NEW LENOX AREA 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

1986

Principal Officer

DIANNE ROSS

Phone

8154855576

Tax Period

2023-06-01 to 2024-05-31

NEW LENOX AREA HISTORICAL SOCIETY, founded in 1986, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $58K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $823K represent 169 months of operating reserves.

Mission

STIMULATE INTEREST IN LOCAL HISTORY

Program Service Accomplishments

Program 1

Expenses: $53,883

ONE ROOM SCHOOLHOUSE OPERATED FOR LOCAL GROUPS, MUSEUM AND RESTORATION OF OTHER HISTORICAL BUILDINGS IN NEW LENOX.

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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 $9,632

Program Service Revenue $72

Investment Income $12,406

Other Revenue $36,239

TOTAL REVENUE $58,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,820

Fundraising Expenses $0

Program Expenses $61,712

Other Expenses $55,559

TOTAL EXPENSES $63,379

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,349	$89,021	-0.3%
Expenses	$63,379	$78,403	-0.2%
Net Income	$-5,030	$10,618	-1.5%

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
CARLA KOEPKE	BOARD OF DIR	N/A	Director	$0	$0	$0
LORI LINDBERG	BOARD OF DIR	N/A	Director	$0	$0	$0
DIANNE ROSS	TREASURER	N/A	Officer Director	$0	$0	$0
ED SELVAS	BOARD OF DIR	N/A	Director	$0	$0	$0
JOANN STELLWAGEN	SECRETARY	N/A	Officer Director	$0	$0	$0
ED TATRO	BOARD OF DIR	N/A	Director	$0	$0	$0
BUD VANCINA	BOARD OF DIR	N/A	Director	$0	$0	$0
RALPH WILKOSZ	BOARD OF DIR	N/A	Director	$0	$0	$0
DIANE WILSON	PRESIDENT	N/A	Officer 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
2025	No data	No data	No data	No data
2024	$58,349	$63,379	$823,398	$-5,030
2023	$89,021	$78,403	$828,409	$10,618
2022	$84,745	$57,738	$817,932	$27,007
2021	$51,542	$44,437	$790,925	$7,105
2020	$67,407	$63,835	$783,820	$3,572
2019	$128,692	$76,167	$780,479	$52,525