HISTORICAL PRESERVATION SOCIETY OF… - Form 990 Financial Data

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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.

Program Service Accomplishments

Program 1

Expenses: $10,726

OPERATION OF A MUSEUM AND CONDUCTING EDUCATIONAL EVENTS FOR THE GENERAL PUBLIC TO PROVIDE AND MAINTAIN THE HISTORY OF UPPER TWP NEW JERSEY. THIS INCLUDES THE FOLLOWING ACTIVITIES: 1. IDENTIFY AND...

OPERATION OF A MUSEUM AND CONDUCTING EDUCATIONAL EVENTS FOR THE GENERAL PUBLIC TO PROVIDE AND MAINTAIN THE HISTORY OF UPPER TWP NEW JERSEY. THIS INCLUDES THE FOLLOWING ACTIVITIES: 1. IDENTIFY AND RESEARCH THE HISTORY OF EARLY SITES, BUILDINGS, AND OTHER STRUCTURES THAT HAVE A SIGNIFICANT PLACE IN THE EARLY HISTORY OF UPPER TOWNSHIP. 2. ENCOURAGE AND PROMOTE THE KNOWLEDGE AND APPRECIATION OF THE HISTORICAL HERITAGE OF UPPER TOWNSHIP IN CAPE MAY COUNTY, NEW JERSEY, FOR THE EDUCATION AND BETTERMENT OF THE COMMUNITY. 3. RESTORE AND PRESERVE HISTORICAL LANDMARKS IN UPPER TOWNSHIP. 4. OPERATE MUSEUM FACILITIES AND HISTORIC SITES DEVELOPING LIFE-LONG LEARNING OPPORTUNITIES FOR AREA RESIDENTS AND VISITORS. 5. ACTIVELY ENGAGE IN THE COLLECTION OF ARTIFACTS, MANUSCRIPTS, PHOTOGRAPHS, ORAL HISTORIES, ETC. RELATING TO THE HISTORY OF THE AREA.

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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