HISTORICAL PRESERVATION SOCIETY OF UPPER TOWNSHIP NEW JERSEY (EIN 222271164) - 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

1978

Legal Domicile

Principal Officer

CAROL ANN WILLIAMS

Phone

6093905656

Tax Period

2024-02-01 to 2025-01-31

HISTORICAL PRESERVATION SOCIETY OF UPPER TOWNSHIP NEW JERSEY, founded in 1978, is a micro nonprofit that reported $64K in total revenue in fiscal year 2024. Revenue fell 90% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $42K, a strong 67% operating margin.

Mission

THE MISSION IS TO PRESERVE HISTORY OF UPPER TOWNSHIP NEW JERSEY FOR THE EDUCATION, ENLIGHTENMENT AND PLEASE OF PRESENT AND FUTURE GENERATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $38,913

Program Service Revenue $0

Investment Income $23,941

Other Revenue $1,015

TOTAL REVENUE $63,869

Expense Breakdown

Grants Paid $7,300

Salaries & Benefits $0

Fundraising Expenses $260

Program Expenses $10,726

Other Expenses $14,083

TOTAL EXPENSES $21,383

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,869	$653,413	-0.9%
Expenses	$21,383	$17,240	+0.2%
Net Income	$42,486	$636,173	-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

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
CARROLL BAILEY	TREASURER	1.00	Officer Director	$0	$0	$0
RALPH COOPER	PUBLICITY	1.00	Officer Director	$0	$0	$0
BILL EISELE	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA HORAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE HORAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LINDA LEONARD	CORRESPONDIN	1.00	Officer Director	$0	$0	$0
PAUL MULLIGAN	TRUSTEE	1.00	Director	$0	$0	$0
CAROL ANN WILLIAMS	PRESIDENT	1.00	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	$63,869	$21,383	$763,282	$42,486
2024	$653,413	$17,240	$671,518	$636,173

HISTORICAL PRESERVATION SOCIETY OF UPPER TOWNSHIP NEW JERSEY