC INTEREST IN SUCH MATTERS.

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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 $142,088

Program Service Revenue $10,355

Investment Income $3,098

Other Revenue $5,371

TOTAL REVENUE $160,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,243

Other Expenses $49,383

TOTAL EXPENSES $49,383

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,912	$259,842	-0.4%
Expenses	$49,383	$252,882	-0.8%
Net Income	$111,529	$6,960	+15.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE GRANT	PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKE BOSAK	VP EDUCATION	2.00	Officer Director	$0	$0	$0
KAREN DAY	VP PROGRAM & EVENTS	2.00	Officer Director	$0	$0	$0
PHILIP KERNAN	TRUSTEE	0.00	Director	$0	$0	$0
DIANNE NASSAR	TREASURER	2.00	Officer Director	$0	$0	$0
BOYD BISSELL	TRUSTEE	0.00	Director	$0	$0	$0
DON DORN	TRUSTEE	0.00	Director	$0	$0	$0
JOAN DORN	TRUSTEE	0.00	Director	$0	$0	$0
PAUL HAGE	TRUSTEE	0.00	Director	$0	$0	$0
ALEXIS NASSAR	TRUSTEE	0.00	Director	$0	$0	$0
MICHAEL GENTILE	TRUSTEE	0.00	Director	$0	$0	$0
KIM DOMENICO	SECRETARY	2.00	Officer Director	$0	$0	$0
JONATHAN BROCK	TRUSTEE	0.00	Director	$0	$0	$0
CHELSEA YOURDON	TRUSTEE	0.00	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	$160,912	$49,383	$1,342,198	$111,529
2023	$259,842	$252,882	$1,221,881	$6,960
2022	$181,380	$76,632	$1,211,869	$104,748
2021	$33,511	$34,662	$1,114,459	$-1,151
2020	$140,773	$33,298	$1,113,136	$107,475
2019	$291,472	$40,184	$1,008,262	$251,288
2018	$57,061	$33,919	$783,283	$23,142

LANDMARKS SOCIETY OF GREATER UTICA INC